Job Description:

The Role

Are you interested in joining a highly collaborative, fast-paced, growth area in an organization where you can help drive business solutions and inspire change? Managed Accounts are a growing business in the financial services industry, and Strategic Advisors Technology is seeking a Product Manager to help our advisor business grow. We are looking for individuals who are passionate about investment management, problem solving, building great things, and continuously improving.

The Team

The Account Management Compute and Review team within Strategic Advisors Technology provides personalized portfolio management to Fidelity's over 3 million managed accounts customers, providing tax advantages and customizations all with the aim to help customers realize their investment goals. As a Product Lead, you set overall purpose and vision for the work of a squad, serving as the end-to-end gatekeeper of the mission, strategy, product life cycle and value creation. Outside of the squad you will work closely with Fidelity's Strategic Advisors portfolio engineers, investment architects and operations team to understand their vision and challenges. From there, you’ll work with your squad of analysts and engineers to deliver innovative, cost effective, architecturally aligned, and timely solutions.

The Expertise and Skills You Bring

Bachelor's degree (or above) in technology or finance related field
6+ years of experience in business/systems analysis, product owner, and/or product management
Excellent communication, organization and planning, and presentation skills for your team and for executives
Experience working on distributed and multi-time zone teams.
Proven expertise designing, developing, and maintaining large, complex, and dynamic products and solutions
Agile, Jira, and Jira Align experience, preferably from a planning perspective
Financial services industry knowledge and experience vital, investment management and/or wealth management domain knowledge needed and financial optimizer experience a plus
Translate strategic objectives into consumable, actionable plans, that your squad or product area can build from

Derive initiatives and end-to-end workflows that can be broken down into epics & stories with well-defined business value and designs
Track record of building highly engaged, industrious teams with a strong focus on execution and the ability to identify, communicate, and remove impediments
Effective at running fusions for estimating and planning large efforts that articulate the project demands, assumptions, schedule, and risks, and help advise Product Area roadmap and capacity needs
Capable of leading, influencing, and motivating colleagues on solutions, ways of working and tools without formal authority, many times outside of our direct team and in matrixed situations
Innovative, intellectually curious, and a team player who can continuously improve our culture, process, and tools, and encourage an agile way of working

The Value You Deliver

Solutions and capabilities that progress the Account Management product/platform vision, meet stakeholder needs, and have gone through a thorough prioritization process you develop balancing return on investment and delivery timeframes
Defining, refining, and communicating the roadmap, mission, and plans for assigned Squads, products, and initiatives
You are a constant voice of the platform's stakeholders, allowing you team to focus on how to build the best product
Collaborating and coordinating with Chapter Leaders, Architects, Scrum Masters, and Squad members to build Squad capacity and capability to achieve our goals

Company Overview

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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Category:

Product Management

Principal Product Manager

Job Description