Fidelity Investments Inc.
Job Description:
Senior Manager, Product Analyst The Role Based in Boston, the Senior Manager, Product Analyst is a key member of the Fidelity Investments Life Insurance (FILI) growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. The product team is responsible for managing the existing product portfolio and exploring new product opportunities to grow and scale the business. This role will help deliver quantitative and strategic insights to FILI's product team. The ideal candidate must have strong analytical skills, strategic thinking and clear communication. Responsible for
on-going product analytics
across life and annuity product categories, including collecting, analyzing and distilling
company data and market data
into actionable insights.
Communicate and present findings
and recommendations based on data driven insights to product owner(s) and senior leadership team.
Collaborate with product owner(s) to provide
on-going business updates
to key internal and external stakeholders through the development of presentation materials and reports that outline status, key challenges and next steps across product categories.
Partner with product team to develop
market insights
and conduct
product research
(e.g. product features, pricing, contract provisions etc.) to deliver insights to support the development of the long-term
product roadmap and strategy
Drive collaboration with enterprise partners
to obtain relevant internal data, drive strategic analysis and insights as critical input to develop product strategy, pricing and roadmap
Support the evaluation of product features and/or enhancements for existing products based on customer needs, business impact, and internal strategic alignment
Support
strategic initiatives
and the building of
business cases
to help grow existing products and expand into new product categories
Provide on-going
support to the broader team
on internal and external stakeholder management related activities related to product
Support the relationship management with external data partners.
Utilize problem-solving skillset
to support key business challenges and opportunities in collaboration with product actuaries, internal and external business partners
The Expertise and Skills You Bring We are seeking candidates who have the following minimum qualifications: Intellectually curious and fast learner who can generate ideas to solve business problems.
Thrives in a fast-paced environment, high standards for performance with a continuous improvement mindset.
Expert in Microsoft Excel and PowerPoint to conduct quantitative and strategic analysis. Strong user of other Microsoft products
Excellent verbal and written communication skills to clearly articulate the insights from findings to senior management and relevant stakeholders.
Adapt at leading and engaging with multiple projects / initiatives at once
Ability to collaborate with cross functional teams
3-10 years of relevant industry work experience (e.g., Management Consulting, Strategy, Data Analysis, Data Science, Business and Finance)
Experience in Annuity and Life insurance is highly preferred
Experience in data tools (e.g. SQL) and analytics tools (e.g. Tableau, Power BI) is highly preferred
BA/BS required
The Team Outstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death. 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.
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Senior Manager, Product Analyst The Role Based in Boston, the Senior Manager, Product Analyst is a key member of the Fidelity Investments Life Insurance (FILI) growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. The product team is responsible for managing the existing product portfolio and exploring new product opportunities to grow and scale the business. This role will help deliver quantitative and strategic insights to FILI's product team. The ideal candidate must have strong analytical skills, strategic thinking and clear communication. Responsible for
on-going product analytics
across life and annuity product categories, including collecting, analyzing and distilling
company data and market data
into actionable insights.
Communicate and present findings
and recommendations based on data driven insights to product owner(s) and senior leadership team.
Collaborate with product owner(s) to provide
on-going business updates
to key internal and external stakeholders through the development of presentation materials and reports that outline status, key challenges and next steps across product categories.
Partner with product team to develop
market insights
and conduct
product research
(e.g. product features, pricing, contract provisions etc.) to deliver insights to support the development of the long-term
product roadmap and strategy
Drive collaboration with enterprise partners
to obtain relevant internal data, drive strategic analysis and insights as critical input to develop product strategy, pricing and roadmap
Support the evaluation of product features and/or enhancements for existing products based on customer needs, business impact, and internal strategic alignment
Support
strategic initiatives
and the building of
business cases
to help grow existing products and expand into new product categories
Provide on-going
support to the broader team
on internal and external stakeholder management related activities related to product
Support the relationship management with external data partners.
Utilize problem-solving skillset
to support key business challenges and opportunities in collaboration with product actuaries, internal and external business partners
The Expertise and Skills You Bring We are seeking candidates who have the following minimum qualifications: Intellectually curious and fast learner who can generate ideas to solve business problems.
Thrives in a fast-paced environment, high standards for performance with a continuous improvement mindset.
Expert in Microsoft Excel and PowerPoint to conduct quantitative and strategic analysis. Strong user of other Microsoft products
Excellent verbal and written communication skills to clearly articulate the insights from findings to senior management and relevant stakeholders.
Adapt at leading and engaging with multiple projects / initiatives at once
Ability to collaborate with cross functional teams
3-10 years of relevant industry work experience (e.g., Management Consulting, Strategy, Data Analysis, Data Science, Business and Finance)
Experience in Annuity and Life insurance is highly preferred
Experience in data tools (e.g. SQL) and analytics tools (e.g. Tableau, Power BI) is highly preferred
BA/BS required
The Team Outstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death. 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.
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