Jaime Stein serves as the Director and Customer Inclusion Leader at Fidelity Investments, where he is at the forefront of driving strategic initiatives aimed at enhancing inclusive customer experiences across diverse segments. With a robust background in consulting and strategy, Jaime leverages his expertise in...
Jaime Stein serves as the Director and Customer Inclusion Leader at Fidelity Investments, where he is at the forefront of driving strategic initiatives aimed at enhancing inclusive customer experiences across diverse segments. With a robust background in consulting and strategy, Jaime leverages his expertise in UX research and insights to inform product development that resonates with a wide array of clients. His role involves close collaboration with Product Leaders, Insights, Marketing, and Fidelity Consulting to identify and capitalize on opportunities that deepen client relationships and elevate the quality of Fidelity's offerings.
Under Jaime's leadership, key projects have focused on integrating consumer behavior insights into the design and delivery of financial products, ensuring they meet the unique needs of various demographic groups. His solution-oriented approach enables him to navigate complex business challenges, fostering an environment where innovation thrives. Jaime's proficiency in mixed methods research and qualitative analysis allows him to uncover valuable insights that inform brand strategy and usability enhancements, ultimately leading to more compelling customer experiences.
Known for inspiring teams and facilitating brainstorming sessions, Jaime cultivates a collaborative atmosphere that encourages creative problem-solving. His commitment to workload prioritization ensures that strategic initiatives are executed efficiently, aligning with Fidelity’s overarching goals of inclusivity and client satisfaction. As a thought leader in the financial services industry, Jaime is dedicated to championing diversity and inclusion, making a significant impact on how Fidelity engages with its clients and shapes the future of customer experience.
