Director, Product Management, Wealth AI, Covington, KY

Director, Product Management, Wealth AI

Published: Nov 10

ID: 2133611

Onsite

Experience Level

Director

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

We are looking for a highly motivated Director of Product Management to join Wealth AI Product Management at Fidelity Wealth!

This position is responsible for one to two of our key AI initiatives from start to finish – covering problem definition and requirements through to pilot. Initial focus areas include AI Estate Planning, Client Interactions Summarization, and Historical Notes AI Summary.

As the main product owner for the initiatives you lead, you will guide the roadmap, define requirements, align collaborators, and oversee delivery results. Working closely with a cross-functional team including Engineering, Data Science, UXD, Legal and Compliance, Risk, and AI Governance is essential to advancing safe, high-quality production releases in the Wealth space. We continuously explore new technologies and approaches to consistently deliver value to advisors and clients. The Director will positively influence Fidelity's customers and contribute to developing and maintaining innovative, safety-conscious AI products.

The Expertise and Skills You Bring

Bachelor’s Degree with 12 + proven experience in Product Management, Data Science, or Engineering
Handling the entire product lifecycle for one or more AI initiatives - from strategic framing through pilot, hardening, and scaled release
Specifying market and user requirements by conducting advisor and client research, competitive scans, and internal discovery
Building the intake, prioritization, and requirements practices needed to support the accelerating pace of AI-enabled digital delivery
Developing product proposals with clear functionality, customer value, time to market, risk profile, and development requirements
Leading the build out of product roadmaps with distinct achievements and defining prioritization and sequencing of features to deliver maximum advisor and client value while supporting key business metrics.
Developing and implementing a go-to-market and rollout plan for AI-enabled features, working with Advisor Enablement, Marketing, Legal, and Compliance to implement.
Analyzing advisor and client feedback, usage data, and industry trends to add new product ideas and themes into the pipeline
Leading resources in the planning, design, development, test, deployment, and support of releases and programs/projects associated with the product
Partnering with other functional areas of the organization to drive the strategy forward
Developing and reporting on product measurement and metrics, including AI-specific quality metrics (accuracy, groundedness, safety, adoption)
Capable of partnering with and influencing individuals at all organizational levels
Strong communication (written and verbal) and interpersonal skills
Ability to effectively multi-task, prioritize and work independently as well as part of the team.
Demonstrated technical, analytical, and problem-solving skill
Dedication to customer satisfaction
An affinity for technology and staying up to date on industry innovations, including generative AI, agentic systems, and responsible AI
Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making
Works well with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information

The Team

Wealth AI Product Management is a newly formed team standing up an AI product portfolio inside Fidelity Wealth. Our mission is to put safe, useful AI in the hands of Wealth advisors and clients - starting with high-leverage use cases like estate planning support, client interactions summarization, and historical notes summarization. You will be aligned with our AI initiative pod, owning one to two major builds end-to-end and partnering with Engineering, Data Science, UXD, Risk, and AI Governance to move from pilot to production. We are looking for forward thinkers willing to explore GenAI and other emerging AI capabilities to solve real advisor and client problems.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Product Management

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.

Company overview

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 experience.

Reasonable accommodations

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 [email protected], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

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.

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