Consultant, Lifetime Engagement Technology Squad

Posted 2 Days Ago
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Durham, NC
Senior level
Fintech
The Role
As a Consultant in the Lifetime Engagement Technology Squad, you'll lead digital customer experience initiatives. This involves collaborating across teams to define and deliver engaging products, conducting business acceptance testing, analyzing customer data, and managing product development roadmaps. Strong communication skills and Agile experience are critical, along with expertise in business analysis methods and familiarity with tools like Jira and Adobe Analytics.
Summary Generated by Built In

Job Description:

The Role

Bring your passion for delivering outstanding digital customer experiences to the Lifetime Engagement Technology Squad.  As a member of the Business Enablement chapter aligned to this squad, you will collaborate across Retail and Workplace Investing groups to help define, test and deliver engaging digital experiences to help customers navigate financially important life events, such as changing jobs. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers’ primary financial partner!

The Expertise and Skills You Bring

  • Bachelor’s degree with 8+ years of digital product development experience, ideally in financial services.
     
  • Strong command of business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation.
     
  • Ability to actively participate in technical discussions with developers, help make technical trade-off decisions, and set criteria for minimum viable product (MVP).
  • Conducting business acceptance testing to ensure that the solutions meet the defined requirements.  Collaborate with developers to address any issues before deployment.
     
  • Experience releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis.
     
  • Analyzing customer data and feedback to gauge the effectiveness of delivered solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus.
     
  • Communicating with impact and clarity, both in your written, graphical, and verbal delivery. Deep experience in writing user stories to guide the technical development of products.
     
  • Building positive relationships with partners across multiple disciplines, such as UXD, Marketing, LRC, CKSI, technology, QA and distribution to deliver new products to market.
     
  • Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira.
     
  • Managing product development and delivery roadmaps, forecasting the timing and quality/MVP level for upcoming deliverables.
     
  • Applying your proficiency with Microsoft Word, Excel and PowerPoint, Miro, Tridion Content Management and eReview to advance the squad’s work.
     
  • Understanding of Fidelity’s retail and/or workplace products, solutions, and organization; deeper subject matter expertise across business units a plus

The Team

The Lifetime Engagement Technology Squad partners with key partners across Fidelity to deliver best-in-class customer experiences currently focused on Workplace terminated participants. The squad is passionate about becoming our customers’ primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You’ll work across Retail and Workplace Investing Groups to deliver on this focus. Additionally, as a member of the Business Enablement Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.

Certifications:

Category:Business Analysis

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.

The Company
HQ: Boston, MA
58,848 Employees
On-site Workplace
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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