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Director, Product Management, Client Engagement For Off-Platform Advice Solutions

Expired Job

Fidelity Boston , MA 02298

Posted 4 months ago

Director, Product Management, Client Engagement for Off-Platform Advice Solutions

The Expertise We're Looking For

  • Bachelor's degree required

  • A minimum of 10 years' experience in the financial services industry

  • Proven experience in successful client engagement and acquisition strategies

  • Deep knowledge of financial planning and advice solutions

  • Proven ability in taking complex topics and making them digestible

  • Experience leading and managing large, cross-functional projects and adhering to deadlines

The Purpose of Your Role

The Director of Product Management, Client Engagement will design and execute on business development strategies with retirement intermediaries and plan sponsors with the goal of increasing penetration rates and building client retention strategies. She/He will work directly with plan intermediaries (Record Keepers, Advisors), Plan Sponsors as well as internal client facing teams, across the organization, to design and execute on strategies that will enable growth, support better client outcomes and provide a high level of customer satisfaction. Critical to this role is the successful execution of an integrated cross company client engagement strategy. In addition, this position will provide the voice of the customer to help inform the Off-Platform Workplace Advice product roadmap.

The Skills You Bring

  • You have a passion for building strong relationships and providing the best overall experience to clients

  • You are a strategic thinker who can develop and execute on strategies to meet business objectives

  • You have the ability to explain complex information clearly, using clear, simple, audience-appropriate language

  • You have the ability to influence and synthesize multiple and diverse perspectives into a meaningful and engaging customer experience

  • You have a strong collaborative approach and ability to work effectively in a matrix organization

  • You can motivate, lead and influence others and work collaboratively with both internal and external business partners

The Value You Deliver

Build strong client relationships resulting in strong penetration rates

  • Collaborate with sales and relationship management teams to implement and successfully execute strong record keeper and plan sponsor support programs (end to end perspective)

  • Create and execute business development plans with record keepers leading to strong client penetration

  • Design and implement strategies to grow awareness and adoption of Workplace Advice through record keepers and advisors

  • Provide primary client support for strategic plan sponsor's ensuring strong integration of Workplace Advice within their benefits offering and supporting programs that will help support better plan and participant outcomes

  • Provide feedback on capabilities and vision to support the product roadmap

How Your Work Impacts the Organization

The Off-Platform Workplace Advice team is responsible for providing advice solutions to plans and participants through non-affiliated record keepers. This role is critical to ensure Fidelity is able to successfully offer our Advice Solutions through record keepers to plan sponsors and ultimately participants providing the right solutions to each of these clients. As a member of this team, you will be expected to develop and execute on strategies that supports product penetration and builds strong client relationships

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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Director, Product Management, Client Engagement For Off-Platform Advice Solutions

Expired Job