Manager, Specialty Savings & Lending

Fidelity will not provide immigration sponsorship for this position.

The Team

The Specialty Savings & Lending team, within Wealth Customer Insights & Offerings, is responsible for a diverse portfolio of products and capabilities that help Fidelity customers save, spend, borrow, and manage their financial lives.

Our portfolio includes:

• Cash Management Account (CMA)
• Retail Health Savings Account (HSA)
• Education Savings (529)
• Securities-Backed Line of Credit (SBLOC)
• Custodial Accounts (UTMA/UGMA)
• Attainable Savings Accounts (ABLE)
• Mortgage
• Home Equity Line of Credit (HELOC)
• Payment Capabilities

Together, these offerings play a critical role in delivering meaningful customer value, deepening client relationships, and supporting the growth of Fidelity's Wealth businesses.

In this individual contributor role, you will support the following activities:

• Work with Product Leaders to conduct ongoing competitive and industry analysis to identify emerging trends, product enhancements, and innovation opportunities amongst our offerings
• Partner closely with Analytics, Customer Research, Product, and Business teams to translate customer insights into actionable recommendations and strategic priorities.
• Partner with Product and Capability Leaders to understand customer pain points, operational gaps, and growth opportunities across the product portfolio.
• Assess the feasibility, customer value, and business impact of new products, features, and enhancements.
• Develop data-driven business cases that support investment decisions and prioritization efforts.

• Bachelor’s degree or equivalent professional experience.
• 5+ years of experience, ideally within product strategy, business strategy, consulting, financial services, market research, analytics, or a related field.
• Strong analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and recommendations.
• Proven ability to manage multiple priorities and assist to drive initiatives in a fast-paced, dynamic environment.
• Exceptional communication, presentation, and storytelling skills, with experience influencing stakeholders.
• Demonstrated ability to build strong cross-functional partnerships and collaboration

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.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.