Fidelity Investments Life Event Planning Team Lead in Boston, Massachusetts

Several trends across our customer base and the broader population are converging to create a tremendous opportunity for Fidelity to help customers deal with the increasing complexity in their lives. The Life Event Planning Experience Team lead will be at the forefront of developing an experience to meet those needs and will be a key member of the Enterprise-wide initiative tasked with developing a scalable end-to-end Life Event Planning experience to be delivered consistently across Fidelity.

The Team

This role will partner with other members of the Enterprise team and key resources across Fidelity to Define, Test, Build, Implement and Measure the effectiveness of life event planning capabilities on, Net Benefits and in Fidelity Institutional as appropriate. The role puts particular emphasis on a person with experience delivering across multiple channels: direct to consumer, via the workplace, and through intermediaries such as advisers.

The ExpertiseYou Have

  • BS/BA required. MBA preferred

  • 15 years of work experience

  • Experience establishing strategic partnerships with third-party firms for B2C offerings

  • Strategy or marketing consulting (including consumer insights, data and analytics)

  • Product, Segment, or Brand management

  • Digital experience and marketing

  • Financial services experience preferred but not required

  • Agile experience preferred, but not required

The Skills You Bring

  • Demonstrated ability to lead and influence complex, cross-functional initiatives across multiple business units/segments – demonstrated ability to work in a matrix-oriented environment

  • Experience across all facets of the agile product development process with particular focus on understanding customer needs and translating them into actionable requirements (e.g., visioning, customer needs analysis, research, design sprints, customer testing, prototyping, requirements, prioritization)

  • Strong communication and presentation skills with a focus on being able to translate vision into execution

  • Experience delivering across multiple channels: direct to consumer, via workplace, through intermediaries

The Value You Deliver

There are several key areas in which this role will lead and add value to the Life Event Planning initiative:

  • Partner with members of the Enterprise team and key business resources to define and execute the Life Event Planning vision. These responsibilities will span both the strategic (heavy involvement in vision, strategy, prioritization) and the executional (partner with others to ensure integration with platform data and services, and rollout of a sales and service model to support the offering)

  • Lead and execute a customer-centric process to define and design the Life Event Experience

  1. Execute ongoing Design Sprints to understand the customer need and “jobs to be done” for each life event

  2. Perform and gather customer & competitive research and insight to support key hypotheses for each event

  3. Design, build and test a prototype to test concepts and inform requirements for each event

  4. Prioritize requirements to develop life event content and a related end-to-end experience for each event

  • Act as the primary liaison in partnership with the life event scrum master for front end development squads, including translation of vision/prototype to requirements, prioritization of features, user acceptance, and ongoing interaction, influence and strategy.

  • Work with key partners across Fidelity to integrate Life Event Planning with other related experiences and initiatives in Fidelity business units (e.g., Wealth Management, Healthcare, Fidelity Labs) .

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. W e are proud of our * diverse and inclusive * workplace where we * respect * and* value * our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

/ Fidelity Investments is an equal opportunity employer. /

Job: *Event Planning

Title: Life Event Planning Team Lead

Location: MA-Boston

Requisition ID: 1814383