Squad Member, Wealth Management Associate Experience, Salesforce - Boston, MA or Merrimack, NH

Boston, MA
September 17 2018

Squad Member, Wealth Management Associate & Salesforce Experience is an exciting role, combining superior Salesforce administration with a team-based approach to enhancing and streamlining how Fidelity's highly talented Wealth Planners, Financial Consultants, and Relationship Managers work with our most valuable clients. This role is in Fidelity Personal Investments Wealth Management Domain.


The Expertise We're Looking For

Our ideal candidate enjoys and has proven success with all of the following:

  • Recommending, designing, advocating for, and actually administering best practice uses of Salesforce Sales Cloud and/or Service Cloud as well as internally-built tools, ensuring native functionality is maintained and customization is vastly minimized

  • Creating and enhancing standard and custom objects including standard fields, formula fields, page layouts, security rules, workflow and validation rules

  • Identifying, diagnosing, and resolving technical problems, escalating and pulling in other expertise when appropriate

  • Creating and maintaining Sales and/or Service Cloud, and other BI reports and dashboards; ensuring integration with central data stores outside of Salesforce with high data quality and integrity

  • Abiding by best practices and adhering strictly to processes set by other teams for system maintenance, security, release management, improvements, data integrity, duplicates, backups, etc.

  • Taking risks, trying new approaches, and collaborating to drive real improvements in tools people use to do their jobs

  • Partnering very closely with others in your direct team, as well as with matrixed environments, with teams aligned to other senior leaders

  • Seeing complex challenges from multiple perspectives, and leaning in to solve independently or with others

  • Dedication to high quality, balanced with rapid pace of delivery - delivering technology changes to end users every two weeks, and as frequent as daily

  • Participating in story writing, backlog grooming, and all Squad Scrum ceremonies

  • College degree preferred; multiple Salesforce certifications preferred

  • 3-5 years of related work experience

  • 2 or more years in CRM , with minimum 1 year of direct Salesforce experience - a must

The Purpose of Your Role

You will be part of a highly self-driven team providing support to a growing base of financial advisory professionals, delivering an exciting experience to high net worth investors.

Your personal expertise with Salesforce administration and other sales, service, and relationship associate experiences will complement your team, as collectively you will optimize the technology used by Fidelity's client-facing Wealth Management associates. You will work very closely with Squads (teams) in other Tribes (business areas). These other Squads have primary responsibility for the overall Salesforce platform and related technologies used by a broader set of client-facing associates. You will work very closely with the platform Squads, ensuring alignment in all that you deliver.

Your expert Salesforce administration skills, agile mindset, and very close partnership with both your Squad and other Squads, will be key to your success.  

The Skills You Bring

  • You love to collaborate closely with others in your team, and in other teams You have worked with sales professionals, and ideally with financial advisors

  • You are analytical, you make decisions based on data, and you deliver quickly without too much perfectionism

  • You work well with others, you support and influence, enabling others to see challenges from new perspectives

  • You have worked with Agile-based development methodologies

  • You enjoy investigating problems and finding solutions, coordinating across multiple teams as you do this

  • You like to take risks and try new things, always with an eye to quality and data and process integrity

  • You are intensely curious and excited to learn about Fidelity's customers, evolving technology, and the ecosystem you will navigate

  • You are an experienced, certified Salesforce administrator, with a strong desire to continue your learning

The Value You Deliver


Participating in PI's better way of working

  • As a member of the Client Solutions Chapter, you will embrace active learning, sharing your expertise as you also gain new skills through your own intellectual curiosity and Fidelity's superior learning resources.

Partnering for success

  • As a member of a Squad, you partner with others to advance the work of the Squad, continually improve the Squad's use of Scrum, and deliver on priorities set by your Squad Leader. You share your expertise with Squad members, and work with people from across many disciplines to advance the experience of Fidelity's Wealth Planners, Financial Consultants, and Relationship Managers as they work with clients.

How Your Work Impacts the Organization

The Client Solutions Business Chapter enables delivery of Fidelity's Wealth Management offerings. Through delivery of top notch associate experiences, you enable associates to make the best use of their time and skill sets to positively impact the financial outcomes, dreams and family dynamics of Fidelity's high net worth investors throughout the United States.
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