Live opening · Posted 8 hours ago

Sr Mgr, Product Manager - CRM Strategy

Fidelity Investments · Westlake, TX
Workday
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At a glance

The key details from the original listing.

Posted 8 hours ago
CompanyFidelity Investments
LocationWestlake, TX
SkillsCRM
SourceWorkday
ListedPosted 8 hours ago

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About the role

Description supplied by the original job listing.

Fidelity will not provide immigration sponsorship for this position.Job Description:
The Role
Interested in leading a high-impact delivery team responsible for transforming how Fidelity Institutional manages client relationships and drives growth? Join us as we execute our vision to deliver innovative solutions that enhance all aspects of FI client management and growth!
This Product Manager will lead a delivery team focused on reimagining and enhancing the Salesforce experience for Fidelity Institutional’s distribution, relationship management, and specialist teams. As the Product Manager, you blend the ability to align business needs and technology with a passion for delivering results. You will ensure alignment on the “what” and “when” through ongoing roadmap planning, prioritization, and management of the product backlog.
The Expertise and Skills You Bring
Bachelor’s degree or equivalent with 8+ years of experience
5+ years of experience in product leadership, management, product development, or strategy
Ability to define and evolve the Salesforce product strategy, roadmap, and backlog, leveraging stakeholder input, customer feedback, and data insights to prioritize capabilities that drive business outcomes
Ability to use customer feedback, business insights, and user adoption trends to evaluate product performance and identify enhancement opportunities
Ability to partner with stakeholders and engineering teams to define requirements, prioritize work, and manage the product backlog
Demonstrated ability to drive alignment and influence decision making across business and technology organizations in a complex stakeholder environment
Experience leading and developing cross-functional teams while influencing outcomes across multiple stakeholder groups
Excellent interpersonal and communication skills with a proven ability to build and maintain strong cross-functional partnerships and relationships at all levels of the organization
Strong critical thinking and problem-solving skills with the ability to navigate ambiguity, evaluate tradeoffs, and drive informed decisions
Experience leveraging Salesforce capabilities to solve business problems and deliver measurable business value.
Expertise in Microsoft Office Suite
The Team
Fidelity Institutional (FI) leverages Salesforce as its enterprise CRM platform and as a critical enabler of the associate experience across sales, relationship management, consulting, and client service organizations. As FI continues to invest in Salesforce as a strategic capability, this team plays a central role in defining the future of advisor and client engagement. Product Managers on this team partner across business and technology organizations to deliver innovative solutions that drive growth, improve efficiency, and enhance the client experience.
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.
Certifications:
Category:Product Management
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.

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