Job Description:

The Role

Fidelity Personal Investing’s Tax-Exempt (TEM) Domain is seeking an ambitious leader with a passion for engaging partners across both Personal and Workplace (PW) Investing to pioneer a new suite of offerings critical to growing TEM’s market share and improve our competitive positioning now and in the future. You will be a member of the TEM Product and Strategy group, and specifically the TEM Core commercialization team, building new offerings for non-profit clients <$100M in assets. You will bring deep market and industry knowledge to understand customer expectations, changes in markets and competitors. You will be responsible for leading the vision and development of the offering roadmap to 'unlock' more of the market opportunity, proactively identifying product, service model, legal, and technology requirements to create scale. You will consult with business unit leaders from across PW to validate these requirements, test and refine the solution, and launch this solution into the TEM Core market.

The Expertise and Skills You BringLead visioning, development, go-to-market plans for future TEM Core offeringsOversee complex product builds by tracking the status, dependencies, priority, and progress of that work, escalating items where necessary to leadership  Evaluate our market, sub-industries, and client pipeline through demonstrated financial modeling and data analysis skills to identify untapped opportunitiesSynthesize complex data from multiple, disparate sources and present analysis, relevant insights, and themes in a simple/clear wayDemonstrate the ability to balance big picture thinking about our market and industry with a get it done, execution-oriented can-do attitudeDemonstrate consulting capability to build credibility and trust with diverse partners and influence without authorityUnderstands and regularly responds to feedbackSignificant business understanding of the firm and strong working knowledge of agile practices, excellent written and oral communicationBachelor’s degree or equivalent with 10+ years of experience
The Team

TEM provides retirement plan services to benefits leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges & universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developers.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.