Advisory Experience Lead

3 weeks ago


Kingswood, Canada Fidelity International Full time

About the Opportunity

**Job Type**: Fixed Term Contractor

Contract duration : 12 months.

Title Advisory Digtal Experience Lead

Department Global Digital Experience

Location Kingswood, Surrey

Reports To Head of Digital Advisory Experiences

Level Senior Manager

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our [insert name of team/ business area] team and feel like you’re part of something bigger.

About your team

The Global Digital Experience team provides ground breaking digital solutions to deliver market leading digital client experiences and creating innovative ideas that bridges mobile, desktop, back office and other digital media to provide solutions and services that are driven by customer insight and business & local Market demands across PI, Wholesale, Institutional, Advisory and DC/Workplace Investing. The Global Digital experience team places itself in a leading position to respond and adapt in a continuously evolving ecosystem to achieve Fidelity’s strategic goals, deliver best in class digital experiences to our customers, and provide exciting growth opportunities for our employees.

About your role

As an Advisory Experience Lead you will work in partnership with the business to drive strategic change and continuous improvement for the Adviser Solutions Platform. You will be responsible for having an in-depth understanding of the digital service offering, products and customer to develop the right digital experience for new initiatives, features and complex enhancements. You are a strong leader who thrives on solving tough design challenges with other people using a creative and user-focused approach.
- Lead on the planning and kick-off of complex experience briefs. Set the design direction following a design thinking approach. Work with the business channel and technology to understand the problem, explore high-level ideas and develop out requirements.
- Be the conduit between the business channel and design studios (UX and UI designers). Provide detailed experience briefs and be available to support and guide at the start of the detailed design phase to ensure quality of output. Act as the point of contact for escalation.
- Build strong relationships with stakeholders by actively seeking to understand goals and pain-points. Continually educate on the value of a user-centered design approach.
- Form strong partnerships with other key teams within Digital. Define and continuously improve ways of working to ensure the best outcome for our customers.
- Work with UX Designers and the Analytics team to define tagging requirements to align to the FundsNetwork Investment Services Platform analytics framework. Periodically review and amend the framework to cater for changing internal needs.
- Build an in-depth understanding of the customer by driving customer research, and by actively tracking internal feedback and analytics. Seek out opportunities to create business value and improve the customer experience based on this insight. Appropriately articulate opportunities to ensure they are reviewed and actioned by stakeholders.

About you
- Strong creative intuition as a result of having experience deploying digital solutions for enterprise businesses, from large programmes of change to optimisation following user-centered design process.
- Experience working with experts from other disciplines within digital; interaction design, technology, content strategy, and brand strategy, to plan, ideate and set the design direction of projects.
- Ideally, expertise in personal Investing and/or advisory. Experience in other sectors also valuable, particularly B2B.
- Excellent communication and leadership skills with a proven track record of influencing and motivating others at a senior level to achieve results and exceed targets. Ability to communicate complex and emotive topics to different audiences in an approbate way.
- Experience engaging and working with stakeholders to; influence decisions, manage expectations and provide design consultancy.
- A team player, who will be able to work within a culture of collaboration and respect.

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