Fidelity will not provide immigration sponsorship for this position.
Job Description:Product Leader – Trade Processing and Settlement
Join Fidelity Investments as a Product Leader and play an essential role in driving innovation and alignment with business and industry needs, while leading the modernization of our core trade processing and settlement platforms. You will collaborate with engineering, architecture, and business stakeholders to define the vision and roadmap for Trade Processing and Settlement applications. We are seeking a strategic, execution-oriented leader eager to transform legacy systems into scalable, resilient, and user-centric experiences.
Key Responsibilities
- Define and drive the roadmap to enable innovation and modernization of trade processing and settlement systems, ensuring strong alignment with both business objectives and industry advancements.
- Collaborate cross-functionally with product leaders, engineering teams, architecture, and business units to capture requirements, set modernization and innovation objectives, and prioritize backlog in alignment with the strategic vision.
- Analyze, reimagine, and continuously improve end-to-end workflows - including pain points, data dependencies, and user experiences - for both legacy and modernized environments by introducing thought leadership, automation, and innovative solutions.
- Author and validate use cases, process flows, and acceptance criteria that guide both modernization Prioritize features and innovation or modernization milestones based on business needs, customer feedback, regulatory demands, and measurable data.
- Leverage AI analysis tools (such as Copilot and others) to accelerate analysis, workflow, and requirements documentation.
- Facilitate collaborative sessions to drive alignment, stakeholder engagement, and successful adoption of new solutions while supporting essential legacy operations.
- Monitor and report on metrics of innovation impact, modernization success, user adoption, and continuous performance improvements.
- Stay current with business trends, industry best practices, and regulatory changes; proactively foster a culture of innovation, continuous improvement, and modernization.
Required Skills and Experience
- 3-8 years of product management or related experience covering product development, or project/product management, with a focus on modernizing or supporting trade processing and settlement platforms.
- Experience with brokerage trade processing and settlement; experience in modernization of core trade processing and settlement workflows is preferred.
- Demonstrated success in modernizing legacy systems (e.g., mainframe-to-cloud migration) is preferred.
- Ability to translate operational processes into intuitive product requirements for engineering; proven understanding of operational workflows in brokerage trade processing and settlement is preferred.
- Proficient in the use of AI-powered analysis and productivity tools (such as GitHub Copilot or similar) to accelerate analysis, workflow, requirement documentation, and data-driven decision making.
- Experience of financial tokenization products and services if preferred.
- Data-driven approach to modernization - understanding business unit needs and translating those into actionable, incremental roadmap milestones.
- Experience shaping product strategy and delivery with a modernization mindset and working with engineering teams for successful delivery is preferred.
- Highly effective communicator and storyteller, able create visualizations to align stakeholders and build consensus.
- Customer-centric and operationally savvy, with a proven understanding of how to support Trade Processing and Settlement applications.
- Bachelor’s degree or equivalent experience.
- Experience with agile is preferred and collaborating with cross-functional teams (including engineering, business, and architecture partners); experience with toolsets for modern product delivery (JIRA, JIRA Align, Confluence, Miro, Tableau, Copilot, or similar).
- Skills in COBOL or experience working with COBOL-based systems preferred.
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
- 3-8 years of product management or related experience in product development or project/product management
- Experience with brokerage trade processing and settlement
- Experience modernizing core trade processing and settlement workflows
- Successful legacy-system modernization experience, such as mainframe-to-cloud migration
- Ability to translate operational processes into product requirements for engineering
- Understanding of operational workflows in brokerage trade processing and settlement
- Proficiency with AI-powered analysis and productivity tools such as GitHub Copilot
- Experience with financial tokenization products and services
- Data-driven approach to modernization and roadmap planning
- Experience shaping product strategy and delivery with engineering teams
- Strong communication, storytelling, visualization, and stakeholder alignment skills
- Customer-centric and operationally savvy approach
- Bachelor's degree or equivalent experience
- Agile experience and cross-functional collaboration with engineering, business, and architecture teams
- Experience with JIRA, JIRA Align, Confluence, Miro, Tableau, Copilot, or similar tools
- COBOL skills or experience with COBOL-based systems
- Series 99 FINRA certification
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.
