Director, AI Client Assurance
Fidelity Workplace Investing is seeking an experienced professional with 7 plus years of relevant corporate or consulting experience related to AI model development, engineering, product development, risk management or governance. This is primarily a customer-facing role, responsible for interacting with various stakeholders to provide assurance around our AI program in writing or meetings.
The Role
The key responsibilities of this role include addressing AI related requests or questions from clients and prospects, identifying, analyzing and communicating trends in client AI requests and expectations, discovering improvement opportunities to the current process and contributing to their implementation.
The successful candidate will act as an AI subject matter expert to address inquiries from clients and prospects. The candidate is expected to have significant knowledge of data science, AI engineering, AI governance/risk management, data privacy and security, model lifecycle, AI product development, as well as high proficiency in business writing and verbal communication. This candidate will work collaboratively with experts in domains such as data and AI governance, data science, privacy, legal, contracts, compliance, risk, customer protection, information security, engineering, product owners, sales, and relationship management. In addition, your responsibilities may include:
- Acting as a senior point of contact for sales and relationship management as well as external customers, where applicable, clearly communicating Fidelity’s AI capabilities, governance, and risk management, and responsible AI approaches.
- Overseeing and guiding responses to AI inquiries, translating technical information, governance, and risk management practices into clear, business focused outcomes.
- Leading a process improvement effort using technology and best practices.
- Contributing to AI committees to ensure client concerns and expectations are accounted for in AI model reviews and other AI governance processes.
The Skills and Expertise You Bring
- Bachelor’s / master’s in data science/analytics, engineering, business, project management, other quantitative or technology fields, or equivalent experience in a professional environment
- Knowledge of or hands-on experience in data science, AI engineering, AI governance/risk management including ethics, data privacy and security, and model lifecycle
- Professional business written and verbal communications including technical writing, creative writing, and ability to interact with external and internal stakeholders from different functions
- Experience in using Microsoft copilot or similar LLM tools
- Any prior experience in handling requests for proposal/information is preferred
- Ability to pick up new knowledge fast and enthusiastic about continuous learning and ongoing improvement
- Be proactive and take initiatives; thinks creatively, drives tasks and initiatives to completion and insists on the highest level of quality
The Team
The team partners with data scientists, engineers, legal, risk, compliance, privacy, data governance, customer protection, information security, various governance boards, and business and technology leaders to support AI in Fidelity Workplace Investing (WI). WI helps employers lead a successful employee benefits program and to improve employees’ overall well-being by offering a broad range of integrated financial, health, and benefits solutions.
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.
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.
Skills Required
- 7+ years of relevant corporate or consulting experience related to AI model development, engineering, product development, risk management, or governance
- Bachelor’s or master’s degree in data science, analytics, engineering, business, project management, quantitative or technology fields, or equivalent professional experience
- Knowledge of or hands-on experience in data science, AI engineering, AI governance and risk management, ethics, data privacy and security, and model lifecycle
- Strong professional business writing and verbal communication skills, including technical writing and stakeholder communication
- Experience using Microsoft Copilot or similar LLM tools
- Ability to learn quickly and support continuous learning and improvement
- Proactive approach, initiative, creative thinking, task ownership, and commitment to high quality
- Prior experience handling requests for proposal or requests for information
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
