Director, Product Manager - Account Experience

Posted 2 Days Ago
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Durham, NC, USA
In-Office
Senior level
Fintech
The Role
Leads product discovery, opportunity assessment, strategy, and roadmap execution for account experiences across web and native mobile platforms. Uses customer research, quantitative and qualitative data, competitive intelligence, and business cases to prioritize investments. Coordinates Product, Engineering, Design, Marketing, Operations, and Customer Experience teams while influencing senior leaders and balancing customer value, business impact, risk, and technical feasibility.
Summary Generated by Built In
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.

Skills Required

  • 8+ years of Product Management experience
  • Significant experience leading product discovery, strategic planning, or innovation initiatives
  • Demonstrated success shaping digital products across 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

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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