Fidelity Investments Header

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

Westlake, TX
Full-Time

Job Description

Job Description:

The Role

Are you a self-starter and committed to delivering results? If you enjoy delighting customers with outstanding customer solutions this may be the job for you! We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. This role can be hired at Consultant or Director level, depending on skills and experience. Key responsibilities can include:

  • Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group
  • Evaluating the competitive landscape to understand potential differentiation
  • Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences
  • Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.
  • Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.
  • Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.

The Expertise and Skills You Bring

  • Bachelor's Degree required and 8-12 years of experience, focused in the financial services, credit cards area.
  • Background and passion for solving customer problems and delivering engaging, personalized, digital solutions. Strong focus on execution, identifying and removing impediments to progress.
  • Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation.
  • Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs
  • Project management skills to run execution teams aligned to strategic plans & objectives
  • Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences
  • Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base. Also, familiarity with Agile process & tools (Jira, Mural) including possessing good story-writing skills is preferred
  • Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business & technology needs, and writing Agile stories to help advance the infrastructure and Api's while delivering innovative credit card web and mobile experiences.

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 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

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a066388b-d915-4730-b3a7-c64438e8ec40

Job Description:

The Role

Are you a self-starter and committed to delivering results? If you enjoy delighting customers with outstanding customer solutions this may be the job for you! We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. This role can be hired at Consultant or Director level, depending on skills and experience. Key responsibilities can include:

  • Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group
  • Evaluating the competitive landscape to understand potential differentiation
  • Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences
  • Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.
  • Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.
  • Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.

The Expertise and Skills You Bring

  • Bachelor's Degree required and 8-12 years of experience, focused in the financial services, credit cards area.
  • Background and passion for solving customer problems and delivering engaging, personalized, digital solutions. Strong focus on execution, identifying and removing impediments to progress.
  • Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation.
  • Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs
  • Project management skills to run execution teams aligned to strategic plans & objectives
  • Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences
  • Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base. Also, familiarity with Agile process & tools (Jira, Mural) including possessing good story-writing skills is preferred
  • Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business & technology needs, and writing Agile stories to help advance the infrastructure and Api's while delivering innovative credit card web and mobile experiences.

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 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

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a066388b-d915-4730-b3a7-c64438e8ec40

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Director/Consultant, Wealth Product & Experience Personal Cards - Credit Card
Fidelity Investments
Westlake, TX
Nov 20, 2025
Full-time
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