About the role

  • Identifying the needs and problems for our customers.
  • Leading or supporting ideation, development, deployment, and execution of new offerings and capabilities to help clients better meet their financial goals.
  • Driving or supporting key aspects of the strategy and product development life cycle including product research and development, developing business requirements, supporting go-to-market activities, and designing and implementing end-to-end customer experiences.
  • Working across Fidelity with internal and external business partners to optimize associate and customer experiences that address the needs of our customers.
  • Identifying critical business insights based on external market research, competitive intelligence, customer and advisor research, and internal Fidelity opportunities.
  • Collaborating as a member of the Strategic Initiatives Team within Wealth Alternatives and Investment Solutions to support delivery of strategic initiatives, new client experiences, and new offerings.

Requirements

  • Bachelor's or equivalent with 8+ years of experience or Masters with 6+ years of experience.
  • CAIA, CFA, CFP, all are a plus.
  • Product management experience, a plus.
  • Understanding of Fidelity’s wealth offerings and experiences, a plus.
  • Strong project management skills and driven to own several initiatives at once.
  • Business strategy or consulting experience, a plus.
  • Strong analytical and interpersonal skills; strong listening skills to integrate different perspectives and achieve better outcomes.
  • Ability to think broadly about both digital and live channel experiences, as well as how unique elements fit together.
  • Demonstrated experience in articulating customer needs in the design of products and solutions.
  • Strong presentation skills to achieve consensus with multiple audiences, including regular presentations to senior Fidelity leaders.
  • Cross-functional collaboration skills to navigate an environment with a range of priorities and perspective.
  • Note: Fidelity will not provide immigration sponsorship for this position.

Benefits

  • Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F).
  • Fidelity Investments is an equal opportunity employer.
  • Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
  • Privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
  • Diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Job title

Consultant, Alternative Investments Product Management

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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