VP, Self Directed Product Strategy

Job Description:

VP, Brokerage Customer and Offering Strategy 

The VP, Self-Directed Investing Offering Strategy, will play a pivotal role in shaping the future of our brokerage business.  This individual will lead the development and execution of customer-centric strategies, drive innovation in our product and service offerings, and ensure we deliver exceptional value to our self-directed brokerage customers.  The ideal candidate is a visionary leader with deep brokerage industry experience, and a proven track record of strategic execution. 

Key Responsibilities 

• Develop and implement a comprehensive brokerage customer strategy to drive acquisition, engagement, retention, and satisfaction 

• Lead the design and evolution of new self-directed brokerage and investment solutions, ensuring alignment with market trends, customer needs, and regulatory requirements. 

• Lead our Family Engagement and Generational Wealth Transitioning strategy. Analyze customer data, market research, and competitive intelligence to identify opportunities for growth and differentiation 

• Collaborate with product, marketing, technology, compliance, and operations teams to deliver seamless and innovative customer experiences, including go-to-market, value proposition, and fulfillment plans 

• Champion a culture of experimentation and speed to market 

• Monitor and report on key performance indicators, provides insights and actionable recommendations and business cases to senior leadership 

The Skills and Expertise You Bring 

• Bachelor’s degree required; MBA or equivalent is preferred. 

• Series 7 or 24 preferred  

• Product and offering concept development, experimentation, and road map planning 

• 10+ years of experience in brokerage, wealth management, or financial services, with a focus on customer strategy, product management, or offering development 

• Demonstrated success in leading cross-functional teams and driving strategic initiatives 

• Deep understanding of brokerage products, customer segments, and regulatory landscape 

• Strong analytical, problem-solving, and communication skills 

• Proven ability to influence at all levels of the organization and build strong business partner relationships 

• Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses. 

• Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers. 

Note: Fidelity is not providing immigration sponsorship for this position

The Team 

Our primary purpose is to help millions of customers become better, more confident investors so they can achieve their financial goals.  The Self-Directed Investing Team is accountable for understanding the needs of a broad spectrum of investors and developing new offerings that will create differentiated value.  We are responsible for driving top-line growth of the brokerage business,