Product Development & Management
Vice President, User Experience Strategist
- Merrimack, NH
- Boston, MA
- Smithfield, RI
- Westlake, TX
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 Wealthscape Experience Strategy Owner (WESO) is responsible for the user experience strategy across all Wealthscape capabilities and integrations. This role works with Domain and Product Area Leaders to align a strategy that is grounded in a seamless and modern user experience for our customers via a wealth centric digital experience that delivers on strategic outcomes & priorities!
This role is distinct from product ownership and has a broad scope and focus on user empathy and engagement with the Wealthscape platforms and integrated experiences. The role will partner with and influence leaders across IWMS and FI to ensure the user experience strategy aligns with product strategies and that our capabilities work synch. The strategic focus is on the experience our customer firms need, simplifying our operating environment and eliminating artificial boundaries that exist within the platform. The WSEO should be an influential leader to help drive the development and growth of our platform experience.
The Role
We are hiring an experienced leader to own the UX vision and strategy for our Wealthscape Platform for professional users and their end-investors!
Do you want to make an impact on our user experience vision while having hands-on, direct engagement with end clients? Do you want to be part of a highly collaborative, cross-functional product, UXD, and technology team? We are looking for a Wealthscape Experience Strategy Owner (WESO) who will blend product management, leadership, and user experience expertise with a passion for delivering results and delighting customers.
You will own the UX vision and strategy for our Wealthscape platforms to offer a user experience that brings the best of our capabilities to light for our Custody, Clearing, and Fidelity Family Office Services (FFOS) intermediaries and their clients. You will ensure alignment on 'what' the over-arching user experience should be and work with partners to plan and prioritize. You will keep abreast of industry trends and technologies, as well as market dynamics to ensure our experience meets the needs of the next-generation advisor and firms.
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Driving the experience vision, strategy & KPIs for our Platform working with Engineering and other Functional Leaders like UX Design and Research.
- Proactive experience research, analysis and recommendation of new & existing experience strategies that align to our business and capability strategies and add to our competitive strengths.
- Leverage data to help drive the right enhanced integrated experiences for customers.
- Roadmap management: Manage approved Initiatives through an integrated roadmap across the platform.
- Continuous socialization & communication of the experience vision & roadmap with key stakeholders
- Overall Wealthscape Experience Governance: Sponsor and oversee all digital experiences that are part of Wealthscape and give stakeholder approval for all integrated experiences.
- Breakdown, prioritize, plan, and complete delivery Initiatives (i.e., Strategic, Enhancement, C&M), that have been approved by IWMS leadership, for their respective group of products, resulting in an integrated Product Roadmap
- Define, track and achieve all experience related KPIs, including an experience scorecard to help quantify the value of the digital experiences from a business value and technology lifecycle management perspective.
- Consulted by all functional leaders (CAL/GCL), who own workforce planning, about talent acquisition & planning, including number of resources, skills & competency requirements, and mobility.
You are skilled at defining, refining, and communicating a user experience strategy that will motivate and build team and partner support and alignment to drive success and you are committed to developing your own expertise and knowledge to ensure you bring the latest skills and thinking to your role including, Design Thinking, user and industry research, and journey mapping. You will routinely participate in partner and client meetings to understand client needs and share strategic roadmaps but also anticipate and uncover new needs.
The Expertise and Skills You Bring
- MBA/Master’s degree in relevant field
- 10+ years of proven experience in UX strategy and/or digital product management
- Delivering sophisticated digital experiences for B2B users
- Leading multiple projects / initiatives at once
- Designing, developing, and maintaining user experience strategy and standards
- Agile experience preferred with knowledge of Jira and Jira Align
- Data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered
- Ability to grasp sophisticated product features and understand the experience required with well-defined business value and acceptance criteria
- Capability of leading, influencing, and motivating colleagues without formal authority, with a track record of building hard-working teams
- Making informed trade-off decisions to strike the right balance between quality, cost, and timelines
- Delivering business results and customer value / identifying critical metrics to measure results
- Exceptional persuasion and negotiation skills when working with internal/external customers to resolve issues and problems
- Excellent verbal and written communication skills to clearly articulate the insights from findings to senior management and senior stakeholders
- Intellectually curious with a flexible attitude
- Thrives in a fast-paced environment, high standards for performance with a continuous improvement approach
The Team
The Digital Experience product area is part of the Wealthscape Platform and Technology organization. Our mission is to deliver the optimal ADVISOR and INVESTOR experience that also provides support across the domain for core capabilities across browser-based and mobile platforms. We enable the platform at the core and seek to create an experience that propels growth in an advisor’s business, creates efficiencies and ultimately delivers investor value. Scale and efficiency are key but also an innovative experience that delights our users and helps us maintain our market leadership in the custody and clearing space.
Certifications:
Series 07 – 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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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.
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.
