Director, Digital Transformation - Wealth Client Experience

Fidelity • Boston, MA

4d

About The Position

The Director, Digital Transformation will lead a strategic initiative 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 spans strategy and planning, solution design and execution, organizational readiness, and go-to-market activities. The director will use data to inform decisions, develop customer-first solutions, and influence internal stakeholders and clients through clear storytelling and communication.

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 works across a portfolio of initiatives intended to reduce customers’ and Fidelity’s dependence on paper, interacting across the enterprise and with senior executives. The role requires creativity, accountability, and expertise in delivering business results.

Requirements

• Bachelor’s degree required.
• 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, 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.
• 7–10 years of financial services experience in product or platform management, consulting, or project or program management.
• Knowledge of the intermediary marketplace, such as clearing, custody, and family office.

Responsibilities

• Own initiatives from ideation through implementation.
• Define the what, why, and how for newly identified opportunities.
• Identify problems and complexity, and develop creative solutions.
• Seek customer feedback and anticipate client and stakeholder needs.
• Support decisions and ideas with data-driven, client-informed business cases.
• Collaborate with partners across technology, risk, compliance, legal, operations, and service teams.
• Work with technology delivery teams and center-of-excellence leaders to influence prioritization and align initiatives with established roadmaps.
• Measure performance and results using established metrics and Key Performance Indicators (KPIs).
• Maintain expertise and knowledge relevant to the role.

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 and tuition reimbursement
• Learning resources for career development
• Bonus or other variable compensation may be included depending on the position and eligibility requirements.

What This Job Offers

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