Product Manager - Forms, Content Management and Design Team - Wealth Client Experience

Job Description:

The Role

Ready to take on a demanding position and drive top-tier content management? In your role as Product Manager for the Forms, Content Management and Design team within Client Experience Strategy and Enablement, you will be responsible for the development, implementation, and ongoing management of forms, legal disclosures, and other product-specific collateral for IWMS. You will guide the rollout of updates on various platforms, improving client experience, and meeting regulatory timelines.

You will partner across Fidelity too:

• Ensure content is compliant, accurate, and available on required channels

• Offer subject matter expertise to both internal business partners and external clients

• Deliver updates and changes by requested timeframes, with adherence to regulatory deadlines

• Support new product rollouts and firm initiatives

• Assist various in-house and third-party tech teams and/or vendors that use our content for their platforms

• Apply your influence and communication skills to develop strong, positive relationships across the organization

• Manage internal and external communications regarding updates and deployment

• Seek out opportunities to drive efficiencies across processes

The Expertise and Skills You Bring

• BS degree and/or 5-7 years of experience in the financial services industry, ideally within financial communication, and/or engaging directly with custody and clearing clients

• Strong communication and overall project management skills, as they are critical to your success in this role

• Excellent organizational skills in prioritizing and leading multiple projects at once, while ensuring deadlines are met in a fast-paced environment

• Communicating project statuses to ensure all stakeholders are aware of progress and their actionable tasks

• Ability to work collaboratively across Fidelity Enterprise, by possessing strong influencing skills and maintaining productive long-term working relationships

• A solid insight into Fidelity products and services, the competitive landscape of the brokerage industry, and familiarity with the intermediary marketplace

• Proficiency with Adobe products, eReview, Jira, Confluence, Sharepoint, and/or WorkFront a plus

The Team

We are a well-respected team that manages content for Custody, Family Office, Clearing, Clearing Custom, and FCM. Our team collaborates closely with business partners across Fidelity, including Product, Legal, Risk, Compliance, Client Experience, Operations, Policy and Control, and various tech teams. Additionally, we engage with external RIA and Broker-Dealer clients and vendors to ensure our form content supports both client and firm needs. We offer specialized knowledge and strive for flawless execution, while balancing client experience with adherence to regulatory requirements.

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.

Fidelity’s Onsite Working Model
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.

Certifications:

Category:

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.