Fidelity Investments · 7 hours ago
Stock Plan Product Offering and Analysis Practice Lead
Boston, MA
Full-time
Hybrid
Director/Executive
$130K/yr - $264K/yr
15+ years expFidelity Investments is a leader in workplace investing and healthcare solutions, aiming to enhance employee well-being through innovative financial and benefits programs. The Stock Plan Product Offering and Analysis Practice Lead will leverage product management expertise to enhance equity compensation products, focusing on customer value and strategic growth while managing product features and collaborating with various stakeholders.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience
Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets
Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs
Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people
You will help rationalize the strategic direction for the Domain by analyzing market/product feature gaps that will increase the value of our offering to current and prospective clients supporting future growth of our business versus our current priorities
You will analyze new business ideas and work with Product Areas leaders and technology partners in the agile model to assess the solution size as input into our portfolio priorities
You will be responsible for defining the SPS Domain Product story and interface with clients to share our focus areas and roadmap
You will focus on looking at the holistic offering including digital experiences and formulating a strategic point of view of how to maximize the deployment of our technology resources to maximize value to our business
You will interface with the sales organization and Fidelity Workplace Consulting to influence the nature of tactical solution deployed while driving alignment on how these will transition to the strategic SPS product offering over time
You will also assist with effective go-to-market routines to enable adoption of new features and services
As the Offering lead you will manage the chapter area resources responsible for defining product features for our execution portfolio
You will work to support alignment of the product vision from initial business case through to feature decomposition to support agile delivery in the agile teams
You will further partner with the Chapter Area Leader to support a learning curriculum that will strengthen the Equity Compensation domain knowledge and business analysis functions that support success in delivery
Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to: Understand market gaps and/or the needs of customers and business partners
Define and analyze business opportunities associated with new feature delivery
Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value
Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities
Sharing relevant insights, knowledge, and developments across the Domain
Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs
Encouraging continuous learning and development, a growth attitude and increased skill proficiency
Leading innovative growth strategies as part of Fidelity’s highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms
Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features
Qualification
Required
Bachelor's Degree required
15+ years of financial services work experience
Proven track record of defining a strategic product vision and creating business cases/idea screens for support
Experience engaging with executive and senior (C-suite) internal and external customers and partners
Experience defining complex product features spanning Workplace and Brokerage Capabilities
Financial services experience, with brokerage experience a plus
Experienced and inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences engaging internal/external partners to drive alignment on a product vision
Executive level experience leading the definition of broad, complex, feature set and product offerings aligned with and in support of the strategic direction of the organization
Robust decision making supported by data-focused approach that drives feature prioritization, in day-to-day leadership and strategic tradeoff analyses
Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm
Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion
Ability to create an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients
Strong product management experience including offering design, value proposition definition, customer engagement strategy and associated go-to-market functions to ensure success of feature deployments
Dedication to serving our clients and their participants—listening to client's feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes
Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to understand market gaps and/or the needs of customers and business partners
Define and analyze business opportunities associated with new feature delivery
Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value
Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities
Sharing relevant insights, knowledge, and developments across the Domain
Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs
Encouraging continuous learning and development, a growth attitude and increased skill proficiency
Leading innovative growth strategies as part of Fidelity's highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms
Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features
Preferred
MBA preferred
Series 7, 63 and 24 licenses preferred
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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