Job Description:

The Wealthscape Experience Strategy Owner (WESO) is responsible for the user experience strategy across all Wealthscape capabilities and integrations. This role works with Domain and Product Area Leaders to align a strategy that is grounded in a seamless and modern user experience for our customers via a wealth centric digital experience that delivers on strategic outcomes & priorities!

This role is distinct from product ownership and has a broad scope and focus on user empathy and engagement with the Wealthscape platforms and integrated experiences. The role will partner with and influence leaders across IWMS and FI to ensure the user experience strategy aligns with product strategies and that our capabilities work synch. The strategic focus is on the experience our customer firms need, simplifying our operating environment and eliminating artificial boundaries that exist within the platform. The WSEO should be an influential leader to help drive the development and growth of our platform experience.

The Role

We are hiring an experienced leader to own the UX vision and strategy for our Wealthscape Platform for professional users and their end-investors!

Do you want to make an impact on our user experience vision while having hands-on, direct engagement with end clients? Do you want to be part of a highly collaborative, cross-functional product, UXD, and technology team? We are looking for a Wealthscape Experience Strategy Owner (WESO) who will blend product management, leadership, and user experience expertise with a passion for delivering results and delighting customers.

You will own the UX vision and strategy for our Wealthscape platforms to offer a user experience that brings the best of our capabilities to light for our Custody, Clearing, and Fidelity Family Office Services (FFOS) intermediaries and their clients. You will ensure alignment on 'what' the over-arching user experience should be and work with partners to plan and prioritize. You will keep abreast of industry trends and technologies, as well as market dynamics to ensure our experience meets the needs of the next-generation advisor and firms.

Driving the experience vision, strategy & KPIs for our Platform working with Engineering and other Functional Leaders like UX Design and Research.

Proactive experience research, analysis and recommendation of new & existing experience strategies that align to our business and capability strategies and add to our competitive strengths.Leverage data to help drive the right enhanced integrated experiences for customers.Roadmap management: Manage approved Initiatives through an integrated roadmap across the platform.Continuous socialization & communication of the experience vision & roadmap with key stakeholdersOverall Wealthscape Experience Governance: Sponsor and oversee all digital experiences that are part of Wealthscape and give stakeholder approval for all integrated experiences.Breakdown, prioritize, plan, and complete delivery Initiatives (i.e., Strategic, Enhancement, C&M), that have been approved by IWMS leadership, for their respective group of products, resulting in an integrated Product RoadmapDefine, track and achieve all experience related KPIs, including an experience scorecard to help quantify the value of the digital experiences from a business value and technology lifecycle management perspective.Consulted by all functional leaders (CAL/GCL), who own workforce planning, about talent acquisition & planning, including number of resources, skills & competency requirements, and mobility.

You are skilled at defining, refining, and communicating a user experience strategy that will motivate and build team and partner support and alignment to drive success and you are committed to developing your own expertise and knowledge to ensure you bring the latest skills and thinking to your role including, Design Thinking, user and industry research, and journey mapping. You will routinely participate in partner and client meetings to understand client needs and share strategic roadmaps but also anticipate and uncover new needs.

The Expertise and Skills You BringMBA/Master’s degree in relevant field10+ years of proven experience in UX strategy and/or digital product managementDelivering sophisticated digital experiences for B2B usersLeading multiple projects / initiatives at onceDesigning, developing, and maintaining user experience strategy and standardsAgile experience preferred with knowledge of Jira and Jira AlignData-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value deliveredAbility to grasp sophisticated product features and understand the experience required with well-defined business value and acceptance criteriaCapability of leading, influencing, and motivating colleagues without formal authority, with a track record of building hard-working teamsMaking informed trade-off decisions to strike the right balance between quality, cost, and timelinesDelivering business results and customer value / identifying critical metrics to measure resultsExceptional persuasion and negotiation skills when working with internal/external customers to resolve issues and problemsExcellent verbal and written communication skills to clearly articulate the insights from findings to senior management and senior stakeholdersIntellectually curious with a flexible attitudeThrives in a fast-paced environment, high standards for performance with a continuous improvement approach

The Team

The Digital Experience product area is part of the Wealthscape Platform and Technology organization. Our mission is to deliver the optimal ADVISOR and INVESTOR experience that also provides support across the domain for core capabilities across browser-based and mobile platforms. We enable the platform at the core and seek to create an experience that propels growth in an advisor’s business, creates efficiencies and ultimately delivers investor value. Scale and efficiency are key but also an innovative experience that delights our users and helps us maintain our market leadership in the custody and clearing space.

Certifications:Series 07 - FINRA

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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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.