Director, Product Analyst Estate Planning, Financial Planning & Advice

Fidelity; Merrimack (NH); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Onsite working model

Job summary

Fidelity is seeking a Director, Product Analyst to shape advanced financial planning tools within its Financial Planning and Advice Product Area. You will partner with product managers, designers, and business teams to transform user insights into practical, well‑designed solutions.

The role blends strategic thinking with hands‑on execution and targets comprehensive estate planning, wealth transfer, and tax planning initiatives.

Qualifications

• Bachelor’s degree required; designation preferred (CPA/Tax/JD).
• 10–12 years total experience with 2 years in trusts/estate or tax planning in public accounting, law, or wealth management.
• FINRA Series 7 and 66 preferred.
• Estate planning, family wealth transfer, wills/trusts, income tax and estate tax knowledge required.
• Strong communication and data analysis skills; ability to explain complex topics clearly.

Responsibilities

• Collaborate with product managers, designers, and business partners to translate user needs into effective, well‑designed solutions.
• Shape innovative financial planning tools within the Financial Planning and Advice product area.
• Blend strategy with hands‑on execution and drive end‑to‑end customer experiences.
• Communicate complex topics clearly and influence across management levels.

Skills

Estate planning

Wealth transfer planning

Financial planning

Data analysis

Communication

Strategic thinking

Vendor management

AI in customer experience

Cross-functional collaboration

FINRA Series 7

FINRA Series 66

Taxation knowledge

Interpersonal skills

Education

Bachelor’s Degree

CPA or equivalent designation

Juris Doctor

Master of Taxation

LL.M. in Taxation

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Join our dynamic Fintech team as a Director, Product Analyst, where you’ll help shape innovative financial planning tools. Within the Financial Planning and Advice Product Area, you’ll collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions. This role blends strategy with hands on execution and is ideal for someone passionate about estate planning, sophisticated financial planning, product management, and building impactful solutions.

The Expertise and Skills You Bring

• Bachelor’s Degree
• Any of the following designations preferred: Certified Public Accountant, Certified Trust and Fiduciary Advisor, Juris Doctor, Master of Taxation, or Master of Laws in Taxation
• 10 -12 years overall work experience with 2 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
• FINRA Series 7 and 66 preferred
• Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
• Retirement, financial, investment, and insurance planning preferred
• Experience or exposure to vendor management is preferred
• Communicates complex subjects clearly and effectively
• Possess analysis skills with the ability to understand how data and experiences work within a complex ecosystem
• Experience using AI to increase efficiency and enhance the customer experience
• Exposure and/or experience with family wealth balance sheets preferred
• Thinks strategically about end-to-end experiences, implementation, and measurement
• Strong interpersonal skills, including the ability to work across the enterprise and interact/influence/negotiate effectively at all levels of management and peers

The Team

As a Product Analyst, you will be part of a dynamic Product Development team dedicated to your growth, skill development, and long-term success. At the same time, you will collaborate with a Product Management team focused on building innovative tools that enable customers to confidently plan for their financial future.

We design intuitive, groundbreaking digital experiences that leverage industry-leading strategies to deliver planning that helps with areas such as estate and tax planning, complex financial planning, and advanced investment planning. Our work sits at the intersection of technology, design, and financial insight—creating real impact for the people who use it.

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.