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Director, Customer Solutions - Lifetime Financial Help

AT Fidelity Investments
Fidelity Investments

Director, Customer Solutions - Lifetime Financial Help

Boston, MA

Job Description:

The Role

As a Director, Customer Solutions you will work within the Lifetime Financial Help Product Area as a member of the Customer Solutions Chapter. Along with the Retirement Income Open Architecture Squad Leader, you will focus on enabling new retirement features and offerings in a complex environment which requires collaboration from both internal and external partners. Directors in Customer Solutions must be highly motivated, "self-starters" with a sense of ownership, and a strong desire to succeed.

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent years of experience required; MBA preferred.
  • Agile mentality; experience with Jira or similar Agile backlog management tool preferred
  • Self-starter who can translate strategic goals and ideas into action quickly, conceptualizing, developing and delivering strategies that meet customer needs
  • Strong consulting orientation with a demonstrated ability to establish both internal and external relationships
  • Strong technology background with the ability to actively participate in detailed discussions, helping make technical trade-offs
  • Demonstrated negotiation and influencing skills with partners across domains
  • Understand Workplace Investing business and organizational structures
  • Detailed knowledge of Fidelity's defined contribution workspace and preferably record keeping components
  • Excellent strategic and critical thinking, analytical and problem-solving skills
  • Ability to clearly articulate product vision and features
  • Outstanding listening, communication and facilitation skills
  • Proven time management and organizational skills; able to balance multiple competing priorities
  • Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster
  • Proficient in MS Word, Excel, Mural and PowerPoint

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The Value you Deliver

  • Identify, define and articulate strategic product initiatives/roadmaps for the squad
  • Effectively present information and roadmap progress to Product Area and Domain leadership
  • Accountability in ensuring the features delivered meet customer needs and bring the product vision to life
  • Work with key partners to identify product and integration enhancements and maintain awareness of market trends
  • Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA; Merrimack, NH, USA; Westlake, TX, USA
Job ID: Fidelity-2099654
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.