<p>Job Description:</p> <p>The Role:</p> <ul> <li> <p>Accountable for building a mutually beneficial relationship model with Strategic External to Fidelity Fintechs to support scalable integration opportunities to drive engagement with Fidelity's Custody/Clearing Technology Offering</p> </li><li> <p>Drive the prioritization of integration capabilities and direction, provide industry/organizational insights, collaborate across Fidelity to execute on Fintech strategic efforts and serve as a reliable escalation path for critical fintech integration support needs</p> </li><li> <p>Work closely with Client Relationship Group, Segment Strategy Team, Technology and Platform Consulting Teams, and Client Experience Groups, other Technology teams across the Fidelity enterprise to promote, expand and deepen Fintech integration offerings</p> </li><li> <p>Analyze, assess, and provide insights and recommendations to senior management team on product offering, business value and competitive landscape</p> </li><li> <p>Evaluate product-level performance, and tracking growth of integrations and clients through Fintech on a quarterly basis and share with Senior Management team</p> </li><li> <p>This is a senior level role and will require to coach and mentor junior relationship managers</p> </li><li> <p>Develop strategy for building integrated experience with industry leading CRM (Salesforce, MS Dynamics CRM, Redtail etc.) systems.</p> </li></ul> <p>The Expertise, Experience and Skills You Have</p> <ul> <li> <p>Strategy Execution - Manage and execute integration capabilities for Fintechs to support modernization efforts. Demonstrated success defining strategic roadmaps and leading the implementations and offerings aligned with the evolving direction of the Fintech and clients.</p> </li><li> <p>Results-Oriented - Focuses on discreet delivery of value through Fintechs for our customers and business. Ensures things are getting done at an appropriate pace; drives ownership and accountability with Fintechs, streamlines processes to drive efficiency.</p> </li><li> <p>Communicate Effectively - Strong communication/presentation skills, participates in executive level fintech engagements and clients. Strong interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization</p> </li><li> <p>Lead Collaboratively - Strong collaborator with proven ability to function in highly matrixed environments at all levels, including across technical, operational, and business/product domains.</p> </li><li> <p>Technology Proficiency - Strong technical knowledge with various technology products to define solutions based on the use cases for Fintechs and clients. Knowledge of the Brokerage business and platform ecosystems</p> </li><li> <p>A continuous improvement approach that encourages and enables to iteratively deliver value for Fintechs.</p> </li><li> <p>15+ years of experience in financial services</p> </li><li> <p>10+ years of technology product implementation experience</p> </li><li> <p>3+ years of CRM platform experience (Salesforce, MS Dynamics CRM, Redtail etc.)</p> </li></ul> <p>The Value You Deliver</p> <ul> <li> <p>Strategic Planning, Integration Roadmap Alignment & Prioritization, Coordination of Internal/External Resources for Fintech integrations</p> </li><li> <p>Utilize Data and Information to Continuously Assess Fintech Strategic Alignment/Importance to the Organization</p> </li><li> <p>Partner with Fintechs to Raise Awareness and Drive Adoption of Integration Capabilities Available to Clients</p> </li><li> <p>Quarterly Fintech Scorecard Review & Needs Assessment</p> </li><li> <p>Critical Integration Support Escalation - Primary Point of Contact for Integration Initiatives Management</p> </li><li> <p>Act as Fintech Integration SME to expand awareness/highlight opportunities for deeper integration</p> </li><li> <p>Partner with Internal Fidelity Stakeholders to Advocate for the Fintech Persona and Drive Enhancement Roadmaps Across the Product Areas</p> </li><li> <p>Utilize a Comprehensive Go-To-Market Strategy to Create Awareness and Drive Adoption of Fintech Integrations</p> </li><li> <p>Collaborating with Tech Consulting, Relationship Management, Client Experience and Integration Services teams to design and deliver exceptional solutions and services for our clients through Fintech.</p> </li></ul> <p>Certifications:</p> <p>Company Overview</p> <p>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.</p> <p>Join Us</p> <p>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.</p> <p>Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p> <p>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.</p> <p>We invite you to Find Your Fidelity at fidelitycareers.com.</p> <p>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.</p> <p>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.</p>