Director, Digital Transformation - Wealth Client Experience

Fidelity Investments • Boston, MA

6d • $110,000 - $222,000

About The Position

The Director, Digital Transformation will lead a strategic priority for Fidelity focused on capturing, maintaining, and using digital credentials to eliminate paper, mitigate risk, and advance Fidelity’s goal of being a digital leader. The role leads initiatives from strategy and planning through solution design and execution, organizational readiness, and go-to-market activities. It uses data to inform decisions, applies a customer-first mindset to solution development, and influences internal stakeholders and clients through clear storytelling and communications.

The position is part of a small, dynamic team within Fidelity’s Wealth organization focused on Institutional Wealth Management Solutions (IWMS), including Custody & Clearing. The team manages a critical portfolio of initiatives and workstreams aimed at eliminating customer and Fidelity dependency on paper. The work spans varying levels of complexity and involves consistent interaction across the enterprise and with senior executives.

Requirements

• Bachelor’s degree required.
• Seven to ten years of financial services experience in product or platform management, consulting, or project or program management is preferred.
• Analytical problem-solving ability, including asking questions and using data to frame opportunities.
• Track record of leading complex cross-functional initiatives with measurable business outcomes.
• Ability to navigate an organization, collaborate effectively, find common ground, and gain alignment among senior management, business partners, and peers.
• Strong communication, presentation, and influencing skills.

Nice To Haves

• MBA or another advanced degree.
• Knowledge of the intermediary marketplace, such as clearing, custody, and family office.

Responsibilities

• Identify problems and opportunities, and develop creative solutions.
• Develop and maintain expertise and knowledge relevant to the role.
• Own initiatives from ideation through implementation, defining their what, why, and how.
• Seek out the voice of the customer and anticipate client and stakeholder needs.
• Use data-driven, client-informed business cases to support decisions and ideas.
• Collaborate with business partners across technology, risk, compliance, legal, operations, and service teams to advance initiatives.
• Work with technology delivery teams and other center-of-excellence leaders to influence prioritization and align with established roadmaps.
• Measure performance and results using established metrics and key performance indicators.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources

What This Job Offers

• Job Type: Full-time
• Career Level: Director