Product Development & Management
Squad Lead, Managed Platform Billing
- Durham, NC
- Boston, MA
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
The Role
Do you want to be part of a team working on building a new business in a rapidly growing segment of the market? We are looking for a motivated and innovative leader who will join our Managed Accounts Fee Billing team within the Fidelity Institutional Managed and Advisory Solutions area.
As advisor adoption of our flagship Fidelity Managed Account Xchange (FMAX) platform continues to increase, we are growing and expanding our critical capability teams to support this increased client adoption of the FMAX platform. This role will be focused on enhancing the fee-billing processing and financial controls necessary to support business growth and ensure accuracy of fees associated with the FMAX platform and will require collaboration across cross-functional and cross-enterprise teams including Billing, Finance, Accounting, Legal, Risk, Compliance, Technology and Operations.
As a Squad Leader, you blend product development, leadership, and financial services expertise with a passion for delivering results. You are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to complete specific product features lead. You will ensure alignment on the “what” and “when” work that is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.
The Expertise and Skills You Bring
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Owning the end-to-end management of driving a roadmap, aligning priorities, conveying vision, and articulating an end-state billing experience that supports the FMAX platform.
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Delivering on Squad Leader responsibilities such as translating business objectives into strategy and approach, prioritizing backlogs and sprints, defining the business process and KPIs, and keeping partners advised of plans and progress.
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Demonstrating an agile mentality in partnership with Product Area Leader and peer Squad Leaders to achieve broader business objectives.
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Ensuring the platform enables scalable development and management of FMAX billing capabilities.
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Collaborating and coordinating with Chapter Leaders, Scrum Masters, Engineers, and UX designers and enabling squad member growth, development, and learning
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Support the case and rationale for new features and innovations.
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Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.
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Partnering with key vendors and team members to deliver integrated solutions.
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BA / BS
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8+ years financial services experience
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Series 99 or equivalent (or must acquire within 6 months of getting role)
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A balance of technology and non-technology skills to fully appreciate the broad needs of our clients.
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Ability to think strategically and work with colleagues across Fidelity to develop and resource multi-year plans.
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A strong focus on execution and identify, communicate, and remove impediments to progress.
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Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building strong teams.
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Continuously improve and encourage an Agile way of working.
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Jira and Jira Align experience preferred.
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Grasping sophisticated product features and break them into clear and concise Epics and Stories with well-defined business value and acceptance criteria.
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Creating Product backlogs and roadmaps
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Intellectually curious and model a culture of continuous learning, mentoring and coaching.
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Interpersonal and influencing skills are critical along with a proven track record of successfully engaging with all levels of management across multiple business units.
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Managed accounts experience and investment product knowledge is preferred.
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Understanding of billing and accounting concepts is a plus.
The Team
You work in partnership with the Managed Capabilities and Managed Platform Product Area Squad Leads, Other Squad Leaders, Scrum Masters, and Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.
Certifications:
Series 99 – FINRA
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, or by calling 800-835-5099, prompt 2, option 3.
Company overview
At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
