Director, Wealth Management & Retirement Offerings

Job Description:

The Role

Join us in defining and implementing a strategic vision for evolving Fidelity’s hybrid ‘team-based’ advice model! The Hybrid Advice Team is seeking a Director with a strong product management background and track record of driving solutions from conceptualization to delivery. The Director will be a core member working within a Commercialization team that drives strategy through defining the problem, assessing data, analyzing needs, and bringing a client-centric lens to the development of a solution. The position combines big-picture vision with practical execution, making it an excellent opportunity for candidates passionate about helping our clients achieve their financial goals.

Responsibilities include:

• Collaborating with product managers, business partners, and our client-facing associates to define project goals and requirements.
• Using a client lens, translate business needs into actionable plans, ensuring alignment with overall product offering and business goals.
• Working closely with partners to collect requirements, document use cases, and create user stories.
• Analyzing data, generate reports, and present findings to inform decision-making.
• Champion customer-centric design principles, advocating for outstanding user experiences.

The Expertise and Skills You Bring

• Bachelor's degree or equivalent with 10-12+ years of experience. MBA a plus.
• Certified Financial Planner (CFP®) designation is a plus
• Client-facing or distribution experience is a plus
• Knowledge of investment products, particularly managed accounts, and financial planning.
• Strong verbal and written communication skills with the ability to craft and present successful presentations using PowerPoint.
• Skilled at building credibility and trust with diverse partners
• Strong product development skills, including creating business requirements and understanding system requirements.
• Proven project management skills and driven to own several initiatives at once
• Customer-focused attitude and aim to understand our clients and craft experiences to help both clients and advisors.
• Ability to work in a fast-paced and frequently ambiguous environment.
• Understanding of client-facing/advisor-led process a plus.
• Thinks strategically about end-to-end experiences, implementation, and measurement.
• Enables work across business units and teams to ensure the best client experiences.

The Team

Fidelity’s Wealth Solutions Domain develops solutions that empower millions of Americans to enhance their financial portfolios, invest towards their goals, and feel secure during complicated times. The Hybrid Advice Team is working to redefine Fidelity’s ‘team based’ advice offering so that we can help more clients plan for and achieve their financial goals. The role is part of the Wealth Management & Retirement Offerings product area. Our Values Include:

• Client Obsession: We believe that the client is at the center of everything we do.
• A Commitment to Growth: One day a week 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.

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 fidelitycareers.com.

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.

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