Director – Customer Solutions – Personalized Planning and Advice
| Company | Fidelity Investments |
|---|---|
| Location | Boston, MA, USA, Westlake, TX, USA, Smithfield, RI, USA, Merrimack, NH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Strong business knowledge of Fidelity’s Managed Account solutions, Planning & Guidance Center and Retail Workplace (preferred)
- Demonstrated commitment to cross-functional collaboration in agile, client-centric, fast-paced environment
- Proficiency in communication, both written and verbal
- Strong discernment and quick decision making
- Strong organizational skills, including prioritization and multi-tasking
- Agile mentality and expertise working with agile teams
- Bachelor’s or equivalent
Responsibilities
- Develop deep subject matter expertise in Fidelity Managed Accounts, help to define/document use cases and requirements and validate successful implementation
- Engage on large and sophisticated initiatives with multiple partners to develop business requirements and implement
- Proactively resolve barriers and issues that inhibit short and long-term goals
- Present to all levels of management
- Continually evolve processes, policies and procedures to meet changing needs of the business
- Identify needs and opportunities for our high-value managed solutions prospects and customers
- Collaborate directly with Wealth, WI, Finance and Legal, Risk and Compliance, Strategic Advisors
- Assist Squad Leader with developing a strong team that enables its members to work successfully within the Scrum framework
- Work with key partners to define product features and maintain awareness of internal and external market trends
Preferred Qualifications
- Strong business knowledge of Fidelity’s Managed Account solutions, Planning & Guidance Center and Retail Workplace (preferred)