Director, Product Management, Wealth AI

Fidelity; United States; On-site; USD 180,000 - 260,000; Full time

Job summary

Fidelity seeks a highly motivated Director of Product Management to lead AI initiatives in Wealth AI Product Management. You will own one to two major AI builds, guiding roadmap, requirements, and rollout while coordinating with Engineering, Data Science, UXD, Legal, Compliance, Risk and AI Governance.

You will drive strategy, measure impact with AI-specific metrics, and influence stakeholders across the organization to deliver safe, high-quality AI products.

Qualifications

• Bachelor's Degree with 12+ proven experience in Product Management, Data Science, or Engineering.
• Experience managing AI initiatives from strategy through pilot, hardening, and scaled release.
• Ability to define market and user requirements via advisor/client research and competitive scans.
• Build intake, prioritization and requirements practices to support AI delivery.
• Develop product proposals with clear functionality, customer value, time-to-market, risk, and requirements.
• Lead roadmap development with prioritized features to maximize advisor/client value and business metrics.
• Go-to-market and rollout planning for AI-enabled features with cross-functional teams.
• Analyze feedback, usage data and trends to feed the product pipeline.
• Lead planning, design, development, test, deployment and support of releases and programs.
• Partner with other functions to drive strategy forward and report on AI-specific metrics.

Responsibilities

• Own the roadmap and requirements for one to two AI initiatives from inception to pilot.
• Collaborate with Engineering, Data Science, UXD, Legal, Compliance, Risk and AI Governance.
• Oversee delivery results and ensure safe, high-quality production releases.
• Develop and report on AI quality metrics including accuracy and adoption.

Skills

Product leadership

Cross-functional collaboration

Strategic planning

AI/product lifecycle

Communication skills

Analytical & problem solving

Stakeholder management

Adaptability

Education

Bachelor's degree

Job description

Fidelity will not provide immigration sponsorship for this position.

The Role

We are looking for a highly motivated Director of Product Management to join Wealth AI Product Management at Fidelity Wealth! This position is responsible for one to two of our key AI initiatives from start to finish - covering problem definition and requirements through to pilot. Initial focus areas include AI Estate Planning, Client Interactions Summarization, and Historical Notes AI Summary. As the main product owner for the initiatives you lead, you will guide the roadmap, define requirements, align collaborators, and oversee delivery results. Working closely with a cross-functional team including Engineering, Data Science, UXD, Legal and Compliance, Risk, and AI Governance is essential to advancing safe, high-quality production releases in the Wealth space. We continuously explore new technologies and approaches to consistently deliver value to advisors and clients. The Director will positively influence Fidelity's customers and contribute to developing and maintaining innovative, safety-conscious AI products.

The Expertise and Skills You Bring

• Bachelor's Degree with 12 + proven experience in Product Management, Data Science, or Engineering
• Handling the entire product lifecycle for one or more AI initiatives - from strategic framing through pilot, hardening, and scaled release
• Specifying market and user requirements by conducting advisor and client research, competitive scans, and internal discovery
• Building the intake, prioritization, and requirements practices needed to support the accelerating pace of AI-enabled digital delivery
• Developing product proposals with clear functionality, customer value, time to market, risk profile, and development requirements
• Leading the build out of product roadmaps with distinct achievements and defining prioritization and sequencing of features to deliver maximum advisor and client value while supporting key business metrics.
• Developing and implementing a go-to-market and rollout plan for AI-enabled features, working with Advisor Enablement, Marketing, Legal, and Compliance to implement.
• Analyzing advisor and client feedback, usage data, and industry trends to add new product ideas and themes into the pipeline
• Leading resources in the planning, design, development, test, deployment, and support of releases and programs/projects associated with the product
• Partnering with other functional areas of the organization to drive the strategy forward
• Developing and reporting on product measurement and metrics, including AI-specific quality metrics (accuracy, groundedness, safety, adoption)
• Capable of partnering with and influencing individuals at all organizational levels
• Strong communication (written and verbal) and interpersonal skills
• Ability to effectively multi-task, prioritize and work independently as well as part of the team.
• Demonstrated technical, analytical, and problem-solving skill
• Dedication to customer satisfaction
• An affinity for technology and staying up to date on industry innovations, including generative AI, agentic systems, and responsible AI
• Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making
• Works well with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information

The Team

Wealth AI Product Management is a newly formed team standing up an AI product portfolio inside Fidelity Wealth. Our mission is to put safe, useful AI in the hands of Wealth advisors and clients - starting with high-leverage use cases like estate planning support, client interactions summarization, and historical notes summarization. You will be aligned with our AI initiative pod, owning one to two major builds end-to-end and partnering with Engineering, Data Science, UXD, Risk, and AI Governance to move from pilot to production. We are looking for forward thinkers willing to explore GenAI and other emerging AI capabilities to solve real advisor and client problems.

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 as