Job Description:

The Role

Fidelity Institutional is seeking a Director, FI Product and Distribution Enablement to play a critical role in shaping how we enable and support financial advisors through our Investment Specialists organization. This role sits at the intersection of strategy, insights, and execution—serving as a central authority on advisor needs and translating those needs into scalable solutions that drive measurable business impact.

As Director, FI Product and Distribution Enablement, you will be responsible for influencing and operationalizing advisor‑centric enablement across the Investment Specialists organization. You’ll work horizontally across cross‑functional teams, providing clear ownership for operational enablement initiatives and ensuring that insights from the field are transformed into actionable priorities, execution roadmaps, and enterprise‑ready processes.

This is a highly collaborative role, partnering closely with Investment Specialists, Practice Management Consultants (PM and C), Marketing, Thought Leadership, Distribution, and Sales teams. You will be expected to influence without authority, align diverse stakeholders, and bring clarity to complex, cross‑team initiatives.

The Expertise and Skills You Bring

  • Serve as the voice of the advisor within the organization, synthesizing qualitative and quantitative inputs—such as field feedback, PM and C insights, usage data, and reporting—into cohesive, actionable insights.

  • Translate advisor needs into strategic priorities, execution roadmaps, and measurable outcomes across the Investment Specialists organization.

  • Lead and support cross‑team initiatives that require dedicated ownership, including: Automation of reporting and analytics Dashboard design and implementation Development and operationalization of Thought Leadership insight processes and operating models

  • Apply strong strategic judgment to make decisions informed by long‑term trends, business implications, and evolving advisor needs.

  • Create leverage for asset‑class‑focused analysts by ensuring their work is strategically aligned, actionable, and effectively deployed across distribution channels.

  • Establish scalable processes that improve execution consistency, visibility, and impact across the organization.

  • Proven ability to influence outcomes without direct authority in a complex, matrixed organization.

  • Strong experience synthesizing data, insights, and stakeholder input into clear recommendations and execution plans.

  • Deep familiarity with data, reporting, and analytics platforms (such as FactSet, Tableau, or similar tools).

  • A strategic mindset with the ability to balance near‑term execution with long‑term vision.

  • 5–8 years of experience in wealth management, management consulting, corporate strategy, planning, or a related field.

  • Strong academic credentials; an MBA, CFA, or other relevant advanced degree is preferred.

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

The Team

The Analytics and Commercialization team is a key enabler of the FI/IWMS strategies and drives sustainable commercial value to Fidelity by leveraging our collective intelligence and forming forward-looking perspectives to unlock, package and deliver growth and scale opportunities for our clients. The org includes the following teams that collectively work together to drive end-to-end connectivity to realize our outcomes: Data Foundation and Management, Analytics and Insights, Commercialization, Investment and Business Consulting specialists, and Distribution Enablement and Effectiveness.

Certifications:

Category:

Sales Support

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.