VP, Advanced Trading Customer Strategy

Fidelity Investments • Jersey City, NJ

1d • $130,000 - $285,000 • Hybrid

About The Position

The Role Help lead the strategy to grow Fidelity’s share of the self‑directed advanced trading market. You will drive the end‑to‑end strategic direction for advanced trading experiences—synthesizing customer insights, research, behavioral data, and competitive intelligence to define a clear vision that meets today’s needs and anticipates tomorrow’s. You’ll partner across design, product, marketing, distribution, compliance, and technology to drive measurable business outcomes, balancing quick wins with long‑term strategic investments while championing a culture of “progress over perfection.” Help craft and communicate the advanced trading strategy rooted in customer needs, competitive landscape, and Fidelity’s value propositions Partner with marketing to develop go‑to‑market plans that drive customer growth and market share Identify new opportunities and customer‑centric solutions using data, insight, and experimentation Lead with strategic thinking, creativity, and execution excellence The Expertise and Skills You Bring Proven ability to analyze customer behavior and research using critical thinking Experience running end‑to‑end experiments, from concept to measurement Strong communication skills that align partners and build confidence Investment strategy knowledge or relevant certifications is a plus 10+ years in financial services with a strong track record of using data to shape go‑to‑market strategies and guide decision‑making Background in advanced trading or brokerage products preferred Passion for product innovation, customer‑centric strategy, and clear storytelling Comfort operating in ambiguity, navigating a large organization, and leading cross‑functional teams toward shared goals Experience crafting strategy through iterative thinking, facilitative leadership, and teamwork Broad understanding of Fidelity’s retail offerings and the evolving needs of active traders Willingness to learn the nuances of the advanced trading ecosystem (equities, options, margin, securities lending) to guide platform and experience direction The Team The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a steadfast dedication to helping our customers build confidence in investing. The base salary range for this position is $130,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Certifications: Category: Business Strategy At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

• Proven ability to analyze customer behavior and research using critical thinking
• Experience running end‑to‑end experiments, from concept to measurement
• Strong communication skills that align partners and build confidence
• 10+ years in financial services with a strong track record of using data to shape go‑to‑market strategies and guide decision‑making
• Comfort operating in ambiguity, navigating a large organization, and leading cross‑functional teams toward shared goals
• Experience crafting strategy through iterative thinking, facilitative leadership, and teamwork
• Broad understanding of Fidelity’s retail offerings and the evolving needs of active traders
• Willingness to learn the nuances of the advanced trading ecosystem (equities, options, margin, securities lending) to guide platform and experience direction

Nice To Haves

• Investment strategy knowledge or relevant certifications is a plus
• Background in advanced trading or brokerage products preferred
• Passion for product innovation, customer‑centric strategy, and clear storytelling

Responsibilities

• Help lead the strategy to grow Fidelity’s share of the self‑directed advanced trading market.
• Drive the end‑to‑end strategic direction for advanced trading experiences—synthesizing customer insights, research, behavioral data, and competitive intelligence to define a clear vision that meets today’s needs and anticipates tomorrow’s.
• Partner across design, product, marketing, distribution, compliance, and technology to drive measurable business outcomes, balancing quick wins with long‑term strategic investments while championing a culture of “progress over perfection.”
• Help craft and communicate the advanced trading strategy rooted in customer needs, competitive landscape, and Fidelity’s value propositions
• Partner with marketing to develop go‑to‑market plans that drive customer growth and market share
• Identify new opportunities and customer‑centric solutions using data, insight, and experimentation
• Lead with strategic thinking, creativity, and execution excellence

Benefits

• comprehensive health care coverage
• emotional well-being support
• market-leading retirement
• generous paid time off and 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: Mid Level
• Education Level: No Education Listed