Job Description:
The Role
As the Squad Leader, you blend financial planning expertise and business capability product management knowledge to deliver decision support frameworks that enable customers to make good financial decisions. This role will play a pivotal role in supporting our planning offerings as the champion for robust and highly scalable platform API solutions that support the creation of point-in-time outcomes such as Total Cost of Leaving the Workforce, Marital Split, College Calculator among others for deployment in numerous consumer experiences across the firm. This role can be hired at Director or VP level, depending on skills. Success in this multifaceted role is dependent on:
* Developing key partnerships to influence the business partner strategic roadmaps
* Maintaining and developing your own technical and industry knowledge to ensure you bring innovative thinking to solutions.
* Partnering with methodology specialists in Strategic Advisors to define the vision for the underlying foundational planning capabilities that will bring it to life.
* Defining the alignment on the what and when of the work performed by the squad through ongoing planning and prioritization, experimentation, and iterative delivery.
* Developing business capability strategy across multiple applications and platforms, aligned with the objectives of our business partners.
The Expertise and Skills You Bring
* Bachelors degree required with experience in financial planning solutions
* A foundational understanding and appetite to learn platform capabilities including knowledge of REST API/services technologies
* 7+ years of related platform leadership experience and/or product management
* A learning and growth demeanor with a drive for deliver frameworks that help customers navigate difficult questions providing value to our customers and Fidelity
* Experience or demonstrated ability to learn Fidelitys planning offerings and lead distributed cross-functional software development teams
* Experience deploying scalable solutions that impact millions of customers and thousands of associates across a sophisticated ecosystem.
* Experience with Scrum/Agile development
* Proficiency with end to end web technologies such as core Java, Spring MVC / Spring Core / Web Services (SOAP/REST), cloud-computing, etc., to enable the technical work and execution.
The Team
The Planning & Advice Platform team supports the Personal Investing & Workplace Investing Wealth Management offerings through business capabilities delivered via APIs. We support 15M+ active participants and customers and over +30B in assets to analyze their finances and establish a financial plan that helps them achieve their dreams. We are very proud of our scale, supporting the ability to respond to over two billion consumer requests every week and deliver sophisticated decision support frameworks simply in cross-channel experiences.
Certifications:
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 associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations @fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
Boston, MA
Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors.
Based in Boston, Massachusetts, it is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management
History of Fidelity Investments
The Fidelity Fund was established in 1930, a year after the stock market crash of 1929 and before the Great Depression of 1933. The fund continued to operate until 1943 when it was acquired by Boston-based lawyer Edward C. Johnson II. At the time, the fund reported assets under management valued at $3 million. In 1946, Johnson II founded the Fidelity Management and Research Company, now Fidelity Investments, to serve as an investment advisor to the Fidelity Fund. When running the fund, Johnson’s objective was to buy stocks with a potential for growth, and not necessarily blue-chip stocks.
Fidelity Investments Operations
Fidelity Investments operates several businesses, with the main ones being mutual funds and brokerage services. The mutual fund division comprises three divisions – equity, high-income, and fixed income divisions. The company operates Fidelity Contrafund, the largest non-indexed mutual fund in the United States, with over $107.4 billion in assets. Fidelity Investments also owns Fidelity Magellan, which was at one time managed by former CEO and President Ned Johnson. Fidelity Magellan manages assets totaling $15.5 billion.