Director, Executive Services Strategy & Offering Team jobs in United States
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Fidelity Investments · 2 days ago

Director, Executive Services Strategy & Offering Team

positionBoston, MA
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$110K/yr - $222K/yr
date10+ years exp

Fidelity Investments is seeking a Director for their Executive Services Strategy & Offering Team to lead a multi-year expansion of the Executive Services program. The role involves leveraging data insights, managing initiatives, and collaborating across business units to enhance program efficiency and engagement.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Using data and insights to find opportunities, measure performance, and iterate on features to meet Executive Services program, sponsor, and participant needs
Leading multiple priorities and initiatives in partnership with Executive Services Product Area and Distribution Teams
Establishing goals and communicating progress/status to ES leadership and key partners at various levels
Highlighting risks, dependencies, and managing progression against determined milestones
Representing Executive Services and seeking opportunities to partner with other business units and business partners to leverage and scale solutions and ensure alignment and integration of deliverables across domains
Identifying and implementing process improvements to enhance program efficiency, engagement, and overall initiative outcomes

Qualification

Product ManagementFinancial Services ExperienceAnalytical SkillsLeadership SkillsRelationship-Building SkillsStrategic ThinkingProblem-Solving SkillsCollaboration SkillsAdaptability

Required

Bachelor's degree required
10-12 + years of financial services experience with a focus on strategy / product management
Deep understanding of the Workplace, Wealth and Brokerage businesses
Outstanding prioritization skills and the ability to navigate multiple highly matrixed organizations
Ability to think and operate both strategically and tactically
Superb relationship-building skills
Analytical and problem-solving skills
Possesses a startup mentality with comfort navigating ambiguity and shifting priorities
Experience in environments where speed, adaptability, and innovation are critical to success
Leadership skills demonstrating the ability to lead cross-functional teams and influence without authority
Thrives in a collaborative environment and can communicate effectively with both technical and non-technical teams

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

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase