Director, Product Management, Wealth AI

Fidelity Investments•Covington, KY

About The Position

Fidelity is seeking a highly motivated Director of Product Management to join Wealth AI Product Management at Fidelity Wealth. The role owns one or two key AI initiatives end to end, from problem definition and requirements through pilot, hardening, and scaled release. Initial focus areas include AI estate planning, client interaction summarization, and historical notes AI summary. As the primary product owner for assigned initiatives, the Director guides the roadmap, defines requirements, aligns collaborators, and oversees delivery results. The role works closely with Engineering, Data Science, UXD, Legal and Compliance, Risk, and AI Governance to advance safe, high-quality production releases for the Wealth business. The Director contributes to developing and maintaining innovative, safety-conscious AI products that deliver value to advisors and clients. Wealth AI Product Management is a newly formed team building an AI product portfolio within Fidelity Wealth. The role is aligned with an AI initiative pod and partners across functions to move major builds from pilot to production, exploring generative AI and other emerging capabilities to address advisor and client needs. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

Bachelor’s degree.
12+ years of proven experience in Product Management, Data Science, or Engineering.
Ability to partner with and influence people at all organizational levels.
Strong written and verbal communication and interpersonal skills.
Ability to multitask, prioritize, and work independently as well as collaboratively.
Demonstrated technical, analytical, and problem-solving skills.
Dedication to customer satisfaction.
Ability to break complex problems into manageable components and synthesize data-driven insights into clear takeaways for decision-making.
Comfort with ambiguity and change, and ability to adapt quickly to shifting priorities or new information.

Nice To Haves

Affinity for technology and staying current with industry innovations, including generative AI, agentic systems, and responsible AI.

Responsibilities

Own one or two AI initiatives through the product lifecycle, from strategic framing and problem definition through pilot, hardening, and scaled release.
Define product requirements and guide roadmaps, aligning collaborators and overseeing delivery results.
Conduct advisor and client research, competitive scans, and internal discovery to specify market and user requirements.
Build intake, prioritization, and requirements practices to support AI-enabled digital delivery.
Develop product proposals that clarify functionality, customer value, time to market, risk profile, and development requirements.
Build product roadmaps with milestones and prioritize and sequence features to maximize advisor and client value while supporting business metrics.
Develop and implement go-to-market and rollout plans for AI-enabled features in collaboration with Advisor Enablement, Marketing, Legal, and Compliance.
Analyze advisor and client feedback, usage data, and industry trends to identify product ideas and themes for the pipeline.
Lead resources through planning, design, development, testing, deployment, and support of product releases and related programs or projects.
Partner with functional areas across the organization to advance product strategy.
Develop and report product measurements and metrics, including AI-specific quality measures such as accuracy, groundedness, safety, and adoption.