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Fidelity Investments

Senior Manager, Product Analyst

Reposted 3 Hours Ago
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In-Office
Boston, MA
Mid level
In-Office
Boston, MA
Mid level
The Senior Manager, Product Analyst will provide analytics and insights for annuity and life insurance products, collaborating with teams to support product strategy and stakeholder communication.
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Job Description:

Senior Manager, Product Analyst

The Role

Based in Boston, the Senior Manager, Product Analyst is a key member of the Fidelity Investments Life Insurance (FILI) growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. The product team is responsible for managing the existing product portfolio and exploring new product opportunities to grow and scale the business. This role will help deliver quantitative and strategic insights to FILI's product team. The ideal candidate must have strong analytical skills, strategic thinking and clear communication.

  • Responsible for on-going product analytics across life and annuity product categories, including collecting, analyzing and distilling company data and market data into actionable insights.

  • Communicate and present findings and recommendations based on data driven insights to product owner(s) and senior leadership team.

  • Collaborate with product owner(s) to provide on-going business updates to key internal and external stakeholders through the development of presentation materials and reports that outline status, key challenges and next steps across product categories.

  • Partner with product team to develop market insights and conduct product research (e.g. product features, pricing, contract provisions etc.) to deliver insights to support the development of the long-term product roadmap and strategy

  • Drive collaboration with enterprise partners to obtain relevant internal data, drive strategic analysis and insights as critical input to develop product strategy, pricing and roadmap

  • Support the evaluation of product features and/or enhancements for existing products based on customer needs, business impact, and internal strategic alignment

  • Support strategic initiatives and the building of business cases to help grow existing products and expand into new product categories

  • Provide on-going support to the broader team on internal and external stakeholder management related activities related to product

  • Support the relationship management with external data partners.

  • Utilize problem-solving skillset to support key business challenges and opportunities in collaboration with product actuaries, internal and external business partners

The Expertise and Skills You Bring

We are seeking candidates who have the following minimum qualifications:

  • Intellectually curious and fast learner who can generate ideas to solve business problems.

  • Thrives in a fast-paced environment, high standards for performance with a continuous improvement mindset.

  • Expert in Microsoft Excel and PowerPoint to conduct quantitative and strategic analysis. Strong user of other Microsoft products

  • Excellent verbal and written communication skills to clearly articulate the insights from findings to senior management and relevant stakeholders.

  • Adapt at leading and engaging with multiple projects / initiatives at once

  • Ability to collaborate with cross functional teams

  • 3-10 years of relevant industry work experience (e.g., Management Consulting, Strategy, Data Analysis, Data Science, Business and Finance)

  • Experience in Annuity and Life insurance is highly preferred

  • Experience in data tools (e.g. SQL) and analytics tools (e.g. Tableau, Power BI) is highly preferred

  • BA/BS required

The Team

Outstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers.  FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.

Certifications:

Category:Product Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

Top Skills

Excel
Power BI
PowerPoint
SQL
Tableau
HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

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