Director, TEM Product and Strategy

Job Description :

Please Note : We are unable to provide Visa Sponsorship for this role

The Role

Fidelity Tax-Exempt Market’s (TEM) Product and Strategy Product Area is seeking an ambitious, client-obsessed team member who has a strong history of strategic planning and portfolio management. An associate who enjoys working collaboratively with others across the enterprise and who can inform decision-making and identify opportunities to deliver against key strategic initiatives critical to the long-term success of the TEM organization.

The role will require one to :

• Build effective business cases against lookahead efforts, inclusive of competitive implications, revenue and expense modeling, and / or understanding of key internal business priorities to identify and develop opportunities.
• Develop TEM strategies and communicate them effectively to the teams responsible for developing and executing against them, including TEM Senior Leadership and key business stakeholders.
• Effectively program manage to pull together information across a diverse set of individuals and teams, articulate the full story across multiple streams of work, and influence the prioritization of products / offerings / initiatives to ensure that TEM and its partners are delivering the most impactful work for our business.
• Be curious and have a passion for the TEM business and its participants (mission-driven individuals in the Healthcare, Higher Education, or other skilled professions and non-profits) and the unique business opportunities they present.
• Enjoy leading change and have a record of building strong working relationships with interpersonal skills, empathy, adaptability, and emotional intelligence.
• Be a self-starter who is comfortable operating independently when needed.

The Expertise and Skills You Bring

Knowledge / Industry Experience

The Team

The TEM Product Area sits within the broader TEM organization and is a collaborative and dedicated team of passionate learners. This diverse group of business strategists, product specialists, and technologists is focused on exploring opportunities for Fidelity’s Tax-Exempt Market with senior-level visibility and support.

Certifications : Category :

Business Strategy

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

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