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Director, Product Manager - Account Experience

Role overview

Qualifications

  • 8+ years of Product Management experience
  • Significant experience leading product discovery, strategic planning, or innovation initiatives
  • Strong knowledge of product discovery methodologies, customer research techniques, and opportunity assessment frameworks
  • Proven ability to develop product strategies and influence executive-level decisions

Responsibilities

  • Lead discovery efforts across web and native digital experiences to identify customer needs and business opportunities
  • Own the strategic product roadmap, aligning customer needs, business priorities, and technology investments
  • Leverage quantitative and qualitative data to uncover trends and build compelling business cases
  • Act as a connector across the organization, synthesizing insights from various teams

Key facts

Hard skills

Other skills

  • Strategic Planning
  • Governance
  • Negotiation
  • Communication
  • Collaboration
  • Curiosity

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The role 

As a Product Manager within Core Experiences, you will help define and deliver experiences that serve millions of customers and facilitate the secure movement of billions of dollars each year, directly influencing how customers start, fund, and grow their relationship with Fidelity. You will join a highly collaborative product organization responsible for solving complex customer problems while balancing business objectives, operational excellence, risk management, and platform modernization. Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results. 

Product Discovery, Research & Opportunity Assessment 

  • Lead discovery efforts across web and native digital experiences to identify customer needs, business opportunities, and emerging market trends. 
  • Establish repeatable frameworks for idea evaluation, opportunity sizing, hypothesis validation, and investment recommendations. 
  • Maintain a strategic backlog of product opportunities informed by customer insights, data analysis, and competitive intelligence. 
  • Develop approved ideas into briefs with key problem statements backed by learning agenda and customer use cases. 

Product Strategy & Roadmap Leadership 

  • Own the strategic product roadmap, aligning customer needs, business priorities, and technology investments.
  • Evaluate alternative solutions and facilitate prioritization decisions, balancing customer value, business impact, and feasibility.
  • Develop the processes, governance, and artifacts that enable effective roadmap planning and portfolio management.

Cross-Functional Influence & Data-Driven Decision Making

  • Leverage quantitative and qualitative data to uncover trends, validate opportunities, and build compelling business cases.
  • Act as a connector across the organization, synthesizing insights from Product, Engineering, Design, Customer Experience, Marketing, and Operations teams.
  • Influence stakeholders and senior leaders through strong communication, negotiation, and evidence-based recommendations.

The Expertise and Skills You Bring

  • 8+ years of Product Management experience.
  • Significant experience leading product discovery, strategic planning, or innovation initiatives.
  • Demonstrated success shaping digital products across both web and native mobile experiences
  • Strong knowledge of product discovery methodologies, customer research techniques (journey mapping), and opportunity assessment frameworks.
  • Proven ability to develop product strategies and influence executive-level decisions.
  • Experience operating in complex, matrixed organizations.

The Team 

Core Experiences (Core-X) sits at the heart of Fidelity's digital customer growth strategy, creating the foundational experiences that help customers start, fund, and grow their relationship with Fidelity. From opening accounts and linking banks to moving money, transferring assets, and maintaining account information, our products power some of the most important moments in a customer's financial journey. 

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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