Director, Product Analyst Estate Planning, Financial Planning & Advice

Fidelity • Boston, MA

10d • Onsite

About The Position

Join our dynamic Fintech team as a Director, Product Analyst, where you’ll help shape innovative financial planning tools. Within the Financial Planning and Advice Product Area, you’ll collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions. This role blends strategy with hands on execution and is ideal for someone passionate about estate planning, sophisticated financial planning, product management, and building impactful solutions.

Requirements

• Bachelor’s Degree
• 10 -12 years overall work experience
• 2 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
• Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge
• Communicates complex subjects clearly and effectively
• Possess analysis skills with the ability to understand how data and experiences work within a complex ecosystem
• Experience using AI to increase efficiency and enhance the customer experience
• Thinks strategically about end-to-end experiences, implementation, and measurement
• Strong interpersonal skills, including the ability to work across the enterprise and interact/influence/negotiate effectively at all levels of management and peers

Nice To Haves

• Certified Public Accountant, Certified Trust and Fiduciary Advisor, Juris Doctor, Master of Taxation, or Master of Laws in Taxation
• FINRA Series 7 and 66 preferred
• Retirement, financial, investment, and insurance planning preferred
• Experience or exposure to vendor management is preferred
• Exposure and/or experience with family wealth balance sheets preferred

Responsibilities

• Collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions.
• Blend strategy with hands-on execution.
• Communicate complex subjects clearly and effectively.
• Understand how data and experiences work within a complex ecosystem.
• Think strategically about end-to-end experiences, implementation, and measurement.
• Work across the enterprise and interact/influence/negotiate effectively at all levels of management and peers.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

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