Product Lead, FMAX Platform Experience

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

Fidelity Institutional is seeking a results-driven Product Associate to join the Managed Platforms team within Fidelity’s Wealth Advisory Managed Solutions organization. You will help define and deliver scalable managed account solutions and partner with product, distribution, and technology teams, as well as external clients and vendors.

The role emphasizes customer insights, roadmap prioritization, and end-to-end product lifecycle, focusing on delivering intuitive, digital-first experiences in

Qualifications

• Bachelor’s degree required; 3–5+ years of financial services experience.
• Experience in product development, consulting, or similar roles preferred.
• Exposure to managed accounts or advisory platforms is a plus.
• Strong passion for solving customer problems and delivering intuitive, digital-first solutions.
• Demonstrated ability to think critically and translate complex customer needs into actionable solutions.

Responsibilities

• Gather and synthesize customer insights from user research, industry analysis, and engagement with distribution partners to inform product decisions.
• Assess the competitive landscape to identify opportunities for differentiation and innovation.
• Contribute to product roadmap development and prioritization aligned to business and client outcomes.
• Drive key aspects of the product development lifecycle, including requirements definition, UX collaboration, API development, and end-to-end experience validation.
• Conduct business testing across functionality, operational workflows, and user experience to ensure high-quality releases.
• Support and help lead release readiness, rollout planning, and post-launch validation.
• Create and maintain product documentation, training materials, and knowledge-sharing resources.
• Communicate product updates and release information to sales, marketing, and support teams.
• Partner across internal teams and external vendors to streamline processes, enhance client experience, and ensure compliance with regulatory requirements.
• Identify opportunities for continuous improvement and innovation, driving more efficient and effective ways of delivering value.

Skills

User research

Market analysis

Roadmap development

Requirements gathering

UX collaboration

API development

Release readiness

Documentation

Communication

Prioritization

Cross-functional teamwork

Analytical thinking

Ownership

Education

Bachelor’s degree

Job description

Fidelity Institutional is seeking a results-driven Product Associate to join the Managed Platforms team within Fidelity’s Wealth Advisory Managed Solutions organization. You will help define and deliver scalable managed account solutions and partner with product, distribution, and technology teams, as well as external clients and vendors.

The role emphasizes customer insights, roadmap prioritization, and end-to-end product lifecycle, focusing on delivering intuitive, digital-first experiences in