accountable for the enterprise product strategy, investment direction, and business outcomes of Fidelity’s Net Worth, Cashflow, Budgeting, and Aggregation capabilities
drive product vision, opportunity intake, prioritization, and success metrics
ensure Fidelity delivers intuitive, data-driven financial organization experiences that increase planning readiness and client confidence
partner closely with Engineering, Architecture, Design, Data, and Business leaders, influencing delivery and technical decisions without owning engineering execution
measure success by portfolio-level client impact, adoption, and business outcomes

Bachelor’s degree with 12
15 + years’ experience in product leadership or general management roles with enterprise scope
Deep expertise in financial planning, wealth management, or consumer financial platforms
Demonstrated success defining and implementing enterprise product strategies tied to measurable client and business outcomes
Validated ability to influence outcomes across complex, highly regulated, matrixed organizations
Strong executive communication, decision-making, and partner alignment capabilities
Experience defining vision and strategy for end-to-end customer experiences across digital and advisor-led channels
Track record of translating customer needs into scalable product strategies, business cases, and investment priorities
Strong analytical demeanor with experience establishing critical metrics tied to customer outcomes, engagement, and adoption
Ability to assess competitive, regulatory, and industry trends (e.g., data aggregation ecosystems, permissioned data) and translate into actionable strategy
Experience partnering across business units and functions to deliver integrated solutions that deepen customer relationships and drive growth

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Director/VP, Product Manager, Net Worth & Cash Flow

Key skills