Squad Leader

The Role

Do you want to make a difference and be part of a highly collaborative, cross-functional team committed to enhancing our account management and asset movement capabilities within Fidelity's Brokerage Technology (FBT) Open & Fund an Account group with the Fidelity's Fund and Brokerage Operations & Technology (FBOT) business unit?

FBT Account Management and Asset Movement is seeking a highly motivated Squad Leader within the Open and Fund an Account Product Area.

As a Squad Leader within Open & Fund, you blend a deep level of expertise with a passion for delivering results. Working closely with Squad Leaders, chapter leaders, and product area leaders across the product area and other Fidelity businesses, you will bring a Product Owner mindset to define and execute upon strategic Account Opening and Money Movement capabilities. You will maintain a strategic roadmap for your squad that includes fully understood end-to-end outcomes, a well-defined execution plan, clearly identified dependencies, and well-articulated business value.

We follow an Agile development process. In leading your squad, you will ensure that the squad has a clear understanding of the work required, well-refined stories and clear sprint plans, as well as signing off on the squad's deliverables. 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.Your responsibilities include:

• Defining, refining, and communicating the mission of the squad members and other partners to motivate and rally support.
• Anticipating, discovering, and prioritizing client needs to serve as the voice of the clients/partners and guide execution of the squad.
• Measuring performance through metrics and deliver agreed upon business, technology, and people results.
• Providing peer leadership and strategic direction to squad and across the squads/product area/domain.
• Inspecting and evaluating progress and removing impediments to making progress.
• Defining, presenting, and evaluating results against agreed acceptance criteria to a diverse set of stakeholders.
• Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.

The Expertise and Skills You Bring

• Bachelor's degree and 5+ years of relevant work experience within brokerage, customer account, or money movement strongly preferred.
• Series 99 licensing or willing to obtain within 120 days of hire.
• Proven project management and organizational skills. Agile experience preferred.
• Strong sense of ownership and accountability for end-to-end outcomes and delivery of business value.
• Demonstrated ability to analyze processes and flows to uncover complexities and interdependencies to influence sequencing and delivery of the product roadmap.
• Data focused approach to understanding modernization priorities, translating strategic objectives into action, and prioritizing effectively to improve value delivered.
• Strong communication, relationship-building, and collaboration skills, with the ability to explain sophisticated business requirements to technologists, and complex technical concepts to a non-technical audience.
• Continuous improvement approach to encourage an Agile way of working.
• Capable of leading, influencing, and motivating colleagues without formal authority.
• Experience working in highly effective agile engineering teams, driving success through advanced engineering practices.
• Intellectually curious and model a culture of learning and coaching.

The Team

The mission of the Open and Fund an Account Product Area is to migrate Account Opening and Money Movement/Transfer of Assets (TOA) capabilities from the mainframe to the cloud, enabling better digital experiences, seamless customer integrations, and improved cost structures. Your partnerships with the Product Area Leader, your peer Squad Leaders, squad members, as well as the scrum master and chapter leader(s) aligned to your squad will further this mission. 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.

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.

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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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.