Job Description:
Job Description
Note: Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking a motivated associate who is customer-focused and thrives working with teams to deliver outstanding products and services related to Health Savings Accounts (HSA) and Custodial Accounts. This opportunity is in the Specialty Saving & Lending Product Area. The position will work on growth strategies, customer focused efforts and improvements for HSA and Custodial Accounts product, processes, and experiences.
Responsibilities of the job will include the following:
- Lead and execute deliverables on product/service roadmaps, and other key initiatives to improve the customer experience and drive acquisition
- Actively participate in defining requirements, understanding client needs, and writing Agile stories to implement & advance product strategy, enhancements, regulatory updates, process improvements, and client experience
- Participate and lead readiness & rollout activities for clients and Fidelity associates
- Perform business testing focused on the overall client and associate experience
- Implement, measure, and apply metrics & data to aid in identifying product enhancement and improvement opportunities
- Assist with reporting needs associated with the product and service offering
- Participate in the prioritization of the squad work (in partnership with squad leadership) to deliver customer value based on an understanding of business and client needs
- Partner with and influence teams across Fidelity to improve the end-to-end experience for HSA and Custodial customers
- Help to conduct key research and analysis to prioritize squad work
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The Expertise and Skills You Bring
Expertise
- Bachelor's degree or equivalent with minimum of 7+ years of professional experience or Masters with 5+ years of experience. Possesses good financial services experience. MBA is a plus.
- Solid business knowledge and general knowledge of the financial services industry plus familiarity with Health Savings Accounts and Custodial Accounts
- Familiarity and experience with Agile methodology, processes & tools including possessing good story-writing skills
- While the focus of this role is primarily on HSA Accounts and Custodial Accounts offerings - this individual should possess the ability to think of the customer's total relationship with Fidelity
- Embrace working within a team of associates with a diverse skill set, including working directly with Delivery Teams, Marketing Team, User Experience Team, Distribution Team, 3rd Parties, Legal Team, and other business partners
- Ability to think beyond traditional financial services to drive outstanding experiences for our clients
Skills
- Proven experience in product management, project management, business analysis, data/systems analysis, and process improvement
- Synthesizing requirements and business needs into full Agile stories or documentation
- Business insight and analytical abilities that allows you to make decisions and define work based on data and client trends
- General understanding of financial services and voice of the customer
- Ability to work & act independently, multi-task, influence others, and maintain a positive can-do demeanor
- Strong client service, collaboration, communications, organization, and presentation abilities
- Possesses strong skills in JIRA, Miro, PowerPoint, and Excel
The Team
Fidelity's Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.
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.