VP, Head of Distribution Product & CRM Solutions for Fidelity Institutional

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The VP, Head of Distribution Product and CRM Solutions for Fidelity Institutional will be charged with developing and advancing the CRM, both vertically for each business, and horizontally to drive additional value; plus advance a broader set of distribution enablement technology across the businesses. The responsibilities will include working very closely with distribution leadership across FI to shape the platform’s overall strategy, metrics, and alignment with business and technology needs. This role will be accountable for creating and socializing the platform strategy, and associated outcomes, within FI and will be encouraged to balance short-term needs of the businesses with long-term vision and strategy for FI. This will include making strategic decisions about investments and product opportunities, focusing on maximizing return on investment, understanding market and business needs, and aligning products and services as well as potentially overseeing vendor engagements, including contracting, SLAs, and integration viability.

 

The Expertise and Skills You Bring

 

• Bachelor’s degree required; MBA or advanced engineering degree preferred
• 10 plus years of experience in product leadership, management, product development or strategy
• 8-10 years of combined experience in Salesforce platform or applying Salesforce platform within a business for its CRM and other capabilities
• Strong communication, presentation and collaboration experience with internal and external partners and team members
• Strategic thinking with the ability to drive product direction, making difficult prioritization decisions
• Experience in financial services industry is a plus
• Define CRM strategy, vision, roadmap, and KPIs inclusive of products, solutions, experiences, capabilities, and platforms
• Own portfolio prioritization, investment decisions, and trade-offs
• Lead delivery of CRM capabilities through cross-functional teams
• Partner with technology leaders to regularly review progress of portfolio and tech roadmaps, participate in strategic planning sessions, and incorporate customer, business, and stakeholder feedback into future plans.
• Oversee launches, adoption, and performance optimization
• Establish governance, data standards, and risk alignment
• Strong CRM expertise (Salesforce preferred) and customer lifecycle understanding 
• Expertise in product and portfolio strategy, business case development, and financial management
• Demonstrated ability to lead in a matrixed environment and influence senior stakeholders 
• Strong data-driven decision making and performance management 
• Experience partnering closely with engineering and architecture teams 
• Effective executive communicator with the ability to influence senior leaders
• Experience aligning resources across portfolio based on priorities, needs, skills, and experience
• Manage and empower product leaders to drive product excellence
• Define and manage overall vision, strategy, outcomes, metrics and alignment with business and technology needs for FI’s Salesforce platform
• Lead a cross-functional team consisting of delivery team leaders, CRM business architects, and business analysts, while working in close partnership with our Analytics, Data, and Technology Teams, to deliver client/business value aligned with the platform’s overall vision and strategy
• Strategic thinker with ability to drive product direction, making difficult prioritization decisions. 

 

The Team

 

The Analytics and Commercialization team is a key enabler of Fidelity Institutional (FI) strategy and drives sustainable commercial value to Fidelity by leveraging our collective intelligence and forming forward-looking perspectives to unlock, package and deliver growth and scale opportunities for our clients and collective businesses. The org includes the following teams that collectively work together to drive end-to-end connectivity to realize our outcomes: Data Foundation and Management, Analytics and Insights, Commercialization, Investment and Business Consulting specialists, and Distribution Effectiveness.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $130,000-$264,000 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.

Certifications:

Category:

Product Management