Senior Product Designer (Fidelity Labs – Fidelity Private Shares) 

📍 Job Overview

Job Title: Senior Product Designer (Fidelity Labs – Fidelity Private Shares)

Company: Fidelity Investments

Location: Merrimack, NH, United States

Job Type: FULL_TIME

Category: Product Design / FinTech Operations

Date Posted: 2026-06-18

Experience Level: Mid-Senior Level (4+ years)

Remote Status: On-site

🚀 Role Summary

• Lead end-to-end product design for a SaaS fintech platform, specializing in private shares and equity ownership solutions.

• Transform complex financial concepts into user-friendly digital experiences for founders, employees, and legal counsel.

• Drive product strategy and design solutions that align with core business needs, KPIs, and measurable impact.

• Collaborate closely with product managers, engineers, and customer success to define and deliver innovative features.

• Utilize modern design tools and AI technologies to enhance the design workflow and output.

📝 Enhancement Note: This role is positioned within Fidelity Labs, suggesting a blend of startup-like innovation with the stability of a large financial institution. The focus on "Fidelity Private Shares" indicates a specialized area within fintech, likely involving complex regulatory and transactional elements for private companies. The emphasis on "measurable impact" and "owning end-to-end success" points to a senior individual contributor role with significant autonomy and accountability for design outcomes.

📈 Primary Responsibilities

• Drive product design strategy by leveraging customer insights and supporting research and discovery initiatives to inform product direction.

• Advocate for customer-centricity across cross-functional teams, influencing stakeholders to prioritize user needs.

• Align design solutions with core business objectives, Key Performance Indicators (KPIs), and strategic outcomes to ensure tangible, measurable impact.

• Collaborate with product managers to iteratively shape product strategy, balancing innovation with practical constraints like time and scope.

• Partner with engineering teams to deliver feasible implementation specifications, review work-in-progress, and iterate based on technical feedback, ensuring high-quality execution.

• Serve as the primary design lead for small to medium-sized projects within the SaaS fintech platform.

• Support design peers on larger, more complex platform initiatives, fostering a collaborative design environment.

• Conduct early design exploration through brainstorming, sketching, user flows, and journey mapping to define innovative solutions.

• Deliver final design mockups and detailed specifications to development teams, ensuring clarity and precision for implementation.

• Translate complex design solutions into clear product requirements that effectively bridge user needs with technical implementation capabilities.

• Facilitate insights gathering sessions with business partners and the head of research to ensure designs are grounded in user needs.

📝 Enhancement Note: The responsibilities highlight a senior-level individual contributor role with strong leadership and strategic influence. The emphasis on "early design exploration" and "translating design solutions into clear product requirements" suggests a need for proactive problem-solving and clear communication skills. The mention of supporting design peers on larger projects indicates a mentorship or senior guidance expectation.

🎓 Skills & Qualifications

Education: Bachelor’s degree or higher, or equivalent practical experience.

Experience:

• 4+ years of product design experience in a fast-moving environment, preferably within FinTech, HRTech, or HealthTech.

• Experience supporting live, in-market web or mobile products with iterative updates.

• Demonstrated versatility across the full design lifecycle, from initial concepts to detailed UI handoffs. Required Skills:

• Proficiency in modern design tools, specifically Figma and Miro, with a strong command of visual and verbal communication.

• Hands-on experience with AI tools such as Figma Make, Co-pilot, Claude, or Dovetail, integrating them into the design workflow.

• Recent familiarity with user research techniques and feedback loops to ensure solutions are grounded in real user needs.

• Strong ability to drive insights and strategy, leveraging customer inputs to form a clear point of view on product direction.

• Excellent collaboration skills, with experience partnering effectively with product managers and engineering teams.

• Proven ability to advocate for customer centricity and translate complex financial concepts into intuitive user experiences. Preferred Skills:

• Experience specifically within the FinTech or SaaS platform domain.

• Familiarity with financial concepts related to private shares, equity ownership, and startup fundraising logistics.

