The Purpose of Your Role
The purpose of this role is to define and deliver the customer experience for Fidelity’s Managed Account Offering in partnership with client experience and technology resources. The desired client experiences will support new Managed Account product offerings and key enhancements to existing customer touch points in multiple channels.
Watch: Career Advice
Minimum of 8-10 years of financial industry experience
BA/BS degree is required, an MBA is desired
Experience interfacing with technology to deliver new products/enhancements and processes improvements
The Purpose of Your Role
The purpose of this role is to define and deliver the customer experience for Fidelity’s Managed Account Offering in partnership with client experience and technology resources. The desired client experiences will support new Managed Account product offerings and key enhancements to existing customer touch points in multiple channels.
The Skills You Bring
You serve as a liaison to technology on cross-functional working teams responsible for the definition and delivery of product capabilities related to customer experience deliverables
You will deliver against near-term client experience solutions while partnering with technology to establish long-term platform strategy for client experience cross-product solutions
You will leverage your business product understanding and platform solution knowledge to influence and communicate desired customer experience changes or enhancements in support of the MA business vision
You will be an adaptable leader able to problem solve and think creatively around complex business problems to support time-to-market goals for the MA business
You bring the ability to collaborate across multiple teams and work within tight timeframes
The Value You Deliver
Your work will drive a new, innovative, customer experience that distinguishes Fidelity in the Advisory marketplace.
Your work will be an integral part of what any of our clients see about their Managed Account and strive to make our experience solutions more configurable and nimble for time-to-market improvements on future product launches.
You will be leading the client experience platform strategy to support the future growth and digitization of the experience in partnership with technology
You will be partnering with business partners to define a desired experience and partner with technology to execute and bring it to life.
You will collaborate with product support partners to consider operational support implications and establish operational support processes.
Send To A Friend
Posts
