Product Leader – Trade Processing and Settlement

Fidelity • Durham, NC

16h

About The Position

Fidelity Investments is seeking a Product Leader to drive innovation and align product strategy with business and industry needs while modernizing core trade processing and settlement platforms. The role works with engineering, architecture, product leaders, and business stakeholders to define the vision and roadmap for Trade Processing and Settlement applications and transform legacy systems into scalable, resilient, user-centric experiences.

The Product Leader analyzes and improves end-to-end workflows across legacy and modernized environments, translating operational processes and stakeholder needs into product requirements, use cases, process flows, acceptance criteria, and prioritized roadmap milestones. The role also leverages AI-powered tools to support analysis and documentation, facilitates stakeholder alignment and adoption, and monitors performance and modernization outcomes. Fidelity will not provide immigration sponsorship for this position. The role requires Series 99 certification. Fidelity is transitioning toward full-time onsite work through a phased rollout; onsite expectations currently vary by role and location and may evolve. This transition does not apply to fully remote roles.

Requirements

• 3–8 years of product management or related product or project management experience, focused on modernizing or supporting trade processing and settlement platforms.
• Experience with brokerage trade processing and settlement.
• Proficiency with AI-powered analysis and productivity tools, such as GitHub Copilot or similar, to accelerate analysis, workflow, requirements documentation, and data-driven decision-making.
• Data-driven approach to modernization, including understanding business-unit needs and translating them into actionable, incremental roadmap milestones.
• Ability to communicate and tell product stories effectively and create visualizations that align stakeholders and build consensus.
• Customer-centric and operationally savvy, with understanding of how to support Trade Processing and Settlement applications.
• Bachelor’s degree or equivalent experience.
• Series 99 certification.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience modernizing core trade processing and settlement workflows.
• Demonstrated success modernizing legacy systems, such as mainframe-to-cloud migration.
• Understanding of operational workflows in brokerage trade processing and settlement.
• Experience with financial tokenization products and services.
• Experience shaping product strategy and delivery with a modernization mindset and working with engineering teams.
• Experience with agile and cross-functional collaboration involving engineering, business, and architecture partners.
• Experience with modern product-delivery toolsets such as JIRA, JIRA Align, Confluence, Miro, Tableau, Copilot, or similar.
• Skills in COBOL or experience working with COBOL-based systems.

Responsibilities

• Define and drive the roadmap for innovation and modernization of trade processing and settlement systems, aligning with business objectives and industry advancements.
• Collaborate with product leaders, engineering teams, architecture, and business units to capture requirements, set objectives, and prioritize the backlog.
• Analyze and improve end-to-end workflows, including pain points, data dependencies, and user experiences, across legacy and modernized environments.
• 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 supporting essential legacy operations.
• Monitor and report metrics related to 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