Lisa Schneider

Developed and executed strategic initiatives for Fidelity's 1.2T Fixed Income Division

• Product lead for Fixed Income and Asset Allocation Board. Responsible for presenting all product proposals for approval
• Worked closely with Asset Management team to develop and launch new products including mutual funds, ETFs, and Institutional separate accounts
• Collaborated with legal, compliance, operations and transfer agents to review and maintain compliance with regulations.
• Formulated and executed strategic initiatives to improve product offerings.
• Analyzed industry trends and tracked competitor activities to inform decision making.
• Managed product roadmaps, aligning with company goals and ensuring timely delivery of key features.
• Strengthened relationships with key stakeholders, fostering trust and collaboration across organization.

Responsible for fixed income product line up and vetting new product initiatives for Fidelity's money market and bond mutual funds

• Ensured regulatory compliance by working closely with legal departments on necessary documentation and approvals.
• Prepared proposals for Board approval and updates
• Deep understanding of competitor markets and policies
• Managed product roadmaps, aligning with company goals and ensuring timely delivery of key features.
• Participated in cross-functional teams to develop and launch new products
• Strong fiduciary orientation
• Led product team in response to regulatory changes in money market industry revising policies and procedures to ensure compliance with industry regulations, mitigating potential risks

• Primarily focused on money market products, maintaining investment solutions for Fidelity's cash management business
• Spearheaded competitive analysis to identify market opportunities and drive product differentiation within money markets
• Established strong relationships with key stakeholders, fostering collaboration across departments.
• Responsible for product management and marketing efforts for Fidelity Investments fixed income and money market mutual funds.