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Director - FIA Product Management (Annuity)

AT Fidelity Investments
Fidelity Investments

Director - FIA Product Management (Annuity)

Boston, MA

Job Description:

Director - FIA Product Management

Fidelity Insurance Agency (FIA) is looking for a Director of FIA Product Management to help drive the end-to-end experience across the broader Wealth Solutions organization. Join a diverse team that builds, promotes, and supports outstanding annuity, life and hybrid long term care products.

The Role

  • Define and deliver on the FIA value proposition for the products you lead.
  • Build compelling and effective positioning of these products in the overall financial planning process to help Fidelity clients learn more about how our solutions can help address their financial goals.
  • Partner externally with FIN carrier partners and internally with our Actuarial, Field Support (sales), and Training functions as well as our Client Communications team to position and deliver high value financial solutions.
  • The Product Manager will also have a strong understanding of demographic and industry trends as well as the FIN carrier partners.
  • Strong project management and organizational skills
  • Present and make recommendations to FIA senior leadership on a periodic basis.

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The Expertise and Skills You Bring

  • Bachelor's degree required.
  • 10+ years of strategic and tactical product management (Financial Services experience strongly preferred).
  • FINRA Series 6 license required - can obtain within 90 days.
  • Knowledge of general investment concepts, taxes, retirement planning, annuities, and insurance.
  • Experience working in an agile environment a plus.
  • Approximately 15% travel required
  • Decision-making using data, both in day-to-day management and in making strategic trade-offs
  • Proven expertise with cross functional collaboration to achieve the best results.
  • Experience with resource planning and allocation within and across organizations.
  • Strong leadership skills - You must be passionate about your products and lead change through influencing skills all levels of the organization.
  • Strong communication skills, including the ability to explain complex topics to all organizational levels.

The Team

Fidelity Insurance Agency distributes financial products that help Fidelity's investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity's Wealth Services organization. Life insurance and annuity products help ensure our clients do not outlive their assets in retirement, safeguard one's portfolio from market volatility and protect against premature death and unforeseen long-term care costs.

Certifications:

Category:

Product Management
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 every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA; Merrimack, NH, USA
Job ID: Fidelity-2106369
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

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