Director, Product Manager – Institutional Distribution

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

 

As the Director, Product Manager - Institutional Distribution, you will lead the vision, strategy, roadmap, and execution for Salesforce capabilities supporting Fidelity Institutional's Institutional Client Group (ICG), with a focus on enabling Sales and Consultant Relations associates to strengthen relationships, improve productivity, and drive business growth. Leading two cross-functional Agile software delivery teams, you will own a portfolio of CRM products and capabilities, translating business objectives and user needs into scalable, high-impact solutions that deliver measurable value. Working closely with the Institutional Market Enablement team and key business, technology, and operational partners, you will shape strategic priorities, guide investment decisions, and balance near-term business needs with long-term product and platform evolution. The successful candidate will bring strategic product leadership, CRM expertise, and a passion for innovation, leveraging customer insights, adoption trends, and business outcomes to continuously enhance the associate experience and advance the Institutional Distribution CRM strategy.

 

The Expertise and Skills You Bring

 

• Bachelor's degree or equivalent experience; advanced degree preferred.

• Significant experience leading product management, product strategy, CRM transformation, or related initiatives, with progressive responsibility influencing business outcomes, strategic direction, and organizational priorities.

• Experience leading complex enterprise products, platforms, or product organizations.

• Deep expertise in Salesforce and CRM capabilities, with a demonstrated ability to translate business strategy into impactful product solutions.

• Proven track record developing and executing product strategies, roadmaps, and investment plans that deliver measurable business outcomes.

• Experience leading strategic, cross-functional initiatives with business, technology, and operational partners.

• Strong product acumen with the ability to balance customer needs, business priorities, technical considerations, and long-term platform strategy.

• Ability to leverage customer feedback, business insights, adoption metrics, and data analysis to inform product decisions and prioritization.

• Experience supporting sales, relationship management, consultant relations, or other client-facing business functions.

• Strong understanding of Agile product management practices, including product discovery, roadmap development, prioritization, and backlog management.

• Demonstrated success influencing senior leaders and driving alignment across diverse stakeholder groups.

• Experience building, mentoring, and developing high-performing teams.

• Ability to define success metrics and use data-driven insights to continuously improve product performance and user experience.

• Salesforce and Jira experience preferred.

• Exceptional communication, collaboration, and executive presentation skills, with a proven ability to build trusted relationships at all levels of the organization.

• Intellectual curiosity, strategic thinking, and a passion for innovation and continuous improvement.

 

 

The Team

 

Fidelity Institutional leverages Salesforce as a strategic Customer Relationship Management (CRM) platform and a critical enabler of the associate experience across client-facing functions. The Institutional Distribution CRM team is responsible for defining and evolving the capabilities that support Institutional Client Group (ICG) Sales and Consultant Relations associates, helping them manage relationships more effectively, uncover growth opportunities, and deliver exceptional client experiences. In partnership with the Institutional Market Enablement team, the organization aligns business strategy, product innovation, and technology delivery to drive meaningful outcomes for associates, clients, and the business while maintaining alignment with broader Salesforce and enterprise objectives.

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.