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Fidelity Investments

Director, Squad Lead - Personalization Platform

Boston, MA

Job Description:

The Role

Fidelity Investments is seeking a Squad Lead (SL) / Product Owner within our Personalization Platform team. Our portfolio of personalization solutions enables creation and orchestration of real time personalized experiences for Personal & Workplace Investments customers across different channels (web, mobile, virtual assistant, call routing, etc.).

The SL leads an integrated roadmap for product development within an assigned squad, partnering with other leaders to align product cluster - and product area-level strategic priorities, planning, and curating a shared backlog. They also ensure clear backlog prioritization and communication to squad members, adjacent squads, internal clients, and other partners for successful execution.

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The Value You Deliver

  • Helps Squad understand overall mission and vision , providing integral thought leadership across different platform components and key points of integration, backlog trade-off definition, prioritization, and alignment in collaboration with the Product Cluster and Product Area leaders to ensure alignment on overall strategy.
  • Partners with the respective Chapter Leaders across Engineering & Analytics to align on strategic decisions, solution development and work priorities, ensuring the best-in-class engineering and analytics are at the core of our product solutions.
  • Supports an assigned squad as they add new value delivered through prioritization, creativity, innovation, collaboration, and decision making.
  • Is accountable for squad's performance and represents the voice of the client in all squad activities. Ensures alignment on the "what" and "when" work is to be performed through ongoing planning and prioritization of a product backlog.
  • Partners with chapter and product area leaders to support squad talent needs, defining skill gaps, and building learning opportunities to achieve the strategic direction of the domain and product areas.
  • Makes decisions based on anticipated future trends, issues, and business drivers. Identifies and negotiates dependencies across business partners.
  • Navigates and guides the squad through high degree of organizational complexity in support of cross-domain and cross-squad work.

The Team

  • Provide leadership and support in the research and resolution of sophisticated problems, including definition, solution recommendation, testing, and communication with end-users, vendors and other management and staff leading to timely problem resolution.
  • Lead/collaborate with a team of 8 - 15 engineers and analysts to strategize and deliver personalization capabilities.
  • Handle changes with analytic and business teams as we migrate workloads to the cloud-based designs.
  • Advocate for adoption of recommender systems, API's and algorithmic capabilities across the company.

The Expertise and Skills You Bring

  • Bachelor's degree required; graduate degree preferred.
  • 7+ years building & leading recommender systems/algorithms.
  • Proven track record of customer-focused engagement and collaboration across business units with a strategic approach and ability advocate for the adoption of tools and methods that improve the usability and value of personalization solutions.
  • Background in common AI, ML, and data science methods and general familiarity with Multi Arm Bandit, Reinforcement Learning, Transfer Learning algorithms.
  • Experience leading projects with new/emerging technology and/or products in the early strategy and design stage.
  • Makes decisions that impact results with limited guidance and oversight and shift focus and/or direction to meet changing conditions.
  • Uses strong analytical and judgment skills to set direction and achievement of goals; keeping key business partners informed on progress.
  • Uses strong influencing and problem-solving skills to resolve competing product area/squad level strategic priorities.
  • Effective communicator and relationship manager with internal and external customers.
  • Excellent written and verbal communication skills with the ability to communicate complex technical information in a clear and concise manner to executives and non-technical leaders.

Certifications:

Company Overview

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.

Join Us

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 top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.com.

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA; Merrimack, NH, USA; Westlake, TX, USA
Job ID: Fidelity-2094060
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.