Squad Leader

Job Description:

The Role

Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our technology offerings within Fidelity’s Core Brokerage Technology team?

We are looking for an Account Opening Squad Leader who will blend business, technical and operational expertise with a passion for delivering results. As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities.

In an Agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the “what”, "why" and “when” work is to be performed through ongoing planning and prioritization of a product backlog.

You will enable squad members to work iteratively, innovate through testing and experimentation, and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role. In addition, your responsibilities include:

• Defining, refining, and communicating the squads' mission and roadmap to motivate and build team and partner support and alignment
• Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team
• Defining, evaluating, and communicating results against acceptance criteria
• Inspecting and evaluating progress
• Measuring performance against established objectives and KPI’s that deliver on agreed upon business, technology, and people results
• Collaborating and coordinating with Chapter Leaders and Scrum Masters to build squad capacity and capability and enabling squad member growth, development, and learning
• Making informed trade-off decisions to strike the right balance between quality, cost, and timelines
• Tightly coordinating with other Squads within Product Area to determine strategic priorities that may require Account Opening squad engagement and support.
• Leading and delivering on Product Area objectives

The Expertise and Skills You Bring

• 10+ years of relevant product development work experience
• Bachelor’s degree or equivalent work experience
• Securities Industry Essentials Exam and Series 99 license required within 120 days of hire
• Proven ability to engage senior business leaders, architects, Product Area leaders and identify efficiencies in approaches that help meet firm objectives.
• Experience designing, developing, and maintaining dynamic products and solutions
• Data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered
• Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these (20%)
• Strong focus on execution and identify, communicate, and remove impediments to progress
• Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building hard-working teams
• Establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach
• Proven Agile experience
• Continuously improve and encourage an Agile way of working
• Jira and Jira Align experience preferred
• Financial services experience, brokerage experience is preferred
• Intellectually curious and model a culture of continuous learning, mentoring and coaching
• Committed to developing a balance of technology and non-technology skills to fully appreciate the broad needs of our customers
• Understand the myriad processes related to customer data, association, grouping, data protection and segregation to allow for broader thinking on system design and utilization

The Team

This dynamic team works in partnership with the Customer Account Management Product Area leader, other Squad Leaders, Scrum Master, and Chapter Leaders aligned to your squad who is responsible for modernization of brokerage account opening capabilities. By demonstrating and promoting Fidelity and Agile leadership behaviors, you sustain and evolve our innovative Agile culture.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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, or by calling 800-835-5099, prompt 2, option 3.