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Fidelity Investments · 19 hours ago

Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card

Roanoke, TX

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Fidelity Investments is seeking a results-focused and motivated associate for the role of Director/Consultant in Wealth Product & Experience Personal Cards. This position involves delivering outstanding Credit Card products and services by understanding customer needs, driving product development, and simplifying client engagement experiences.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group

Evaluating the competitive landscape to understand potential differentiation

Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences

Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases

Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service

Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes

Qualification

Financial services experienceBusiness analyst techniquesProject management skillsAgile mindsetAnalytical skillsListening skillsPresentation skillsPersuasion skillsCollaboration skills

Required

Bachelor's Degree required and 8-12 years of experience, focused in the financial services, credit cards area

Background and passion for solving customer problems and delivering engaging, personalized, digital solutions

Strong focus on execution, identifying and removing impediments to progress

Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation

Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs

Project management skills to run execution teams aligned to strategic plans & objectives

Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences

Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base

Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business & technology needs, and writing Agile stories to help advance the infrastructure and Api's while delivering innovative credit card web and mobile experiences