• Experience in designing for complex regulatory or compliance-driven environments.

• Ability to mentor or guide junior designers on projects.

📝 Enhancement Note: The requirement for 4+ years of experience, coupled with the expectation to lead projects and support peers, positions this role at a solid mid-to-senior level. The explicit mention of AI tool integration and specific tools like Figma and Miro indicates a modern technology stack and requires candidates to be up-to-date with industry advancements. The portfolio requirement is critical, emphasizing the need to showcase a breadth of digital design experience.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• A polished, compelling portfolio showcasing the ability to design a variety of digital experiences, including applications and complex workflows.

• Case studies demonstrating end-to-end design ownership, from problem definition and user research to final design and impact assessment.

• Examples of how user insights and business needs were balanced to create effective design solutions.

• Clear articulation of the design process, including problem-solving approaches, ideation techniques, and iteration cycles.

• Visual representation of user flows, journey maps, wireframes, prototypes, and high-fidelity mockups.

• Evidence of collaboration with product and engineering teams, and how design was integrated into the development lifecycle. Process Documentation:

• Examples of how research findings were translated into actionable design strategies and requirements.

• Documentation of design explorations, including sketches, wireframes, and user journey maps, to illustrate the ideation process.

• Detailed specifications provided to development teams for pixel-perfect implementation.

• Case studies that highlight the measurable impact of design solutions on business KPIs and user satisfaction.

• Demonstrations of how AI tools were incorporated into the design workflow for efficiency or enhanced output.

📝 Enhancement Note: The portfolio is explicitly stated as a requirement, and its content should focus on showcasing the candidate's ability to handle complex problems, their design process, and the measurable impact of their work. The emphasis on "applications" without a portfolio means candidates will not be considered, underscoring its importance. The inclusion of AI tools in the workflow should also be represented.

💵 Compensation & Benefits

Salary Range: $97,000 - $185,000 USD per year.

Benefits:

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement plan.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.

Working Hours: 40 hours per week (standard full-time).

📝 Enhancement Note: The salary range is provided and covers a broad spectrum, indicating that placement within the range will depend heavily on the candidate's specific experience, the scope of responsibilities, and geographic location. The extensive benefits package is typical for a large financial institution like Fidelity, offering strong support for employees' well-being and professional growth. The mention of "market-leading retirement" and "educational assistance" are particularly attractive for long-term career development.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services / FinTech. Fidelity Investments is a major player in the financial services industry, and Fidelity Labs operates as an innovation hub within it. Fidelity Private Shares specifically targets the startup ecosystem, providing tools for fundraising and employee equity management.

Company Size: Large Enterprise (Fidelity Investments is a Fortune 500 company with tens of thousands of employees globally). Fidelity Labs likely operates with a more agile, startup-like team structure within this large organization.

Founded: Fidelity Investments was founded in 1946. Fidelity Labs, as an innovation arm, is a more recent development, focused on exploring new technologies and business models.

Team Structure:

• Fidelity Private Shares Team: Operates within Fidelity Labs, blending startup agility with corporate backing. Focuses on empowering business innovators by simplifying startup logistics like fundraising and equity management.

• Product Design within the Team: Senior individual contributor role, leading design for specific projects, collaborating closely with Product Managers and Engineering. Likely a flat hierarchy within the immediate project team, with potential for mentorship and design peer support.

• Cross-functional Collaboration: Integral to the role, involving close partnership with product management, engineering, customer success, legal, and research teams.

Methodology:

• Agile Development: Likely employed within Fidelity Labs, allowing for rapid iteration and continuous improvement.

• Customer-Centric Design: Core to the role, with emphasis on user research and insights to drive product direction.

• Data-Driven Decision-Making: Design solutions are expected to align with business KPIs and demonstrate measurable impact.

• AI Integration: Encouraged to leverage AI tools to enhance design efficiency and output.

