Consultant, Digital & Hybrid Ongoing Experience

Job Description:

The Role

As a member of the Wealth Implementation and Experience Product Area focused on Fidelity Digital and Hybrid advice offerings, you will collaborate with the Squad Leader and other team members, to create, evolve and drive the execution of an engagement strategy aimed at helping customers build solid financial habits, invest towards their goals and feel protected in times of need. To do this, you will drive or support key aspects of the product development life cycle, including feature definition, business requirements, product design, and delivery. The role is a Grade 6 level.

• Working on key engagement initiatives aimed at driving the ongoing growth and development of Fidelity Go customers

• Serving as the voice of client or end-user; ensure clear acceptance criteria so that both technical and customer needs are met

• Using data and analytics to aid in identifying enhancements

• Applying client centered techniques such as hypothesis driven design, journey mapping and other similar techniques to define, test and measure client experience changes to drive outcomes.

• Breaking down product features into stories with well-defined business value and acceptance criteria

• Performing business testing focused on new functionality, operational processes, and end user experiences

• Participating in the prioritization of the squad work to deliver value based on an understanding of business and technical needs

The Expertise and Skills You Bring

• Bachelor’s degree with 8+ years of experience, 1-2+ years of those Financial Services

• Familiarity with robo advisors and managed accounts is preferred

• Strong product development experience, including user experience design, experimentation, measurement and delivery experience

• Ability to think strategically about end-to-end experiences

• Ability to translate strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance needs

• Customer obsession, with the ability to learn, identify, and clearly communicate opportunities that will improve our digital experiences

• Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measure results

• Exhibit an Agile way of working with experience collaborating and translating business requirements into action for designers and developers

• Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority

• Adept at working in a fast paced, collaborative, client centric environment, possessing a positive, can-do demeanor

• You are intellectually curious, have a continuous improvement approach, and model a culture of learning and coaching

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Digital and Hybrid Ongoing Experience Squad resides within the Wealth Implementation and Experience Product Area. Fidelity is one of the largest providers of investment services in the world. Within Fidelity, the Wealth Business offers a number of services that support our clients, such as self-directed credit/debit cards, cash management services, college saving plans, investment solutions, the physical branch network, the customer service teams, and retirement solutions that fall outside of employer-sponsored plans.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling 'Dynamic Working'. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.

Reminder: Per the Dynamic Working Policy, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.

The Digital and Hybrid Ongoing Product Squad resides within the Wealth Implementation and Experience Product Area.

Certifications:

Category:

Business Analysis

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.