Director, Platform Product Management

Posted Yesterday
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Smithfield, RI, USA
In-Office
139K-169K Annually
Senior level
Fintech
The Role
Lead platform product initiatives using Agile/Scrum; gather and document business requirements, write stories, model workflows, perform UAT, build business cases and dashboards, and coordinate cross-functional delivery with engineering and stakeholders in a brokerage environment.
Summary Generated by Built In
Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Position Description:

Performs business analysis and manages the product development lifecycle, leveraging DrawIO and Scrum tools including JIRA, Miro, and MS Teams. Works with multiple product stakeholders and end client consumers across business units to determine priority needs and provide the most impactful solutions. Creates and sustains an innovative, agile environment using the Agile framework for fundamental concepts of adaptive planning, value-driven development, team collaboration, and frequent feedback for continuous improvement. Uses scrum framework to allow teams to work on complex projects and delivers high-value products by approaching problems adaptively. 

Primary Responsibilities:

  • Leads initiatives with diverse scope and complex business problems, and acts as the primary interface between end users, product management, and the systems organization.
  • Delivers strategic initiatives that are mission critical to the success of servicing clients in a changing landscape of digital solutions.
  • Gathers business requirements through interviewing and conducting group requirements sessions.
  • Generates detailed business requirements and stories to develop digital solutions.
  • Analyzes and documents current workflows, identifies opportunities to meet project objectives, and makes recommendations for future approaches.
  • Develops user definitions, use cases, and workflow diagrams to illustrate business problems.
  • Formulates and applies mathematical modeling and other optimizing methods to develop and interpret information that assists management with decision making, policy formulation, or other managerial functions.
  • Collaborates with senior managers and decision makers to identify and solve business problems and to clarify management objectives.

Education and Experience:

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, Finance, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Platform Product Management (or closely related occupation)  performing business and systems analysis -- leading business definition, requirements gathering, story writing, and performing User Acceptance testing (UAT) -- within an institutional and retail brokerage environment.

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, Finance, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Platform Product Management (or closely related occupation)  performing business and systems analysis -- leading business definition, requirements gathering, story writing, and performing User Acceptance testing (UAT) -- within an institutional and retail brokerage environment.

Skills and Knowledge:

Candidate must also possess:

  • Demonstrated Expertise (“DE”) developing new products and managing software products, software engineering, Software Development Life Cycle (SDLC), software product design and architecture, and release management; and integrating engineering across multi-platform, multi-vendor environments using open standards (AWS and Jenkins).  
  • DE writing Agile stories using Jira Align, developing journey maps in Miro, performing requirements analysis in Confluence, applying design thinking principles, and facilitating meetings via Zoom; and designing business process and improvement techniques, using Draw IO to deliver customer-centric solutions. 
  • DE performing business case justification and value realization by developing financial models, using  Excel and SQL within enterprise financial systems; building and maintaining dashboards using BI tools (Tableau and Power BI) to measure effectiveness and Key Performance Indicator (KPIs); executing organizational governance and risk management processes through compliance frameworks and workflow automation tools (XTRAC); and implementing Standard Operating Procedures (SOPs) and quality management standards, using quality assurance methodologies. 
  • DE managing knowledge repositories by configuring and maintaining content management systems (Tridion, SharePoint, and Confluence) to ensure accurate and accessible documentation; implementing customer experience workflows to support service delivery, using Customer Relationship Management (CRM) platforms (Salesforce); and executing cross-squad collaboration through Agile project management tools (Jira and Jira Align) within scaled Agile environments to coordinate dependencies and ensure timely delivery of technical solutions.

Salary:  $139,318.00 to $169,000.00/year.

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#LI-DNI

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.

Skills Required

  • Bachelor's degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, Finance, or closely related field (or foreign equivalent)
  • Six years of experience as a Director, Platform Product Management (or closely related) performing business and systems analysis within an institutional and retail brokerage environment (or Master's degree + four years)
  • Experience leading business definition, requirements gathering, story writing, and performing User Acceptance Testing (UAT)
  • Demonstrated expertise developing and managing software products, software engineering, SDLC, product design and architecture, and release management
  • Experience integrating engineering across multi-platform, multi-vendor environments using open standards (AWS, Jenkins)
  • Proven ability to write Agile stories and operate in scaled Agile environments using Jira and Jira Align
  • Experience creating journey maps and facilitating workshops using Miro, DrawIO, Confluence, and Zoom
  • Proficiency with Excel and SQL for financial modeling and analysis
  • Experience building and maintaining dashboards using BI tools (Tableau, Power BI) to measure KPIs
  • Experience with governance, risk management, compliance frameworks, workflow automation tools (XTRAC), SOP implementation, and quality assurance methodologies
  • Experience configuring and maintaining content/knowledge management systems (Tridion, SharePoint, Confluence)
  • Experience implementing customer experience workflows and CRM platforms (Salesforce)
  • Demonstrated ability to perform business analysis, mathematical modeling, and collaborate with senior leaders to solve complex business problems

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

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.

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