Director​/Consultant, Wealth Product & Personal Cards – Credit Card

Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card

Responsibilities

• Understand the needs and problems of our customers, partnering with the customer research team to conduct surveys, interviews, and focus groups.
• Evaluate the competitive landscape to identify opportunities for differentiation.
• Drive and support key aspects of the development life cycle, including requirements, UX design, API development, and end‑to‑end testing of customer experiences.
• Perform business testing on new functionality, operational processes, and end‑user experience; lead readiness and rollout activities related to production releases.
• Navigate multiple partners and processes to simplify communications and client engagement, while maintaining compliance and regulatory standards; collaborate with the outside vendor that issues the credit card and provides frontline customer service.
• Identify opportunities for innovation and take thoughtful risks to improve speed and quality, cultivating positive relationships across Fidelity to deliver business outcomes.

Qualifications and Expertise

• Bachelor’s Degree required; 8–12 years of experience focused on financial services, especially credit cards.
• Background and passion for solving customer problems and delivering engaging, personalized digital solutions; strong focus on execution and removing impediments.
• Demonstrated knowledge of business analyst techniques such as benchmarking, business rules analysis, user stories, user acceptance testing, and product documentation.
• Strong analytical and critical‑thinking skills to understand sophisticated customer needs.
• Project‑management skills for leading execution teams aligned to strategic plans and objectives.
• Excellent listening, presentation, and persuasion skills to achieve consensus with diverse audiences.
• Agile mindset; experience managing simultaneous initiatives with multiple internal and external stakeholders, delivering innovative mobile and web products.
• Familiarity with Agile processes and tools (Jira, Mural); strong story‑writing skills preferred.
• Active participation in prioritizing squad work, defining requirements, understanding business and technology needs, and writing Agile stories for infrastructure and API enhancements.

Note:

Fidelity will not provide immigration sponsorship for this position.

The Team

Fidelity’s Wealth Product & Experience vision is to expand the role Fidelity can play in the critical area of customer finances, offering innovative capabilities to serve the spending and saving needs of both new and existing customers.

Mid‑Senior level

Full‑time (Hybrid – onsite every other week in a Fidelity office; does not apply to fully remote or fully onsite roles)

Finance and Sales