Senior Manager FI Insights Implementation
Senior Manager FI Insights Implementation
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Job Description
Job Description:
The Role
Do you want to make a difference at the enterprise level and be part of a highly collaborative crossfunctional team committed to driving transformation resulting from insights to improve our clients experience within Fidelity Institutional (FI)
We are looking for a Senior Manager of FI Insights Implementation who will be responsible for taking insights to commercial feasibility by establishing implementation processes to drive measurable business impact. This is a pivotal new role that demonstrates your strong business sense differentiated thinking and commercial approach to elevate marketdriven insights to tangible business outcomes by establishing new processes solutions and workflows.
Responsibilities include:
- Designing custom workflows and processes to test and measure various commercial ideas and scale through deep collaborative partnerships with analytics investment specialists distribution enablement sales and marketing teams.
- Establishing a network of client and sales associate intelligence and consensus building to efficiently identify leading indicators and opportunities.
- Packaging recommendations supported by a clear narrative logical reasoning and robust data insights. Your ability to blend datadriven insights with the business objectives will be a key asset in driving impactful decisions and fostering collaboration.
- Consolidating and synthesizing various insights sourced from client tools proprietary and secondary sources to elevate actionable ideas aligned to client needs and market fit.
- Inspecting and evaluating progress of projects and removing impediments as needed.
The Expertise and Skills You Bring
- Bachelors degree and relevant work experience
- 7 years of product management project management or related experience within financial services with a proven track record of bringing a concept to implementation and adoption within a complex organization
- Skilled at developing change management workstream including communications learning implementation measurement and adoption strategies
- Proven ability to effectively translate business needs and improvement opportunities develop use cases and propose solutions to enhance value delivered.
- Knowledge and experience with intermediary and institutional investment sales
- Selfmotivated with a strong sense of ownership and followthrough
- Strong oral and written communication skills
- Ability to approach problems in a consultative manner
- Forwardthinking and curious with a desire to continuously learn and grow
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
The FI Market Intelligence & Commercialization team systematically capture analyzes and interprets information about Fidelity Institutional s external business environment (e.g. traditional and emerging wealth tech competitors) to inform strategy and decision making. We connect dots across our competitors clients and internal strategy to help enable our partners success. Our research helps Fidelity Institutional understand and adapt to the evolving wealth tech competitive landscape and the changing business needs of our clients. Join a team that participates in discussions that advise the development of new capabilities and improve our clients experience.
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial wellbeing of our clients. We help people invest and plan for their future. We assist companies and nonprofit 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 youll 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 dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.
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 preemployment drug screen which will review for the following substances: Amphetamines THC opiates phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.
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 .
Certifications:
Category:
MarketingFidelitys 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 MF) in a Fidelity office.
Required Experience:
Senior Manager
Employment Type
Full-Time
