Fintech Product Strategy Leader - Institutional Wealth Management Services

Job Description:

The Role

As the Vice President, Fintech Product Strategy Leader, you will use your strategic, product management, and leadership expertise to deliver powerful digital solutions through partnerships with leading Fintech companies. Your role will be pivotal in driving outstanding customer and business value for Institutional Wealth Management Solutions (IWMS).

Your mission is to own the development and execution of technology product strategies for Fintech partnerships, including integration strategies, relationship models, commercialization plans, and success metrics. You will define, prioritize, deliver, and measure the success of Fintech initiatives, improving Fidelity’s technology experience for clients. Collaborating with Fintech Relationship Managers, you will drive integration capability adoption, capture client feedback, ensure satisfaction, and maintain competitive positioning. Additionally, you will support broader strategic decisions, refine roadmaps, and align resources to achieve mission objectives.

Key Responsibilities:

• Vision and Strategy: Define and own the vision for Fintech partnerships, identifying key partners and integration value across client segments and business models.
• Strategic Leadership: Develop and execute technology product strategies for IWMS, focusing on Fintech relationships and integrations.
• Business Value: Measure and communicate the value of Fintech relationships and integrations for IWMS clients, focusing on solutions that meet the needs of the various business models. Understand client needs and market opportunities to inform decision-making.
• Goal Setting: Implement goals and metrics that support growth, retention, and digitization.
• Stakeholder Engagement: Gather feedback from key internal partners including (but not limited to): Wealthscape Platform and Product, Segment Management, Technology Consulting, Client Experience and Client Growth. Understand their needs, collaborate on alignment and measurement, and keep informed of progress
• Strategic Influence: Provide insight and feedback to technology development, product management and other key partners.
• Industry Awareness: Stay informed about Fintech trends and competitive analysis to guide strategy.

The Expertise and Skills You Bring

• Technology product management experience, preferably in Fintech / Wealthtech industry.
• A Series 7 license is required in this role.
• A data-driven approach to the marketplace, prioritization and value delivered.
• Strong strategic, product management, and leadership abilities.
• Deep understanding of the Fintech industry, client needs and market dynamics.
• Ability to innovate through collaboration and iterative processes.
• Dedication to continuous learning and development.
• Strong focus on execution and identifying, communicating, and removing impediments.
• Ability to lead, influence, and empower teams, working collaboratively across Fidelity to deliver business outcomes.

The Team

You work in partnership with product area leaders, IWMS strategy, platform services and operations, technology consulting, client experience, relationship management and other business and tech partners to drive growth, scale and deepen relationships. By demonstrating and promoting Fidelity and leadership behaviors, you sustain and evolve our innovative, execution-focused culture.

Certifications:

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 top 10 Best Place to Work in 2024. 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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.