Job Description:

The Role

Do you want to make a difference at the enterprise level and be part of a highly collaborative, cross-functional team committed to driving transformation resulting from insights to improve our clients’ experience within Fidelity Institutional (FI)?

We are looking for a Senior Manager of FI Insights Implementation who will be responsible for taking insights to commercial feasibility by establishing implementation processes to drive measurable business impact. This is a pivotal new role that demonstrates your strong business sense, differentiated thinking and commercial approach to elevate market-driven insights to tangible business outcomes by establishing new processes, solutions, and workflows.

Responsibilities include:

Designing custom workflows and processes to test and measure various commercial ideas and scale through deep collaborative partnerships with analytics, investment specialists, distribution enablement, sales, and marketing teams.Establishing a network of client and sales associate intelligence and consensus building to efficiently identify leading indicators and opportunities.Packaging recommendations supported by a clear narrative, logical reasoning, and robust data insights. Your ability to blend data-driven insights with the business objectives will be a key asset in driving impactful decisions and fostering collaboration.Consolidating and synthesizing various insights sourced from client tools, proprietary and secondary sources to elevate actionable ideas aligned to client needs and market fit.Inspecting and evaluating progress of projects and removing impediments as needed.

The Expertise and Skills You Bring

Bachelor’s degree and relevant work experience 7+ years of product management, project management or related experience within financial services with a proven track record of bringing a concept to implementation and adoption within a complex organizationSkilled at developing change management workstream including communications, learning, implementation, measurement, and adoption strategiesProven ability to effectively translate business needs and improvement opportunities, develop use cases, and propose solutions to enhance value delivered.Knowledge and experience with intermediary and institutional investment salesSelf-motivated, with a strong sense of ownership and follow-throughStrong oral and written communication skillsAbility to approach problems in a consultative mannerForward-thinking and curious, with a desire to continuously learn and grow

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

The FI Market Intelligence & Commercialization team systematically capture, analyzes and interprets information about Fidelity Institutional’ s external business environment (e.g. traditional and emerging wealth tech competitors) to inform strategy and decision making. We connect dots across our competitors, clients and internal strategy to help enable our partners' success. Our research helps Fidelity Institutional understand and adapt to the evolving wealth tech competitive landscape and the changing business needs of our clients. Join a team that participates in discussions that advise the development of new capabilities and improve our clients’ experience.

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 Fidelity—we 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.

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 Fidelity—we 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.