Squad Leader - Strategic Advisors Technology

Job Description:

The Role

Strategic Advisors Technology (SAT) is looking for an experienced Squad Leader to work on one of Fidelity's key strategic programs.

We are a highly collaborative, fast-paced team in a growth area driving real value through our solutions. We are looking for individuals who are passionate about investment/wealth management, problem solving, quality development, and continuous improvement. That passion allows you to be the end-to-end gatekeeper of the Squad's mission, culture, strategy, and tactical execution.

The Expertise and Skills You Bring

• Bachelor's degree (or above) in technology or finance related field

• 6+ years of experience in business/systems analysis, product owner, and/or product management with +2 years experience in a Squad Lead type capacity

• Excellent communication, organization and planning, and presentation skills

• Experience working on distributed and multi-time zone teams.

• Proven experience designing, developing, and maintaining large, complex, and dynamic products and solutions

• Agile, Jira, and Jira Align experience, preferably from a planning perspective

• Financial services industry knowledge and experience vital, investment management and/or wealth management domain knowledge needed and financial optimizer experience a plus

• Specifically familiar with patterns and processes enabling a user to review large dataset quickly and efficiently

• Translate strategic objectives into consumable, actionable plans, that your squad or product area can build from

• Derive epics and end-to-end workflows that can be broken down into stories with well-defined business value and acceptance criteria

• Track record of building highly engaged, industrious teams with a strong focus on execution and the ability to identify, communicate, and remove impediments

• Effective at running fusions for estimating and planning large efforts that articulate the project demands, assumptions, schedule, and risks, and help advise Product Area roadmap and capacity needs

• Capable of leading, influencing, and motivating colleagues on solutions, ways of working and tools without formal authority, and a track record of building highly effective teams

• Innovative, intellectually curious, and a team player who can continuously improve our culture, process, and tools, and encourage an agile way of working

• Solutions and capabilities that progress the Account Management product/platform vision, meet stakeholder needs, and have gone through a thorough prioritization process you develop balancing return on investment and delivery timeframes

• Defining, refining, and communicating the roadmap, mission, and plans for assigned Squads, products, and initiatives

• You are a constant voice of the platform's stakeholders, allowing you team to focus on how to build the best product

• Collaborating and coordinating with Chapter Leaders, Architects, Scrum Masters, and Squad members to build Squad capacity and capability to achieve our goals

The Team

The Account Management portfolio construction team within Strategic Advisors Technology provides personalized portfolio management to Fidelity's roughly 3 million managed accounts and 800B+ AUM. The platform provides tax advantages and customizations all with the aim to help customers realize their investment goals. As a Squad Lead on the investment management review team, you will work closely with Fidelity's portfolio engineers, investment architects and operations team to understand the product vision and challenges. From there, you'll work with your squad of analysts and engineers to deliver innovative, cost effective, architecturally aligned, and timely solutions.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit 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, you'll 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 don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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 pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations@fmr.com.