Description

Job Description:

Please Note: We are unable to provide visa sponsorship for this role.

As the VP Lifetime Engagement (LTE), Crossover Team Lead, you will possess deep knowledge and insights of the Crossover customer, own the vision for their future end to end experience, and be accountable for defining and executing against the roadmap that progresses us towards that vision. You will prioritize and champion the most impactful opportunities to convert WI participants to Retail customers, and to delight them throughout their experiences as they become and as they engage with Fidelity as Crossover customers.

To do this, you and your team will bring a data-driven and action-oriented approach as you partner both within the LTE product area with LTE Strategy and Delivery teams, as well as across the organization. Your partnerships will cross business units, including workplace and retail, as well as functions including product, marketing, technology, research & analytics, digital & live channel distribution, etc. You will help accelerate existing and drive new initiatives to realize the vision, expertly managing a balanced portfolio of near- and long-term opportunities, and monitoring and measuring results.

For our highly valued Crossover customers, opportunities exist across the customer journey: to improve workplace customer awareness of our retail offerings, to remove friction from the crossover customer experience, and to enable us to engage crossover customers based on an appreciation of their full relationship with Fidelity. As the Crossover Team Lead, you and your team will ensure we take a thoughtful and deliberate approach to make continuous progress against these opportunities.

The Value You Deliver

• Proactively identify new customer opportunities and build business cases to discern commercial viability.
• Partner with Strategy, Delivery and other leaders to influence and prioritize execution plans across multiple stakeholders within Workplace, Wealth and Brokerage.
• Set priority, sequencing and phasing including go-to-market strategy via your product roadmap.
• Evaluate and optimize value based on overall Product Area vision and priorities through continuous refinement, ruthless prioritization, as well as focus on KPIs and business impact.
• Demonstrate consulting capability to work closely across business units and leaders to effectively shape priorities and accelerate programmatic execution.
• Manage talent lifecycle of team including hiring, coaching, developing and performance management practices.

The Expertise You Have

• Bachelor's Degree required
• 10+ years of experience with product strategy and development and working with key stakeholders enabling product development and delivery
• 5+ years successfully leading and developing teams with diverse capabilities and experience

The Skills You Bring

• Data-driven approach to understanding customer needs and insights, developing a strategy, and translating strategic objectives into action.
• Strong customer focus and experience designing, developing and maintaining dynamic customer experiences.
• Proven experience engaging and influencing multiple stakeholders across products/platforms with competing priorities and key dependencies.
• Strong analytical and judgement skills to determine the direction and achievement of goals; keeping key stakeholders informed on progress.
• Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management.
• Knowledge of Fidelity operations and customer facing channels in PI and WI strongly preferred.
• Digital to live channel integration experience preferred.
• Supports aligned teams as they create value delivered through prioritization, creativity, innovation, collaboration, and decision making.
• Proven track record of developing and coaching talent.

Certifications:

Category:

Product Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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