Sr Manager, WAMS Specialist Distribution Planning and Operations at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

MBA or equivalent work experience in financial services, preferably in product management, CRM, Data and Analytics, Planning and Operations related roles
Self-starter, independently oriented and excited by prospect of working on critical initiatives and welcome working in fast pace, client focused environment which requires comfort with ambiguity and an adaptive mindset
Strong research & quantitative analytical skills, including the ability to synthesize findings and develop practical, actionable recommendations
Project Management skills required to successfully drive projects across the company, manage critical dependencies and internal communications related to assigned product responsibilities
Work collaboratively across the Fidelity Enterprise, capable of communicating with and influencing peers and leaders through relationship building, well-informed insights and high-quality presentations
Intellectual curiosity and tenacity to develop creative approaches to problem solving
Interacting with Fidelity associates, gathering data from internal and external sources, identify trends, opportunities, to develop insights and recommendations on key initiatives
Knowledge of managed products and managed platforms is desirable

Responsibilities

CRM Strategy & Enablement: Support WAMS CRM strategy and execution to enhance advisor engagement and business development efforts
Data-Driven Decision Making: Leverage internal and external data sources to develop actionable insights and recommendations for business growth
Cross-Functional Collaboration: Partner with internal stakeholders across Product, Distribution, Marketing and Finance to drive WAMS strategic business initiatives and operational excellence
Project Management: Lead and manage strategic projects, ensuring timely delivery, stakeholder alignment, and effective communication
Key contributor to developing business strategy for WAMS, as well as supporting mid to long-term cross organizational strategy, roadmap development and operations for intermediary offerings
Contribute to shaping an overall operating model to drive business management activities inclusive of process improvements and documentation, CRM, Dashboard, Scorecards
Strong collaboration with business partners within the organization and partners across FI (Distribution, Technology, Marketing, Finance, FI Reporting & Analytics, Risk and Compliance) to deliver on the objectives
Contributing to driving customer input, alignment and execution in partnership with product and distribution leadership teams

Skills

MBA

Financial Services

Product Management

CRM

Data Analytics

Planning

Operations

Project Management

Quantitative Analysis

Business Strategy

Process Improvement

Dashboard

Scorecards

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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