Product Leader – Trade Processing and Settlement

Fidelity Investments • Durham, NC

2d

About The Position

Fidelity Investments is seeking a strategic, execution-oriented Product Leader to drive innovation and alignment with business and industry needs while modernizing core trade processing and settlement platforms. The role collaborates with engineering, architecture, and business stakeholders to define the vision and roadmap for Trade Processing and Settlement applications, transforming legacy systems into scalable, resilient, and user-centric experiences.

The Product Leader analyzes and improves end-to-end workflows across legacy and modernized environments, translating operational needs into product requirements and guiding delivery through use cases, process flows, acceptance criteria, and prioritized milestones. The role also supports essential legacy operations, monitors modernization and adoption outcomes, and promotes continuous improvement. Fidelity will not provide immigration sponsorship for this position. The listed certification is Series 99 – FINRA. Fidelity’s onsite working model is transitioning through a phased rollout, and expectations vary by region and role and may evolve; the posting does not specify the onsite requirement for this position.

Requirements

• 3–8 years of product management or related experience in product development or project/product management, focused on modernizing or supporting trade processing and settlement platforms.
• Experience with brokerage trade processing and settlement.
• Ability to translate operational processes into intuitive product requirements for engineering.
• Proficiency with AI-powered analysis and productivity tools, such as GitHub Copilot or similar, to accelerate analysis, workflows, requirements documentation, and data-driven decision-making.
• A data-driven approach to modernization, including understanding business-unit needs and translating them into actionable, incremental roadmap milestones.
• Strong communication and storytelling skills, including the ability to create visualizations that align stakeholders and build consensus.
• Customer-centric and operationally savvy, with an understanding of how to support Trade Processing and Settlement applications.
• Bachelor’s degree or equivalent experience.
• FINRA Series 99 certification.

Nice To Haves

• Experience modernizing core trade processing and settlement workflows.
• Demonstrated success modernizing legacy systems, such as through mainframe-to-cloud migration.
• Experience with financial tokenization products and services.
• Experience shaping product strategy and delivery with a modernization mindset and partnering with engineering teams for successful delivery.
• Agile experience and experience collaborating with cross-functional engineering, business, and architecture teams.
• Experience with modern product-delivery toolsets such as JIRA, JIRA Align, Confluence, Miro, Tableau, and Copilot, or similar tools.
• COBOL skills or experience working with COBOL-based systems.

Responsibilities

• Define and drive the roadmap for innovation and modernization of trade processing and settlement systems, aligning it with business objectives and industry developments.
• Collaborate with product leaders, engineering teams, architecture, and business units to capture requirements, set objectives, and prioritize the backlog against the strategic vision.
• Analyze, reimagine, and continuously improve end-to-end workflows, including pain points, data dependencies, and user experiences, through thought leadership, automation, and innovative solutions.
• Author and validate use cases, process flows, and acceptance criteria to guide modernization.
• Prioritize features and innovation or modernization milestones based on business needs, customer feedback, regulatory demands, and measurable data.
• Use AI analysis tools, such as Copilot, to accelerate analysis, workflows, and requirements documentation.
• Facilitate collaborative sessions to align stakeholders, encourage engagement, and support adoption of new solutions while maintaining essential legacy operations.
• Monitor and report metrics for innovation impact, modernization success, user adoption, and continuous performance improvement.
• Stay current with business trends, industry best practices, and regulatory changes, and foster innovation, continuous improvement, and modernization.

What This Job Offers

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