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Director Autonomous Finance

Company: AltFi Ltd
Location: Boston
Posted on: March 21, 2023

Job Description:

Job Description:

The Role

As a Client Solutions Business member on the Autonomous Finance squad, you'll use human-centered design, fintech competitive analysis, new technologies, and an innovation mindset to build exciting, novel products and omni-channel experiences. This will help drive deeper engagement of new customer segments and improve our client's financial wellness. Our goal is to help millions of Americans save and invest towards their goals, develop a financial plan that meets their unique needs, and take action in simple, frictionless experiences, powered by automation, so they can focus on what matters most. #CSB

The Expertise and Skills You Bring

We are looking for a highly motivated individual who is passionate about putting innovation to work by thinking, working, and experimenting like a start-up. You will bring value to our clients via a smarter cash flow planning journey - combining data analytics and AI - to deliver personalized insights paired with next best actions. Our work aims to help empower a customer's financial life by building the next generation of exciting, new automated experiences and capabilities.

The Director is a core squad member working with cross-functional teams across PWI and beyond while exploring major business and technology themes to build new and exciting products for one of Fidelity's largest businesses. You offer a unique blend of business and technical savvy-big picture vision with the drive and know how to drive execution and delivery to make that vision a reality. A passion for finding innovative, automation solutions to help drive solutions to unmet customer needs and complex business challenges is crucial. This role is based in Boston, MA, Durham, NC, Covington, KY, Smithfield, RI or Merrimack, NH.

10+ years of meaningful experience in digital product development, business planning, technology, or software development
FinTech and/or Entrepreneurial experience is highly desired.
Ability to work in a fast-paced and frequently ambiguous environment
Strong analysis skills, a strategic voice, and a collaborative approach of delivering innovative new digital customer experiences
Financial Planning or Financial Services experience or experience in an industry that is complex, multichannel and/or regulated. CFP - is a plus.
Familiarity with Lean Start Up, Design Thinking, and Agile methodologies
Demonstrated strong verbal and written communication skills
Demonstrated creativity and design savvy skills
Entrepreneurial drive-must be a self-starter
Strong data analytics skills and AI driven product experience delivery
Must be a great teammate with the ability to work across multiple groups and partners
Bachelor's degree in business, computer science, entrepreneurship, or other relevant field is required; MBA is a plus
The Team

The Client Solutions Business chapter values:

Client focus - we believe that the client is at the center of everything we do
A commitment to growth - time is dedicated to learning and stretching beyond our comfort zone
Community/culture - we promote an inclusive and diverse community that is supportive to new ideas and perspectives

Working as part of the team, we can understand the unique needs of our clients. Together, we will develop innovative experiences that cultivate confidence in financial decision-making!

Within Fidelity, the Personal Investing (PI) division provides a number of services that support our clients, such as planning and advice, self-directed brokerage accounts, credit cards, cash management services, college saving plans, managed investment solutions, the physical branch network, the customer service teams, and retirement solutions that fall outside of employer-sponsored plans.

This Financial Planning squad sits within Fidelity's Personal Investing Wealth Management business unit. The Wealth Management offering is focus on "democratize" wealth management meaning bringing together innovative financial planning and investment advice solutions and experiences for our affluent and High Net Worth clients. Our key goal in serving our clients is to help them accomplish their financial objectives in the most efficient and 'frictionless' way. The team will be accountable for developing more intuitive experiences focused on key financial planning next steps after developing a financial plan. In addition, as the markets, economy, and client's life circumstances change, helping clients understand the impact on their financial plan and moves they should make to improve their financial security.

Please see below for the salary range for work locations in Colorado only:


Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:


Please see below for the salary range for work locations in California only:


Please see below for the salary range for work locations in Washington only:



Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

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 Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at

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 accommodations, or by calling 800-835-5099, prompt 2, option 3.

Keywords: AltFi Ltd, Boston , Director Autonomous Finance, Executive , Boston, Massachusetts

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