Squad Leader – Customer & Accounts Capability Leader Position Available In Durham, North Carolina

Squad Leader – Customer & Accounts Capability Leader
Saved job Durham, NC
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Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.

Salary:

listed in the job description or discussed with your recruiter Saved job

Published:

May 07, 2025
Time onsite: blend of both onsite and offsite work (~50%)

Hybrid Experience:

Director

ID:

2111144

Company:

Fidelity Investments

Job Description:

Squad Leader – Customer and Accounts Capability Leader
The Role
As Fidelity Brokerage Business Capability Leader, you will lead the product vision, strategizing, identify customer and associate problems and opportunities, understand the current state friction, identify root cause, and solve for the E2E business problem. You will also be identifying new business opportunities, do competitive research, participate in vendor discussion to compare and contrast to ensure it meets our customer, associate and business needs.
You are the end-to-end gatekeeper of the team’s mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features. You will ensure alignment on the what and when work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team 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.
The Expertise and Skills You Bring
BS/BA+MBA, or equivalent experience
Series 99 preferred, not required
10+ years of relevant work experience
Previous work experience in financial services, strategic marketing, product management
Experience designing, developing and maintaining dynamic products and solutions
Agile experience
Jira and Jira Align experience preferred
Data-focused approach to understanding customer needs, translate strategic goals into action, and prioritize to improve value delivered
Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria
Strong focus on execution and identify, communicate and remove impediments to progress
Experience designing, developing, and maintaining dynamic products and solutions
Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building successful teams
Establish and maintain positive relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach
Strategic product management experience, and are comfortable working across both marketing and distribution organizations to deliver customer value
You establish and maintain positive relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach
You have product management experience, and are comfortable working in partnership with other product teams to deliver value
Participating and leading senior level strategic conversations about the current and future direction of the business

Note:

Fidelity is not providing immigration sponsorship for this position
The Team
Within the Fidelity Brokerage organization, the Digital Business Transformation and Capabilities Product Area (DBC) is responsible for our retail brokerage business, experiences, and capabilities. As an Account and Customer Management business capability squad leader you will lead a cross-functional business & technology team responsible for defining and executing the go-to-market strategy for our team as well as help drive strategic research and design for future innovation.
You work in partnership with the other partners and leaders across Fidelity Brokerage, Fidelity Wealth, Brokerage Record-Keeping Technology, Workplace Investing, and other business units. You will also be closely working in partnership with Chapter Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.
The base salary range for this position is $100,000-$169,000 per year.
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.
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.

Certifications:

Category:

Product Management