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Fintech Product Strategy Leader - Institutional Wealth Management Services

AT Fidelity Investments
Fidelity Investments

Fintech Product Strategy Leader - Institutional Wealth Management Services

Boston, MA

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.

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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:

Series 07 - FINRA, Series 63 - FINRA

Category:

Product Management
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Boston, MA, USA; Westlake, TX, USA
Job ID: Fidelity-2107394
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

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