Job Description:

The Role

Are you passionate about shaping the future of brokerage products in a rapidly evolving financial landscape? Fidelity is seeking a strategic and dynamic Director of Equity & Fund Product Strategy to lead the business development and support of new and existing product initiatives to drive customer value, business outcomes, and brokerage innovation. This role offers a unique opportunity to influence the direction of our equity and fund product offerings, collaborate across business units, and engage directly with senior leaders, clients, and industry partners. If you're a forward-thinking leader with a deep understanding of market dynamics and a talent for translating insights into actionable strategy, we want to hear from you.

Lead the development and execution of the equity product roadmap, aligning with client needs, market trends, and business priorities.
Drive cross-functional alignment and readiness for product deployment, including go-to-market strategy, pricing, and value proposition development.
Serve as a subject matter expert for equity markets and related financial instruments i.e. ETFs, providing insights to delivery teams and shaping digital and live channel experiences.
Represent Fidelity in market-facing engagements, offering thought leadership and strategic commentary to clients, prospects, and internal stakeholders.
Monitor and communicate regulatory, legislative, and competitive trends, ensuring the product strategy remains compliant yet innovative and forward-looking.
Build and maintain strategic partnerships with vendors and cross-enterprise business units to enhance product capabilities and reach.

The Expertise and Skills You Bring

The ideal candidate should possess strong analytical skills, a start-up mind-set, and a track record of aligning cross-functional teams. Exceptional communication and stakeholder management is essential, along with a client-centric mindset and the ability to influence across business units and external partners.

Must be proactive, self-motivated, and excel navigating unclear or evolving situations
Must be an innovative thinker who can turn ideas into high value outcomes
Committed to furthering business and technical acumen
5+ years of financial services experience
3+ years of equity markets or relevant brokerage experience
Bachelor’s degree required
Series 7 preferred

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Brokerage Product Strategy team is a dynamic, growth-focused group within the commercialization function. We are dedicated to identifying strategic opportunities that drive innovation and expand the brokerage business’s impact. Collaborating closely with our Self-directed segment team, our team ensures that clients have access to the right products and tools to achieve their investment goals. We also play a critical role in maintaining Fidelity’s competitive edge by enhancing existing products and developing new solutions that meet evolving market needs.

Certifications:

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.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Director, Brokerage Product Strategy