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Consultant, Acquisition & Loyalty

Company: Fidelity Investments
Location: Durham
Posted on: March 18, 2023

Job Description:

Job Description:

The RoleWe are looking for an ambitious leader who is client-obsessed and loves working collaboratively with teams to deliver outstanding client experiences. Strong history of delivering digital experiences that engage and enrich customers lives.Identifying and creating premier client experiences for Fidelity s newest digital experience and working in a fast-paced start-up environment. In this role, you will be:

  • Pulling information together across a diverse set of individuals and teams and articulating the full story across multiple streams of work.
  • Staying intellectually curious and embracing a growth mindset as you ramp up quickly on innovative concepts and approaches.
  • Collaborating closely with development teams on app architecture, helping them understand product needs to draft detailed technical requirements.
  • Partnering with internal teams and external vendors to develop a scalable and integrated product solution.
  • Defining experimentation agendas and assessing work against critical metrics, revenue targets, and scorecards.
  • Enabling work across squads to create a consistent, end-to-end product vision and customer experience.The Expertise and Skills You Bring
    • Bachelor s or equivalent with 8 years of experience
    • Ability to build credibility and trust with diverse partners and understand how to influence without authority.
    • Results-oriented and able to own several initiatives at once, working independently to complete tasks in high-quality, timely manner.
    • Effective organizational skills with the ability to plan and manage time in a fast-paced, fluid environment
    • Strong communicator with technical literacy and proven ability to partner with development teams to ensure requirements are clearly articulated and implemented.
    • Stays persistent and owns the outcome while maintaining a positive, can-do attitude.
    • Thinks broadly ability to consider the customer s total relationship with Fidelity while focusing on a specific product experience.
    • Demonstrated commitment to cross-functional collaboration in an agile, client-centric environment true passion for test and learn!
    • Willing to think beyond traditional financial services to drive best-in-class experiences.
    • Stays close to the customer and understands customer needs.
    • Keeps a pulse on emerging financial services, financial planning tools, technology, user experience, mobile experiences, and social trends.
    • Synthesizes complex data from multiple, disparate sources and presents analysis, relevant insights, and themes in a simple/clear way.
    • Drives competitive advantage through superior customer experience and targeted communications.
    • Participates in and leads readiness and roll out activities for customers and Fidelity associates.
    • Active participation in defining requirements and expectations to help inform technical strategy and roadmaps.
    • High-level understanding of APIs preferred, and how data is collected, stored, and used to create great customer experiences.
    • Experience in Agile and Jira a plusThe TeamThe Acquisition and Loyalty Product Area is responsible for building innovate acquisition programs and enhancing acquisition engine within the Marketing Domain. We provide our clients with innovative savings products and tools and the best digital experience Fidelity has to offer. We bring together a relentless commitment to our clients, a continued focus on innovative solutions and a world class team.Please see below for the salary range for work locations in Colorado only:N/A

      Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A

      Please see below for the salary range for work locations in California only:N/A

      Please see below for the salary range for work locations in Washington only:N/A


      Company OverviewFidelity 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 UsAt 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 Best Place to Work in 2023. 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.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .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 , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Durham , Consultant, Acquisition & Loyalty, Professions , Durham, North Carolina

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