Company Website: https://www.fidelity.com/ (Fidelity Investments), https://labs.fidelity.com/ (Fidelity Labs)

📝 Enhancement Note: The dual nature of Fidelity Labs—startup innovation within a large corporation—is a key cultural aspect. Candidates should be comfortable with fast-paced environments and ambiguity while also understanding the need for robust processes and strategic alignment inherent in a large financial institution. The specific focus on private shares and equity ownership suggests a niche but critical area within the broader fintech landscape.

📈 Career & Growth Analysis

Operations Career Level: Senior Individual Contributor (Product Designer). This role is for an experienced designer who can operate autonomously, lead projects, and influence product strategy. It represents a significant step beyond junior or mid-level design roles.

Reporting Structure: Likely reports to a Design Lead, Head of Product Design within Fidelity Labs, or a Senior Product Manager, with close collaboration across Product and Engineering.

Operations Impact: The role is designed to have a direct impact on revenue and business decisions by creating user experiences that drive adoption, engagement, and efficiency for users managing complex financial transactions related to private company equity. Success is measured by "measurable impact," not just aesthetic output.

Growth Opportunities:

• Specialization: Deepen expertise in FinTech design, particularly in private markets and equity management, becoming a subject matter expert.

• Leadership: Potential to grow into a Design Lead role, mentoring junior designers, or taking on larger, more strategic platform initiatives.

• Cross-functional Advancement: Develop strong product strategy skills, potentially transitioning into Product Management or a related GTM operations role within the fintech space.

• Skill Development: Opportunity to gain extensive experience with AI in design, modern SaaS platforms, and complex financial product design.

📝 Enhancement Note: This role offers a strong foundation for career growth within a specialized and high-impact area of fintech. The combination of "startup speed" and "corporate reach" provides a unique environment for development. The emphasis on owning "end-to-end success" and driving "measurable impact" sets the stage for future leadership opportunities.

🌐 Work Environment

Office Type: On-site. The role is based in Merrimack, NH, indicating a physical presence is required.

Office Location(s): Merrimack, NH, United States. This location is a significant operational hub for Fidelity.

Workspace Context:

• Collaborative Environment: Fidelity Labs culture emphasizes collaboration, with close interaction between design, product, and engineering teams. Expect a dynamic and interactive workspace.

• Tools and Technology: Access to modern design tools (Figma, Miro) and potentially advanced hardware and software for design and research.

• Team Interaction: Regular opportunities for brainstorming sessions, design reviews, and cross-functional meetings to drive projects forward. The environment is designed for builders and innovators.

Work Schedule: Standard 40-hour work week, typical for full-time roles. While a fixed schedule is implied, the "startup speed" within Fidelity Labs may allow for some flexibility and focus on output over strict hours, though the on-site requirement suggests a structured presence.

📝 Enhancement Note: The on-site requirement in Merrimack, NH, is a key detail. Candidates should be prepared for a traditional office-based work environment. The description of Fidelity Labs suggests an energetic and innovative workspace, likely designed to foster collaboration and rapid development.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: Likely includes a review of your resume and portfolio to assess basic qualifications and design experience.

• Portfolio Presentation: A core part of the process will involve presenting your portfolio, showcasing specific case studies that demonstrate your problem-solving skills, design process, and impact. Be prepared to discuss your role, decisions, and outcomes in detail.

• Design Challenge/Case Study: You may be given a design challenge or asked to walk through a past project in more detail, focusing on how you would approach a specific problem relevant to Fidelity Private Shares.

• Behavioral and Situational Interviews: Questions will assess your collaboration style, ability to handle ambiguity, strategic thinking, and how you advocate for users and design. Expect to discuss how you've worked with product managers and engineers.

• Hiring Manager/Team Interviews: Discussions focused on team fit, career aspirations, and your understanding of the role's strategic importance.

Portfolio Review Tips:

• Showcase End-to-End Process: Highlight projects that demonstrate your ability to take an idea from conception through to implementation and iteration.

