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Senior Manager – FI Insights Implementation

Senior Manager – FI Insights Implementation

CompanyFidelity Investments
LocationBoston, MA, USA, Smithfield, RI, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Bachelor’s degree and relevant work experience
  • 7+ years of product management, project management or related experience within financial services with a proven track record of bringing a concept to implementation and adoption within a complex organization
  • Skilled at developing change management workstream including communications, learning, implementation, measurement, and adoption strategies
  • Proven ability to effectively translate business needs and improvement opportunities, develop use cases, and propose solutions to enhance value delivered
  • Knowledge and experience with intermediary and institutional investment sales
  • Self-motivated, with a strong sense of ownership and follow-through
  • Strong oral and written communication skills
  • Ability to approach problems in a consultative manner
  • Forward-thinking and curious, with a desire to continuously learn and grow

Responsibilities

  • Designing custom workflows and processes to test and measure various commercial ideas and scale through deep collaborative partnerships with analytics, investment specialists, distribution enablement, sales, and marketing teams
  • Establishing a network of client and sales associate intelligence and consensus building to efficiently identify leading indicators and opportunities
  • Packaging recommendations supported by a clear narrative, logical reasoning, and robust data insights
  • Consolidating and synthesizing various insights sourced from client tools, proprietary and secondary sources to elevate actionable ideas aligned to client needs and market fit
  • Inspecting and evaluating progress of projects and removing impediments as needed

Preferred Qualifications

    No preferred qualifications provided.