Director, Product Management - IWMS Platform and Technology

Job Description:

The Role:

• Accountable for building a mutually beneficial relationship model with Strategic External to Fidelity Fintechs to support scalable integration opportunities to drive engagement with Fidelity’s Custody/Clearing Technology Offering

• Drive the prioritization of integration capabilities and direction, provide industry/organizational insights, collaborate across Fidelity to execute on Fintech strategic efforts and serve as a reliable escalation path for critical fintech integration support needs

• Work closely with Client Relationship Group, Segment Strategy Team, Technology and Platform Consulting Teams, and Client Experience Groups, other Technology teams across the Fidelity enterprise to promote, expand and deepen Fintech integration offerings

• Analyze, assess, and provide insights and recommendations to senior management team on product offering, business value and competitive landscape

• Evaluate product-level performance, and tracking growth of integrations and clients through Fintech on a quarterly basis and share with Senior Management team

• This is a senior level role and will require to coach and mentor junior relationship managers

• Develop strategy for building integrated experience with industry leading CRM (Salesforce, MS Dynamics CRM, Redtail etc.) systems.

The Expertise, Experience and Skills You Have

• Strategy Execution – Manage and execute integration capabilities for Fintechs to support modernization efforts. Demonstrated success defining strategic roadmaps and leading the implementations and offerings aligned with the evolving direction of the Fintech and clients.

• Results-Oriented – Focuses on discreet delivery of value through Fintechs for our customers and business.  Ensures things are getting done at an appropriate pace; drives ownership and accountability with Fintechs, streamlines processes to drive efficiency.

• Communicate Effectively – Strong communication/presentation skills, participates in executive level fintech engagements and clients. Strong interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization

• Lead Collaboratively – Strong collaborator with proven ability to function in highly matrixed environments at all levels, including across technical, operational, and business/product domains.

• Technology Proficiency – Strong technical knowledge with various technology products to define solutions based on the use cases for Fintechs and clients. Knowledge of the Brokerage business and platform ecosystems

• A continuous improvement approach that encourages and enables to iteratively deliver value for Fintechs.

• 15+ years of experience in financial services

• 10+ years of technology product implementation experience

• 3+ years of CRM platform experience (Salesforce, MS Dynamics CRM, Redtail etc.)

The Value You Deliver

• Strategic Planning, Integration Roadmap Alignment & Prioritization, Coordination of Internal/External Resources for Fintech integrations

• Utilize Data and Information to Continuously Assess Fintech Strategic Alignment/Importance to the Organization

• Partner with Fintechs to Raise Awareness and Drive Adoption of Integration Capabilities Available to Clients

• Quarterly Fintech Scorecard Review & Needs Assessment

• Critical Integration Support Escalation – Primary Point of Contact for Integration Initiatives Management

• Act as Fintech Integration SME to expand awareness/highlight opportunities for deeper integration

• Partner with Internal Fidelity Stakeholders to Advocate for the Fintech Persona and Drive Enhancement Roadmaps Across the Product Areas

• Utilize a Comprehensive Go-To-Market Strategy to Create Awareness and Drive Adoption of Fintech Integrations

• Collaborating with Tech Consulting, Relationship Management, Client Experience and Integration Services teams to design and deliver exceptional solutions and services for our clients through Fintech.

Certifications:

Category:

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 every other week (all business days, M-F) in a Fidelity office.