VP, Self Directed Product Strategy

Job Description:

VP, Brokerage Customer and Offering Strategy

The VP, Self-Directed Investing Offering Strategy, will play a pivotal role in shaping the future of our brokerage business. This individual will lead the development and execution of customer-centric strategies, drive innovation in our product and service offerings, and ensure we deliver exceptional value to our self-directed brokerage customers. The ideal candidate is a visionary leader with deep brokerage industry experience, and a proven track record of strategic execution.

Key Responsibilities

• Develop and implement a comprehensive brokerage customer strategy to drive acquisition, engagement, retention, and satisfaction

• Lead the design and evolution of new self-directed brokerage and investment solutions, ensuring alignment with market trends, customer needs, and regulatory requirements.

• Lead our Family Engagement and Generational Wealth Transitioning strategy. Analyze customer data, market research, and competitive intelligence to identify opportunities for growth and differentiation

• Collaborate with product, marketing, technology, compliance, and operations teams to deliver seamless and innovative customer experiences, including go-to-market, value proposition, and fulfillment plans

• Champion a culture of experimentation and speed to market

• Monitor and report on key performance indicators, provides insights and actionable recommendations and business cases to senior leadership

The Skills and Expertise You Bring

• Bachelor’s degree required; MBA or equivalent is preferred.

• Series 7 or 24 preferred

• Product and offering concept development, experimentation, and road map planning

• 10+ years of experience in brokerage, wealth management, or financial services, with a focus on customer strategy, product management, or offering development

• Demonstrated success in leading cross-functional teams and driving strategic initiatives

• Deep understanding of brokerage products, customer segments, and regulatory landscape

• Strong analytical, problem-solving, and communication skills

• Proven ability to influence at all levels of the organization and build strong business partner relationships

• Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.

• Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Our primary purpose is to help millions of customers become better, more confident investors so they can achieve their financial goals. The Self-Directed Investing Team is accountable for understanding the needs of a broad spectrum of investors and developing new offerings that will create differentiated value. We are responsible for driving top-line growth of the brokerage business, as well as partnering across Fidelity to ensure each individual customer and their families are aware of the full brokerage value proposition.

Certifications:

Category:

Product Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.