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Director of Product Strategy, Advanced Brokerage

Fidelity

Fidelity

Product
Boston, MA, USA · Merrimack, NH, USA · Jersey City, NJ, USA · New York, NY, USA · smithfield, ri, usa
USD 100k-169k / year
Posted on Jun 4, 2025
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Job Description:

Director of Product Strategy, Advanced Brokerage

The Role:

We're seeking a Director of Product Strategy, Advanced Brokerage, to lead key initiatives for the growth of our sophisticated brokerage solutions within Fidelity Brokerage. This role will define the product vision, craft the roadmap, and lead key critical initiatives to significantly expand products and offerings, open new client segments, drive customer adoption, increase asset flows, and drive revenue growth.

As a key member of the Product Strategy team, we are seeking a strong contributor to develop the strategy for our Active Trader Pro/Trader+ trading platforms, margin, securities finance, and other offerings and capabilities targeting our most sophisticated trading customers. We are looking for someone who will collaborate closely with Enterprise partners, Fidelity Consulting, Strategy & Planning, Delivery, Technology/Architecture, Marketing, and Distribution teams to ensure solid execution. You'll also lead competitive research, financial analysis, opportunity sizing, and business case development of key strategic priorities.

This role reports to the Vice President, Product Strategy, Advanced Brokerage and is part of the Brokerage Customer and Product strategy organization responsible for commercializing our brokerage offering to drive growth within the self-directed investing markets and customer segments.

The Skills and Expertise You Bring

  • Bachelor's degree or equivalent is required; MBA, Chartered Financial Analyst designation, or equivalent, a plus.
  • Series 7 is preferred, but not required.
  • 5-10 years of experience in Trading, Product Development, Software Development, Product Strategy, or Consulting roles within the financial services industry.
  • Deep subject matter expertise in equity, ETF, options, futures, or crypto markets; trading and order management systems; margin and securities finance; hedge funds and prime brokerage; or other relevant brokerage experience.
  • Strong background in defining strategic roadmaps and leading the development of solutions and offerings aligned with, and in support of, the strategic direction of the business.
  • Experience engaging with senior internal and external customers and partners.
  • Experience leading teams and working collaboratively across a matrixed organization.

Key Responsibilities:

  • Vision and Strategy Development: Owns the development and iteration of the strategic roadmap to optimize and meet customer and market needs.
  • Market Engagement: Provides market-facing insights and commentary through partnerships with business development, relationship management, and client service teams.
  • Competitive Landscape: Leads competitive research on key market participants and builds strategic partnerships with them.
  • Business Planning & Execution: Builds comprehensive business plans, including financial modeling, pricing, and expense projections, while prioritizing, sequencing, and phasing deliverables, and defining go-to-market strategies with compelling value propositions.
  • Product Delivery Leadership: Partners with the Delivery Organization to deliver brokerage solutions, features, and concepts to market, targeted to diverse customer segments.
  • Cross-Enterprise Partnership: Leads cross-enterprise business unit alignment for product readiness and deployment of sophisticated brokerage offerings, establishing project plans and leading them throughout their lifecycle.
  • Market & Regulatory Insights: Communicates strategic insights on regulatory and legislative trends, and their impact on the client/customer experience.
  • Communication: Strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and levels of the organization.
  • Data driven decision making: Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.

Note: Fidelity is not providing immigration sponsorship for this position

The Team:

Our team manages our existing brokerage product offerings by strategically driving the development, market launch and continual support and improvement of our brokerage products. We define and manage our customer and solution offering for the brokerage business and partner with Delivery, Distribution, and Enabling Teams to conceptualize, develop, launch, and evolve offerings to achieve business outcomes.

The base salary range for this position is $100,000-$169,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

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.

Certifications:

Category:

Product Management

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, or by calling 800-835-5099, prompt 2, option 3.

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 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.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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