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Director, Customer Solutions - Personalized Planning & Advice

Company: Fidelity Investments
Location: Smithfield
Posted on: September 23, 2022

Job Description:

Job Description:The RoleBring your passion for helping participants plan for retirement and receive financial advice to the Prospect Experience Squad in the Personalized Planning & Advice (PP&A) product area for Workplace.As the Director, Customer Solutions, you will help drive participant adoption of our world-class workplace advice offering by contributing to the development of an end-to-end acquisition strategy. Driving the achievement of assets under management goals, you will advise development priorities and have a direct impact on efforts to grow and scale the business. As a key member of the squad, you will work collaboratively with the squad leader to integrate partners across Workplace Investing (WI) and Personal Investing (PI), lead SCRUM ceremonies and drive initiatives to meet business objectives.The Expertise and Skills You Bring6-8+ years of experience in financial services and/or business consultingRobust analytical thinking and a creative approach to tackling strategic business issuesAbility to manage sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelineAbility to build strong relationships through social skills, high level of engagement and compassionNegotiation, influencing and enterprise navigation capabilitiesExcellent communication skills - ability to listen, assimilate new information, draw conclusions and summarize sophisticated concepts in written and verbal communicationsAbility to thrive in a dynamic environment and adjust to changing prioritiesExcellent critical thinking, analytical and problem-solving skillsAgile mentality and expertise working with agile teamsProficient in MS Word, Excel and PowerPoint and experience with Jira or similar Agile backlog management tool preferredBachelor's degree preferredThe TeamContributions of this roll will include the definition of analysis of the existing eligible participant base, evaluation of new technologies to optimize participant experiences and outcomes, and assessment of opportunities in mobile app experiences. The ideal candidate will have excellent relationship building, influence and program management skills coupled with an ability to think creatively and strategically. Working collaboratively, you will engage with the squad leader, a wide internal network of partners such as marketing, User Experience Design, Sales & Relationship Management, Legal and partner squads to ensure high quality delivery of enhancements.Personalized Planning & Advice at Work (PP&A) is the 3rd largest and fastest-growing workplace managed account offering in the industry and is a key product area in the Workplace Investing growth strategy.Certifications:Company OverviewFidelity Investments is a privately held company with a missionto strengthen the financial well-being of our clients.We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with aGlassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."We invite you toFind Your Fidelityatfidelitycareers.com.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email toaccommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.PDN-96f977a2-ad97-4e46-bf09-70f878667ac6

Keywords: Fidelity Investments, Providence , Director, Customer Solutions - Personalized Planning & Advice, Executive , Smithfield, Rhode Island

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