Manager, Specialty Savings & Lending

About the role

The Specialty Savings & Lending team, within Wealth Customer Insights & Offerings, is responsible for a diverse portfolio of products and capabilities that help Fidelity customers save, spend, borrow, and manage their financial lives. Our Portfolio Includes Cash Management Account (CMA), Retail Health Savings Account (HSA), Education Savings (529), Securities-Backed Line of Credit (SBLOC), Custodial Accounts (UTMA/UGMA), Attainable Savings Accounts (ABLE), Mortgage, Home Equity Line of Credit (HELOC), Payment Capabilities. Together, these offerings play a critical role in delivering meaningful customer value, deepening client relationships, and supporting the growth of Fidelity's Wealth businesses.

Responsibilities

• Work with Product Leaders to conduct ongoing competitive and industry analysis to identify emerging trends, product enhancements, and innovation opportunities amongst our offerings
• Partner closely with Analytics, Customer Research, Product, and Business teams to translate customer insights into actionable recommendations and strategic priorities
• Partner with Product and Capability Leaders to understand customer pain points, operational gaps, and growth opportunities across the product portfolio
• Assess the feasibility, customer value, and business impact of new products, features, and enhancements
• Develop data-driven business cases that support investment decisions and prioritization efforts

Requirements

Fidelity will not provide immigration sponsorship for this position.

• Bachelor’s degree or equivalent professional experience
• 5+ years of experience, ideally within product strategy, business strategy, consulting, financial services, market research, analytics, or a related field

Skills

• Strong analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and recommendations
• Proven ability to manage multiple priorities and assist to drive initiatives in a fast-paced, dynamic environment
• Exceptional communication, presentation, and storytelling skills, with experience influencing stakeholders
• Demonstrated ability to build strong cross-functional partnerships and collaboration

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Pay

The base salary range for this position is $66,000-125,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and