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 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.

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 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