Fidelity Bank · 19 hours ago
Consultant, Retirement Offerings
Smithfield, RI
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expFidelity Bank is a leading provider of investment services, seeking a motivated associate for their Retirement Offerings team. The role involves leading initiatives, synthesizing data, and improving customer experiences related to retirement products and services.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Leads, influences, and motivates colleagues without formal authority
Owns several initiatives at once and able to work independently to complete tasks in high-quality, timely manner
Persistent in the face of opposition and maintains a positive, can do demeanor
Leads and identities strategy, product/service roadmap, and other key initiatives to improve the customer experience and drive product adoption
Synthesizes complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way
Actively participates in defining requirements and expectations to help inform product strategy and roadmap
Possesses business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services strongly preferred
Demonstrates an ability to quickly learn retirement regulations and translate them into client-friendly experiences that are both compliant and easy to understand
Qualification
Required
Bachelor's degree with minimum of 8 years of professional experience and possesses good financial services experience
Solid business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services
Embraces working within a team of associates with a diverse skills, including working directly with a Development Team, Marketing Team, Distribution/Sales Team, 3rd Parties, Legal Team, and other business partners
Thinks beyond traditional financial services to drive outstanding experiences for our clients
Shown experience in product management, project management, business analysis, data/systems analysis, and process improvement
Business insight and analytical abilities that allows you to make decisions and define work based on data and client trends
Works and acts independently, multi-tasks, influences others, and maintains a positive can-do demeanor
Strong client service, collaboration, communications, organization, and presentation abilities
Possesses strong skills in JIRA, Mural, PowerPoint, and Excel
Preferred
MBA is a plus
FINRA Licensing (Series 7, Series 63/66, Series 24, Series 9/10) is a plus but not a requirement
Demonstrates an ability to quickly learn retirement regulations and translate them into client-friendly experiences that are both compliant and easy to understand
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase