Director, FI & IWMS Insights

Job Description:

The Role

As the Director, FI and IWMS Insights, you blend expertise in data and analytics with a passion for unlocking business value of data as an asset. You will engage with business stakeholders to understand their goals and success metrics, and you will use data and analytics to find insights to enable those stakeholders to realize their goals. You will support your team as they improve value delivered through prioritization, creativity, innovation, collaboration, and decision making and encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own knowledge and bring the latest thinking to your role to empower others with that knowledge.

The Expertise and Skills You Bring

• Hands on experience with CRM systems, CRM enablement, databases and workflow management

• Ability to dive deeper into the complexities of a large data-centric system, while having a higher level view of a cross-functional roadmap and the various moving pieces

• Experience designing and implementing strategies using CRM systems to enhance customer relationships and drive business growth

• Experience leading analytics teams and analyzing customer data and behaviors

• Experience organizing agile teams to execute on an analytics product development roadmap

• Product Owner and Scrum Master certifications, preferred

• Experience leading, coaching, mentoring, and developing people and teams

• Previous experience with investment product sales and distribution, preferred

• You have strong communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization

• You have a continuous improvement approach and encourage and enable an agile way of working

• You proactively develop and share your knowledge, expertise and perspectives and build the same expectation across your chapters and throughout our cross-functional environment

• You are intellectually curious and model a culture of continuous learning, mentoring, and coaching

• You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses

• You enjoy and have expertise in driving data-driven culture across organizations

• Strong engagement with stakeholders and clients to develop solutions that leverage the power of data, analytics and AI

• Bring a strong leadership presence across the organization to analytics

• Enabling an agile and frictionless organization by continuously demonstrating agile behaviors

• Proactively partnering with Domain, Product Area, Chapter Area/CoE, Squad and other leaders to:

  • understand the needs of customers and other partners

  • define, evolve and communicate strategic priorities, the squad vision and its mission, to execute the domain and broader business strategy and increase the value delivered to customers

  • define & measure performance through objectives and KPI’s to define and deliver agreed upon business, financial, technology, and people results

  • evaluate and resolve capacity needs aligned with strategic priorities, making trade-offs where necessary

  • ensure squad optimization through ongoing prioritization and evolution of the squad missions

  • inspect and evaluate progress and remove impediments to delivering value

• Assessing industry and customer trends and sharing insights, knowledge, and developments across product areas and squads

• Compelling enterprise-wide alignment through collaboration, knowledge sharing and breaking down silos to achieve the best results for Fidelity

• Working with Chapter Area and Product Area Leaders to develop technology roadmaps, to drive consistency in use of platforms and APIs, to minimize redundancy and manage IT

The Team

You will be a part of the Data Analytics & Insights organization, that drives data-driven decision making across sales, marketing, product, platform and service teams across our investment sales and distribution business (Fidelity Institutional or FI) as well as our clearing and custody business (Institutional Wealth Management Services or IWMS).

Your role will be to partner with Sales, CRM, Technology and Data Science teams to design a world class sales lead generation engine, and integrate it with Salesforce, the CRM solution of choice. As an agile product manager, you will bring various agile developmen