Director, Wealth Management and Retirement Offerings

Job Description:

The Role

You are an upbeat colleague who loves working collaboratively with teams to deliver exceptional customer experiences. Your focus will be to drive transparency, coordination and prioritization across how we deliver the best of Fidelity to Fidelity Wealth prospects and clients via GTM strategies.

As the Director of the Wealth Commercialization, you will be accountable for:

• Rationalizing key business partners' roadmaps into a broader wealth commercialization view
• Supporting and actively driving the prioritization process for shared resources across the Wealth domain
• Understanding and rationalizing key business partner needs with capacity constraints with partner teams
• Clearly communicating priorities and next steps
• Driving the quarterly/annual planning process for Wealth Engagement team and providing transparency within and beyond the WMRO organization
• Facilitating team quarterly/annual planning and team health
• Collecting and helping to facilitate prioritization of asks of shared resources, e.g., Marketing, UXD, UXC, CKSI

The Expertise and Skills You Bring

• Bachelor's Degree required
• 5-10 years of proven experience in financial services, with focus in digital experience, client communications or distribution support
• Understanding of Fidelity's retail distribution model, digital experience platforms, advisory offerings, and financial planning capabilities
• You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team.
• Strong analytical and interpersonal skills
• A learning and growth demeanor
• Ability to drive alignment between partners across the organization
• Cross-functional collaboration skills to navigate a matrixed environment with a range of priorities and perspective.
• Strong project management skills and driven to own several initiatives at once

The Team

The Engagement team is a critical part of the Wealth Management and Retirement Offering team in the Wealth Solutions (WS) domain. The role partners across Fidelity Wealth, Brokerage, Workplace, Marketing, CKSI, Distribution, Legal, Risk and Compliance to deliver the best of Fidelity to Wealth clients.

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. Please email us at [email protected] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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.

Client-provided location(s): Boston, MA, North Smithfield, RI

Job ID: Fidelity-2114989

Employment Type: OTHER

Posted: 2025-07-21T23:45:44