Job Description

The Role

We are seeking a results-oriented and motivated associate who thrives working with teams to deliver outstanding Cash Management products and services via Fidelity.com and our native mobile App. Interested in being part a team driving real client and business value to Fidelity and our customers? If so, read on and apply soon!

This role will focus in the Spend and Save domain within the Cash Management Squad in the Client Solutions Business Chapter. #CSB

The Expertise and Skills You Bring

Bachelor’s Degree required.
12+ years of proven experience in financial services, with focus in banking, treasury management, cash management and/or card experience is preferred. Also, digital product management for customer experiences is important to succeed in this role.
A combination of strong analytical and interpersonal skills with a learning and growth mindset.
Experience working across Fidelity business units and ability to manage multiple vendors and partners (internal / external)
Comfortable managing multiple complex processes and initiatives, while maintaining updated and accurate documentation that aligns to legal, compliance, audit and other regulatory standards.
Strategy and execution skills to run impactful programs aligned to strategic plans & objectives
Strong presentation and persuasion skills to achieve consensus with multiple audiences including active listening skills to integrate different perspectives and achieve better outcomes.
Possess an agile mindset; also familiarity with Agile process & tools including possessing good story-writing skills is preferred

Responsibilities of the job will include the following:

Working on key initiatives related to maintaining, developing and enhancing the existing client core cash experience and innovating new web and mobile experiences related to saving and spending.
Support the negotiation, drafting, review and approval of complex legal contracting processes.
Support the technology, operations, treasury and vendor teams for all FDIC Sweep program bank required control points, including interest rate management, invoicing, billing, etc.
Serve as the voice of client or end-user; ensure clear acceptance criteria so that both technical and client needs are met
Leveraging client centered techniques such as hypothesis driven design, journey mapping and other similar techniques to define, test and measure client experience changes to drive outcomes. As well as, implementing, measuring, and utilizing metrics & data to aid in identifying enhancement and improvement opportunities.
Active participation in and/or leading defining requirements, understanding business & technology needs, and writing Agile stories to help advance the infrastructure and assist with system & process improvements.
Participating in and leading readiness and rollout activities related to production releases including performing business testing focused on new functionality, operational processes, and end user experience.
Participating in the prioritization of the squad work to deliver value based on an understanding of business and system needs.

The Team

Fidelity is one of the largest providers of investment services in the world. Within Fidelity, the Personal Investing (PI) division is responsible for a number of services that support our clients, such as credit/debit cards, health savings accounts, cash management services, college saving plans, managed investment solutions, the physical branch network, the customer service teams, and retirement solutions that fall outside of employer-sponsored plans.