Director, FI Product & Distribution Enablement

Fidelity Investments • Smithfield, RI

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About The Position

Fidelity Institutional is seeking a Director, FI Product and Distribution Enablement to play a critical role in shaping how we enable and support financial advisors through our Investment Specialists organization. This role sits at the intersection of strategy, insights, and execution—serving as a central authority on advisor needs and translating those needs into scalable solutions that drive measurable business impact. As Director, FI Product and Distribution Enablement, you will be responsible for influencing and operationalizing advisor‑centric enablement across the Investment Specialists organization. You’ll work horizontally across cross‑functional teams, providing clear ownership for operational enablement initiatives and ensuring that insights from the field are transformed into actionable priorities, execution roadmaps, and enterprise‑ready processes. This is a highly collaborative role, partnering closely with Investment Specialists, Practice Management Consultants (PM and C), Marketing, Thought Leadership, Distribution, and Sales teams. You will be expected to influence without authority, align diverse stakeholders, and bring clarity to complex, cross‑team initiatives.

Requirements

• Proven ability to influence outcomes without direct authority in a complex, matrixed organization.
• Strong experience synthesizing data, insights, and stakeholder input into clear recommendations and execution plans.
• Deep familiarity with data, reporting, and analytics platforms (such as FactSet, Tableau, or similar tools).
• A strategic mindset with the ability to balance near‑term execution with long‑term vision.
• 5–8 years of experience in wealth management, management consulting, corporate strategy, planning, or a related field.
• Strong academic credentials; an MBA, CFA, or other relevant advanced degree is preferred.
• Fidelity will not provide immigration sponsorship for this position.

Responsibilities

• Serve as the voice of the advisor within the organization, synthesizing qualitative and quantitative inputs—such as field feedback, PM and C insights, usage data, and reporting—into cohesive, actionable insights.
• Translate advisor needs into strategic priorities, execution roadmaps, and measurable outcomes across the Investment Specialists organization.
• Lead and support cross‑team initiatives that require dedicated ownership, including: Automation of reporting and analytics, Dashboard design and implementation, Development and operationalization of Thought Leadership insight processes and operating models.
• Apply strong strategic judgment to make decisions informed by long‑term trends, business implications, and evolving advisor needs.
• Create leverage for asset‑class‑focused analysts by ensuring their work is strategically aligned, actionable, and effectively deployed across distribution channels.
• Establish scalable processes that improve execution consistency, visibility, and impact across the organization.

What This Job Offers

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