• Quantify Impact: Whenever possible, use metrics to demonstrate the success of your designs (e.g., increased conversion rates, improved user satisfaction scores, reduced task completion times).

• Focus on Problem-Solving: Clearly articulate the problem you were trying to solve, your approach, the constraints you faced, and the rationale behind your design decisions.

• Highlight Collaboration: Explain how you worked with cross-functional partners (PMs, Engineers) and how you incorporated their feedback.

• Include AI Integration: If applicable, showcase how you've used AI tools in your design workflow and the benefits derived.

• Tailor to FinTech/SaaS: Emphasize projects relevant to financial services, SaaS platforms, or complex user journeys.

Challenge Preparation:

• Understand the Domain: Research Fidelity Private Shares, the challenges startups face with fundraising and equity, and the competitive landscape.

• Think Strategically: Be prepared to discuss not just UI elements but also how your design decisions align with business goals and user needs.

• Structure Your Thinking: For any case study or challenge, use a clear framework: Problem -> Research/Insights -> Solution -> Rationale -> Impact.

• Practice Presenting: Rehearse your portfolio walkthrough and any potential case study presentation to ensure clarity, conciseness, and confidence.

📝 Enhancement Note: The emphasis on a portfolio and demonstrating "measurable impact" suggests that the interview process will be highly focused on practical application and results. Candidates should be prepared to articulate their design process rigorously and tie their work back to business objectives.

🛠 Tools & Technology Stack

Primary Tools:

• Figma: Expected to be the primary tool for UI design, prototyping, and collaboration. Proficiency is critical.

• Miro: Essential for collaborative whiteboarding, brainstorming, user journey mapping, and ideation sessions.

• AI Design Tools: Experience with tools like Figma Make, Co-pilot, Claude, or Dovetail is explicitly required, indicating a forward-thinking approach to design workflows.

Analytics & Reporting:

• While not explicitly mentioned, familiarity with product analytics tools (e.g., Google Analytics, Amplitude, Mixpanel) and data visualization tools (e.g., Tableau, Power BI) would be beneficial for understanding user behavior and measuring design impact. CRM & Automation:

• Not directly applicable to the Product Designer role but awareness of how design integrates into CRM or automation workflows for user onboarding or feature adoption might be a plus.

📝 Enhancement Note: The explicit mention of Figma, Miro, and AI tools like Figma Make, Co-pilot, Claude, and Dovetail highlights the modern and AI-integrated nature of this design role. Candidates must be proficient in these tools to be considered.

👥 Team Culture & Values

Operations Values:

• Customer Centricity: A fundamental value, driving the need to understand and solve real user problems.

• Innovation: Encouraged within Fidelity Labs, fostering a culture of experimentation and new idea generation.

• Collaboration: Essential for success, with strong emphasis on working effectively across product, engineering, and other functions.

• Impact-Driven: Focus on delivering measurable business results and improving user outcomes.

• Agility & Iteration: Embracing a fast-paced environment with the ability to adapt and refine designs based on feedback and data.

Collaboration Style:

• Partnership-Focused: Working closely with Product Managers to define strategy and Engineers to ensure feasible and high-quality implementation.

• Open Communication: Encouraging transparent feedback loops and constructive critique to elevate design quality.

• Cross-functional Alignment: Ensuring all stakeholders are aligned on design goals and user experience, translating complex concepts into clear understanding.

• Proactive Engagement: Actively participating in discovery, ideation, and review sessions to contribute to the broader product development process.

📝 Enhancement Note: The culture at Fidelity Labs is described as a blend of startup dynamism and corporate rigor. Candidates should expect a collaborative, fast-paced environment where innovation is encouraged, but also where designs must align with strategic business objectives and be meticulously executed.

⚡ Challenges & Growth Opportunities

Challenges:

• Ambiguity: Thriving in ambiguous problem spaces and transforming complex financial concepts into simple, intuitive experiences.

• Balancing Innovation and Constraints: Finding the right balance between pushing design boundaries and adhering to time, scope, and technical limitations.

