Sr Mgr, Product Manager - CRM Strategy

Fidelity Investments · Westlake, TX · United States

Sr Mgr, Product Manager - CRM Strategy senior · Other

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role


Interested in leading a high-impact delivery team responsible for transforming how Fidelity Institutional manages client relationships and drives growth?  Join us as we execute our vision to deliver innovative solutions that enhance all aspects of FI client management and growth!

 

This Product Manager will lead a delivery team focused on reimagining and enhancing the Salesforce experience for Fidelity Institutional’s distribution, relationship management, and specialist teams.  As the Product Manager, you blend the ability to align business needs and technology with a passion for delivering results.  You will ensure alignment on the “what” and “when” through ongoing roadmap planning, prioritization, and management of the product backlog. 

 

The Expertise and Skills You Bring

 

 

 

The Team

 

Fidelity Institutional (FI) leverages Salesforce as its enterprise CRM platform and as a critical enabler of the associate experience across sales, relationship management, consulting, and client service organizations. As FI continues to invest in Salesforce as a strategic capability, this team plays a central role in defining the future of advisor and client engagement. Product Managers on this team partner across business and technology organizations to deliver innovative solutions that drive growth, improve efficiency, and enhance the client experience.

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:

Product Management

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.

Encuentra más ofertas como esta

Explora más ofertas activas de esta empresa o crea una cuenta en Insider Jobs para buscar, guardar y seguir oportunidades en todo el job board.