Squad Leader - Health Savings Accounts

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Job description

Job Description:

Squad Leader Health Savings Accounts

The Role

The Health and Benefits Accounts Domain within the Fidelity Health is looking for an experienced product management professional to help lead the effort to define, implement and support the next generation of the digital experience for employers with HSAs.

In this role, you will be a member of the HSA Product Area with responsibility for evolving and enriching the contribution experience and capabilities available to both employers and employees. The focus of this role will be both strategic and tactical and include collaboration with platform and data architecture team members across Fidelity Health, Workplace Investing and Fidelity Brokerage to help develop improved solutions for positive (payroll) contribution processing, contribution limit monitoring for self-only and family coverage tiers, year-to-date contribution reporting for employers, contribution advance and integration with Fidelity benefits administration platforms.

The Expertise and Skills You Bring

• Bachelor s Degree required; MBA desired

• 8+ years product management experience

• Series 7 and 63 are permitted for this role

• Experience engaging with senior internal and external clients and partners.

• Brokerage and financial services experience

• Agile leadership experience

• Jira and Jira Align experience preferred

• Demonstrated expertise working with product positioning, product development, product strategy, strategic thinking, goal setting, planning and decision making.

• Take a data-driven approach to understanding customer needs and can translate business themes into initiatives, sub-initiatives, goals, epics and user stories which are well-understood and can be handled by one or more agile squads.

• Strong relationship building, interpersonal and influencing skills to align with the organization and across Fidelity Healthcare Group

• Experience leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams

• Understanding of the Health Savings Account (HSA) product offering and the needs of the customer using this product along with strong familiarity with FPRS recordkeeping, FBSI and FDOT platforms along with implications to customer onboarding.

• You have experience delivering strong results while working in cross-organizational, highly matrixed environments.

• You are committed to continuously building a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers.

The Team

The HSA Product Area is a team of Squad Leaders, Product Owners and Initiative Owners that work in partnership with other Product Areas, Chapter Areas, WI Relationship Management, WI Service and Operations and other organizations to continuously evolve the capabilities and experiences for HSAs. The Product Area s current focus includes customer onboarding, contributions management (including Holding Account, Contribution Advance, Deposit Error Corrections); Investing, Advice, Contribution Tools, Balance Sharing and the Digital Experiences used by employers and employees.

Certifications:

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.

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 all business days of every other week in a Fidelity office.

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 .

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 .

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