Senior Manager, HSA & Custodial Business Enablement Position Available In Hillsborough, New Hampshire
Tallo's Job Summary: The Senior Manager, HSA & Custodial Business Enablement position at Fidelity Investments involves leading growth strategies and customer-focused efforts for Health Savings Accounts (HSA) and Custodial Accounts. Responsibilities include executing product roadmaps, defining requirements, conducting business testing, and collaborating with various teams to enhance the customer experience. The ideal candidate should have a Bachelor's degree, 7+ years of experience, financial services knowledge, and proficiency in Agile methodology. This role requires strong skills in product management, project management, and communication, as well as the ability to work independently and prioritize tasks effectively. The position is part of Fidelity's Cash Solutions domain and offers a hybrid work model.
Job Description
Senior Manager, HSA & Custodial Business Enablement
Merrimack, NH
Boston, MA
Smithfield, RI
Westlake, TX
Salary:
listed in the job description or discussed with your recruiter
Published:
April 08, 2025
Hybrid
Experience:
Senior Manager
ID:
2108688
Company:
Fidelity Investments
Job Description:
Job Description
Note:
Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking a motivated associate who is customer-focused and thrives working with teams to deliver outstanding products and services related to Health Savings Accounts (HSA) and Custodial Accounts. This opportunity is in the Specialty Saving & Lending Product Area. The position will work on growth strategies, customer focused efforts and improvements for HSA and Custodial Accounts product, processes, and experiences.
Responsibilities of the job will include the following:
Lead and execute deliverables on product/service roadmaps, and other key initiatives to improve the customer experience and drive acquisition
Actively participate in defining requirements, understanding client needs, and writing Agile stories to implement & advance product strategy, enhancements, regulatory updates, process improvements, and client experience
Participate and lead readiness & rollout activities for clients and Fidelity associates
Perform business testing focused on the overall client and associate experience
Implement, measure, and apply metrics & data to aid in identifying product enhancement and improvement opportunities
Assist with reporting needs associated with the product and service offering
Participate in the prioritization of the squad work (in partnership with squad leadership) to deliver customer value based on an understanding of business and client needs
Partner with and influence teams across Fidelity to improve the end-to-end experience for HSA and Custodial customers
Help to conduct key research and analysis to prioritize squad work
The Expertise and Skills You Bring
Expertise
Bachelor’s degree or equivalent with minimum of 7+ years of professional experience or Masters with 5+ years of experience. Possesses good financial services experience. MBA is a plus.
Solid business knowledge and general knowledge of the financial services industry plus familiarity with Health Savings Accounts and Custodial Accounts
Familiarity and experience with Agile methodology, processes & tools including possessing good story-writing skills
While the focus of this role is primarily on HSA Accounts and Custodial Accounts offerings – this individual should possess the ability to think of the customer’s total relationship with Fidelity
Embrace working within a team of associates with a diverse skill set, including working directly with Delivery Teams, Marketing Team, User Experience Team, Distribution Team, 3rd Parties, Legal Team, and other business partners
Ability to think beyond traditional financial services to drive outstanding experiences for our clients
Skills
Proven experience in product management, project management, business analysis, data/systems analysis, and process improvement
Synthesizing requirements and business needs into full Agile stories or documentation
Business insight and analytical abilities that allows you to make decisions and define work based on data and client trends
General understanding of financial services and voice of the customer
Ability to work & act independently, multi-task, influence others, and maintain a positive can-do demeanor
Strong client service, collaboration, communications, organization, and presentation abilities
Possesses strong skills in JIRA, Miro, PowerPoint, and Excel
The Team
Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.
Certifications:
Category:
Product Management
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