• Cross-functional Alignment: Navigating diverse stakeholder needs and ensuring buy-in for design recommendations.

• Measuring Impact: Defining and tracking metrics to demonstrate the effectiveness of design solutions in a complex financial domain.

Learning & Development Opportunities:

• FinTech Specialization: Deepen expertise in the intricacies of financial technology, particularly in private markets and equity management.

• AI in Design: Gain significant practical experience integrating cutting-edge AI tools into the design workflow.

• Product Strategy: Develop a stronger understanding of product strategy and business alignment through close collaboration with Product Management.

• Mentorship: Opportunities to learn from senior team members and potentially mentor junior designers.

• Exposure to Large-Scale Operations: Understand how innovative products are built and scaled within a Fortune 500 company.

📝 Enhancement Note: This role presents opportunities to tackle complex, real-world problems in a high-growth fintech sector. The challenges are geared towards developing strategic thinking, advanced problem-solving, and strong cross-functional leadership skills, all supported by significant learning and development pathways.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to design for a complex financial product. What were the biggest challenges, and how did you overcome them?" (Focus on problem definition, user research, and solution rationale.)

• "How do you balance user needs with business KPIs and technical constraints? Can you provide an example?" (Demonstrate strategic thinking and trade-off management.)

• "Imagine you're designing a new feature for founders to track investor commitments on our platform. What would be your initial steps, and how would you approach user research?" (Assess your process, user-centricity, and ability to handle ambiguity.)

• "How have you incorporated AI tools into your design workflow, and what was the impact?" (Highlight your experience with AI and your forward-thinking approach.) Company & Culture Questions:

• "What do you know about Fidelity Private Shares and the challenges faced by startups in managing equity?" (Showcase your research and domain understanding.)

• "How do you see yourself contributing to the innovative culture of Fidelity Labs?" (Align your working style with the described environment.)

• "Describe your ideal collaboration with product managers and engineers." (Assess your teamwork and communication skills.) Portfolio Presentation Strategy:

• Structure Your Narrative: For each case study, clearly state the problem, your role, the process, your key decisions, the outcome, and the lessons learned.

• Highlight Collaboration: Explicitly mention how you worked with PMs, engineers, and other stakeholders.

• Showcase Process: Visually represent your journey maps, user flows, wireframes, and mockups. Explain why you made certain design choices.

• Quantify Impact: Use data and metrics to demonstrate the success of your designs. If direct metrics aren't available, discuss anticipated impact or user feedback.

• Be Ready for Deep Dives: Prepare to answer detailed questions about specific aspects of your projects, your decision-making process, and your technical proficiency with tools like Figma.

📝 Enhancement Note: Interview preparation should focus on demonstrating a robust design process, strong strategic thinking, and the ability to articulate the impact of design decisions, particularly within a regulated financial environment. Emphasize experience with complex products and AI integration.

📌 Application Steps

To apply for this Senior Product Designer position:

• Submit your application through the provided link on the Workday careers portal.

• Curate Your Portfolio: Select 2-3 of your strongest case studies that best showcase your end-to-end design process, problem-solving skills, and experience in relevant domains (FinTech, SaaS, complex applications). Ensure it highlights your proficiency with Figma, Miro, and AI tools.

• Tailor Your Resume: Update your resume to clearly highlight your 4+ years of product design experience, specific achievements, and proficiency with required tools and technologies. Use keywords from the job description, such as "Product Design," "Figma," "Miro," "AI tools," "FinTech," and "user research."

• Prepare Your Portfolio Presentation: Practice walking through your chosen case studies, focusing on articulating the problem, your process, your design decisions, and the measurable impact of your work. Be ready to discuss your collaboration with product and engineering.

• Research Fidelity Labs & Private Shares: Understand the company's mission within Fidelity Labs, the specific challenges faced by Fidelity Private Shares clients (founders, employees, legal counsel), and the competitive landscape. This will help you tailor your responses and ask insightful questions.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.