VP, AI Strategy & Client Engagement

Fidelity Investments•Durham, NC

About The Position

The VP, AI Strategy and Client Engagement serves as a trusted advisor to clients, helping them understand, adopt, and realize value from Fidelity’s AI capabilities. The position sits at the intersection of product management, AI innovation, client consulting, and business strategy. The successful candidate translates complex AI capabilities into clear business outcomes, communicates Fidelity’s AI vision and roadmap, gathers client feedback and market insights, and partners with Product, Engineering, Client Engagement, and business teams so client needs inform the evolution of AI solutions. The role represents Fidelity’s AI strategy and solutions to clients, supports adoption of AI-enabled capabilities, and collaborates with internal teams to incorporate client perspectives into product planning and strategic decision-making. It also develops business cases, value narratives, executive presentations, and client-facing content, and advises on AI governance, security, privacy, compliance, and responsible AI practices. Travel is approximately 30%.

Requirements

10 or more years of experience in product management, strategy, consulting, client engagement, or technology leadership.
Demonstrated experience communicating complex technology solutions to executive audiences.
Strong understanding of AI, machine learning, generative AI, and digital transformation trends, as well as related risk, privacy, and regulatory considerations.
Experience influencing cross-functional teams and driving strategic initiatives, including launching or managing AI-enabled products.
Exceptional written, verbal, and presentation skills.
Ability to translate technical concepts into business-focused discussions.
Proven ability to build credibility with senior executives and strategic clients.
Willingness to travel approximately 30%.

Nice To Haves

Bachelor’s degree in Business, Financial Services, Technology, Computer Science, Engineering, or a related field is preferred.

Responsibilities

Serve as a primary client-facing representative for Fidelity’s AI strategy and solutions, translating AI concepts into practical business outcomes and client value propositions and explaining the governance approach and product roadmap.
Lead strategic discussions with client executives, consultants, and industry partners about AI trends, opportunities, risks, and business transformation.
Gather client feedback, emerging challenges, market intelligence, and competitive insights to influence AI product strategy and prioritize client solutions.
Build trusted relationships with senior client stakeholders and strategic partners, and represent the client’s perspective within Fidelity’s AI organization.
Support client onboarding and adoption of AI-enabled capabilities through workshops, strategy sessions, and executive reviews focused on AI transformation opportunities.
Address client questions about AI governance, security, privacy, compliance, and responsible AI practices.
Develop business cases and value narratives demonstrating measurable outcomes from AI investments.
Help define product positioning, adoption strategies, and go-to-market approaches for AI solutions.
Develop executive-level presentations, white papers, and client-facing AI strategy content.
Contribute to industry discussions about AI governance, risk management, and client value creation.
Collaborate with AI product, engineering, architecture, legal, compliance, risk, and security teams to incorporate client perspectives into product planning and strategic decisions while meeting Fidelity standards and practices.
Coordinate communication between internal AI teams and external stakeholders.
Support executive leadership with client insights, industry trends, and strategic recommendations.