Vice President, Lifetime Engagement at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Financial ServicesIndustries

Requirements

Bachelor’s Degree required
10+ years of experience with product strategy and development and working with key stakeholders enabling product development and delivery
5+ years successfully leading and developing teams with diverse capabilities and experience
Data-driven approach to understanding customer needs and insights, developing a strategy, and translating strategic objectives into action
Strong customer focus and experience designing, developing and maintaining dynamic customer experiences
Proven experience engaging and influencing multiple stakeholders across products/platforms with competing priorities and key dependencies
Strong analytical and judgement skills to determine the direction and achievement of goals; keeping key stakeholders informed on progress
Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management
Knowledge of Fidelity operations and customer facing channels in PI and WI strongly preferred
Digital to live channel integration experience preferred
Proven track record of developing and coaching talent

Responsibilities

Possess deep knowledge and insights of the Crossover customer, own the vision for their future end-to-end experience, and be accountable for defining and executing against the roadmap that progresses towards that vision
Prioritize and champion the most impactful opportunities to convert WI participants to Retail customers, and to delight them throughout their experiences as they become and engage with Fidelity as Crossover customers
Bring a data-driven and action-oriented approach partnering within the LTE product area with LTE Strategy and Delivery teams, and across the organization (business units including workplace and retail, and functions including product, marketing, technology, research & analytics, digital & live channel distribution)
Help accelerate existing and drive new initiatives to realize the vision, expertly managing a balanced portfolio of near- and long-term opportunities, and monitoring and measuring results
Ensure a thoughtful and deliberate approach to make continuous progress against opportunities across the customer journey (improve workplace customer awareness of retail offerings, remove friction from crossover customer experience, enable engagement based on full relationship with Fidelity)
Proactively identify new customer opportunities and build business cases to discern commercial viability
Partner with Strategy, Delivery and other leaders to influence and prioritize execution plans across multiple stakeholders within Workplace, Wealth and Brokerage
Set priority, sequencing and phasing including go-to-market strategy via the product roadmap
Evaluate and optimize value based on overall Product Area vision and priorities through continuous refinement, ruthless prioritization, as well as focus on KPIs and business impact
Demonstrate consulting capability to work closely across business units and leaders to effectively shape priorities and accelerate programmatic execution
Manage talent lifecycle of team including hiring, coaching, developing and performance management practices

Skills

Product Strategy

Customer Journey

Data-Driven Decision Making

Stakeholder Management

Business Case Development

Roadmap Execution

Cross-Functional Collaboration

Analytics

Marketing

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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