Consultant, Acquisition and Loyalty Details

Consultant, Acquisition and Loyalty

Fidelity Investments - Smithfield, RI

Employment Type : Full-Time

Job Description:

The Role

Looking for an ambitious leader who is client obsessed and loves working collaboratively with teams to deliver extraordinary client experiences. Strong history of delivering digital experiences that engage and enrich customers’ lives.

#CSB

• Identifying and creating premier client experiences for Fidelity’s newest digital experience and working in a fast-paced start-up environment
• 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
• Identifying innovative strategies that motivate young customers to engage in app-based financial learning
• Collaborating closely with Business Analysts, User Experience Designers, Content Managers, and Back-end Developers to create a consistent, end-to-end product vision and customer experience.
• Defining experimentation agendas and assessing work against critical metrics, revenue targets, and scorecards.

The Expertise and Skills You Bring

• 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 while working independently to complete tasks in high-quality, timely manner.
• High-level understanding of APIs, and how data is captured, stored, and used to create great customer experiences.
• Ability to partner with development teams and ensure requirements are clearly defined and understood.
• 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, dynamic 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 fintech offerings, financial planning and education tools, 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 customer communications.
• Participates in and leads readiness and roll out activities for customers and Fidelity associates.
• Experience in Agile and Jira a plus
• Bachelor’s or equivalent with 8 years of work experience or 6 years with a Master's Degree

The 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.

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.

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 Best Place to Work in 2022. 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.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 fidelitycareers.com.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.