Fidelity Investments Squad Leader, New Digital Baseline E2E Experience Vision-Web - Boston, MA in Boston, Massachusetts
We are looking for an energetic leader who is truly client obsessed and loves working with teams to design and deliver exceptional digital experiences to clients.
TheExpertiseWe’re Looking For
BS/BA degree is required
10 years knowledge and experience working with various technology platforms
Experience leading teams to deliver Omni-channel digital experiences with web, mobile and emerging platforms
Outstanding communication and servant leadership skills
Strong business acumen and a deep strategic mindset
Experience working with and understanding the needs of customers or clients (external)
Proven analytical skills and experience making decisions based on hard and soft data
Commitment to working through greater collaboration and breaking down of silos
Experience and comfort within B2C, client experience environments
Must have experience operating with and leading agile teams
Preferred but not mandatory: experience in retail financial markets or financial planning
ThePurposeof Your Role
The Digital Planning and Advice organization is responsible for Digital Engagement, Web & Mobile Satisfaction, Digital Financial Planning Solutions (AUA & Net Flows) and Platform Availability and Stability.
This Squad Leader role will be accountable to lead the charge to democratize Wealth Management with cost effective and digitally enabled planning and advice offerings. This leader is responsible to lead the vision of our Omni-channel digital experience for a particular client segment. The experience must engage clients in an easy, intuitive, elegant digital experience that will help drive adoption of our digital relationship offering. Key KPI metrics for this role include Digital Engagement, PI Net flows from EHH with < $1M assets, and NPS.
You are truly client-obsessed and dedicated to understanding and learning about client needs and requirements
You are comfortable leading, directing, and empowering agile team members without formal management authority
You bring your data-driven approach to decision making, both in day-to-day management and in making strategic trade-offs
You are intellectually curious and love learning new skills and capabilities, e.g., Agile principles and technology platforms
You enjoy finding opportunities to innovate and take thoughtful risks in order to get things done better and faster
Delivering business results and customer value
Setting an overall vision to direct and inform the squad’s work
Serving as the voice of client or end-user
Overseeing what is delivered by the squad and by when
Supporting and enabling the squad to get its work done
How Your WorkImpactsthe Organization
You will be embedded in a squad and work directly with its members to prioritize and manage what needs to be done and by when. Working with squad members without direct authority over them will be key – you are a servant leader and embody that in how you approach the work. You will coordinate closely with your tribe leader to stay aligned on business goals and make sure your squad is progressing and delivering against them. You will also represent the voice of the customer, whether internal or external, and make sure squad members understand their needs and preferences. To get this work done, you will maintain and prioritize the backlog of user stories that your squad members will use to inform their work.
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. For information about working at Fidelity, visit FidelityCareers.com
/ Fidelity Investments is an equal opportunity employer. /
Title: Squad Leader, New Digital Baseline E2E Experience Vision-Web - Boston, MA
Requisition ID: 1801651