The Team

As part of the Workplace Managed Account Product Area, the strategy team, is responsible for establishing the product's next 2-3-year strategy by interpreting market signals, understanding clients and customers' needs and assessing competitive landscape to define the top growth opportunities, ideate and enhance existing or incubate new offerings. As a team, we believe that balancing collaboration with strategic thinking infused by data-driven outside-in insights would lead to the best possible outcomes.

The Value You Deliver

• Work with Product Area and Group/Squad leadership to maintain a backlog of opportunities by developing business cases, product roadmaps, eventual go-to-Market strategies, and Thought Leadership
• Work across the Product Area to facilitate prioritization, resourcing, and outcomes
• Communicate externally with partners to ensure teams are building the right solutions to meet customer needs, communication status and buffers team from potential distractions
• Build credibility and trust with a diverse set of partners to influence Group/Squad goals and visions
• Conduct market, customer, and competitive research to bring an outside-in perspective to help shape strategy and inform prioritization for the Tribe and Squads
• Leverage outside-in insights to develop hypothesis and identify top bets
• Lead ideation, shaping of new strategies

• Incubate early stage concepts to test and refine market potential

• Develop executive level communications for internal and external use
• Participate in and facilitate regular strategic planning discussions

The Expertise You Have

• Experience in management consulting and/or product strategy, and/or distribution strategy is strongly preferred
• Financial services experience preferred, but not required
• Bachelor's or equivalent with 5+ years of experience

The Skills You Bring

• Experience working in a fast-paced environment, testing and learning to optimize impact
• Data-driven attitude to frame market opportunities and inform "key strategic questions"
• Continuous improvement mindset and intellectual curiosity
• Excellent consultative, listening, communication, and analytical skills
• Customer obsessed and have proven commitment to delivering frequent, high business value
• Ability to see opportunities for innovation and taking thoughtful risks to get the work done better and faster
• Strong cross-functional leadership and collaboration skills to navigate a demanding environment and influence stakeholders with a range of priorities and perspectives

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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.