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Director, WDX Customer Solutions - Content Platform

Fidelity

Fidelity

Customer Service
Merrimack, NH, USA · Covington, KY, USA · smithfield, ri, usa · Westlake, TX, USA
Posted on Oct 4, 2025

Job Description:

The Role

As a Director in Customer Solutions, your role will involve operating within the WI Agile model as a key member of the Customer Solutions Chapter. Directors in Customer Solutions must be highly motivated, “self-starters” with a sense of ownership, and a strong desire to succeed.

This role will be on the Content squad. It will include analyzing and defining business needs for Content Platform support across digital channels. The team is about to embark on an important platform migration and is looking for someone who can bring not only strong analytical skills to the team, but also is in strong in communication, collaborating with partners, and delivering training to end users. You will work closely with the partnering delivery team to ensure the current content system is maintained, all while working to build the replacement platform.

Note: Fidelity is not providing immigration sponsorship for this position.

The Expertise and Skills You Bring

  • Proficiency in various business analysis methodologies, including data analysis, use case development, story writing, and user acceptance testing and product documentation.
  • Validated experience, preferably in product development / strategy / planning / program management / decision support.
  • Highly adaptable and experienced wearing many hats.
  • Analytical, including ability to distill insights into a compelling story.
  • Strategic professional with shown success working in large, matrixed organizations with leadership to build alignment and drive prioritization.
  • Highly collaborative and communicative teammate with experience working in fast-paced, multi-functional team environments.
  • Proficient in MS Word, Excel, and PowerPoint
  • Excellent program management and organizational skills, with experience organizing and running business workstreams and routines.
  • Experience dissecting sophisticated problems, analyzing potential solutions, and independently solving, where feasible.
  • Strong verbal, written, and facilitation skills with the ability to interact with a diverse group of partners, including executives, managers, and subject matter specialists.
  • Ability to identify, bring awareness, assess program risks, and manage them proactively.
  • Strong relationship building skills with proven track record to rally support and move distributed groups to action.
  • Strong leadership skills with an ability to lead with empathy to resolve conflicts.
  • Negotiation, conflict resolution, influencing and enterprise navigation capabilities.
  • Proven time management skills; able to balance multiple priorities consistently with urgency.
  • Skill in steering technical dialogues and aiding in reaching critical conclusions.
  • Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster.

The Value You Deliver

  • Participate in defining product vision, roadmap, and growth opportunities.
  • Identify, define, and articulate strategic product initiatives/roadmaps for the squad.
  • Understand Workplace Investing business and enterprise organizational structures.
  • Collaborate with key partners to define product features and maintain awareness of internal and external market trends.
  • Establish effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion.
  • Support critical business routines including overall structure and design of leadership meetings to ensure alignment of goals, effective use of time, and efficient decision-making.
  • Provide program management for key critical initiatives.
  • Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives.
  • Identify business needs and improvement opportunities; develop use cases and propose solutions.
  • Actively manage partner expectations and maintain strong communication.
  • Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
  • Perform end to end Business Acceptance Testing and ensure the traceability of test cases.
  • 5-7 years transferable experience
  • Preferred: Bachelor’s degree or equivalent experience

The Team

WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. Our mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.

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.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

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 [email protected], or by calling 800-835-5099, prompt 2, option 3.

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 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.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

Giving back to our communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,500 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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