Fidelity TalentSource LLC | Director, Product Management MA at Fidelity TalentSource LLC

Job Description:

2102381 Director, Product Management, Brokerage

The Role

Brokerage Business Analysts are pivotal in translating customer and business needs into actionable solutions, partnering with stakeholders and teams to ensure products deliver maximum value. As a Brokerage Business Analyst, you will:

• Identify and document the needs of customers, stakeholders, and project goals.
• Create detailed user stories that outline specific functionalities from the end-user s perspective.
• Create cross-functional workflows that map the experience and supporting processes.
• Lead engagement with Legal, Risk, and Compliance.
• Ensure that the solutions meet the defined requirements.
• Develop and implement strategies for introducing new products or features.
• Gauge the effectiveness of solutions and identify areas for improvement.
• Employs strong story telling skills.
• Maintain timely communications with leaders, stakeholders, and partners.
• Provide a deep understanding of how the digital product works.

The Expertise and Skills You Bring

• Bachelor's degree required.
• 8+ years of business analysis experience delivering high value, digital solutions.
• Client-obsessed with a passion to solve challenges through a data driven approach.
• Experience working in an agile team required.
• An affinity for technology and stay up to date on industry innovations.
• Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.
• Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.
• Experience in the areas of account maintenance, account opening, and/or money movement, including the processes, regulations, digital platforms, and market trends desirable.
• Prior experience as a phone associate or back-off associate in our regional center is desired.

The Team

You will be aligned with the Digital Service Experience product area whose mission is Serving Millions, Moving Billions. Our team is responsible for account opening across all products, money and asset transfers in, out, and across Fidelity, and account level maintenance activities. You will be part of a team that grows our core business, wins customers of the future, and scales our growth.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to 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 Us

At 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 a

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.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 Accommodation Team by sending an email to

accommodations@fmr.com.