Director, Digital Transformation - Wealth Client Experience

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

As Director, Digital Transformation, you will be driving a long-standing, key strategic priority for Fidelity. Your focus will be on the capture, maintenance, and usage of digital credentials to eliminate paper, mitigate risk and forward Fidelity’s goal of being a digital leader. As part of this influential and dynamic team, you will have the opportunity to define and lead initiatives with significant business outcomes – from the strategy and planning phase to solution design & execution and ultimately through to organizational readiness and 'go to market' activities. In this high-visibility role, you will leverage data to inform decisions, develop solutions with customer-first mindset, and influence internal stakeholders and clients with clear storytelling and communications.

Key Responsibilities

• Be curious about problems and complexity. Seek to identify and develop creative solutions to opportunities.
• Be committed to develop and maintain your own expertise and knowledge to bring the best thinking to your role.
• Own the initiatives from start to finish – from ideation to implementation. Define the ‘what’, ‘why’ and ‘how” for newly identified opportunities.
• Seek out the voice of the customer and anticipate client and stakeholder needs.
• Support your decisions and ideas with data-driven, client-informed business cases.
• Collaborate with internal business partners across technology, risk, compliance, legal, operations and service teams to drive pivotal initiatives.
• Proactively work with technology delivery teams and other center of excellence leaders to understand and influence prioritization and ensure alignment with established roadmaps.
• Measure performance & results through established metrics and Key Performance Indicators (KPI).

The Expertise and Skills You Bring

• Bachelor’s degree required, MBA or other advanced degree preferred.
• 7-10 years of financial services experience in product / platform management, consulting, or project / program management preferred.
• Knowledge of the intermediary marketplace (e.g., clearing, custody & family office) a plus.
• Proven success applying a learning mindset to solve problems – an analytical thinker who asks questions and leverages data to frame opportunities.
• Established track record of leading complex initiatives across functional lines with measurable business outcomes.
• Proven organizational navigator and teammate who finds common ground and can gain alignment among senior management, business partners and peers.
• Strong communication, presentation and influencing skills

The Team

Digital Transformation is a small, dynamic team within Fidelity’s Wealth organization focused on the Institutional Wealth Management Solutions (IWMS) segments (e.g., Custody & Clearing). We have a critical portfolio of initiatives and workstreams that align to one of the firm’s highest priorities - being a digital leader and eliminating our customer’s and Fidelity’s dependency on paper. Our work spans all levels of complexity and requires consistent interaction across the enterprise and Fidelity senior executives. With well-defined objectives, our team will value your creativity, accountability and expertise in helping us to achieve greater and accelerated results.

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.

The base salary range for this position is $110,000-$222,000 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.

Certifications:

Category:

Product Management