VP, Managed Platform Strategy

Fidelity • Boston, MA

3d

About The Position

The Vice President, Managed Platform and Partner Strategy helps shape the direction and evolution of Fidelity Institutional’s managed account platform offerings across FMAX and MAS. The role translates wealth platform competitive intelligence, business priorities, and strategic vendor capabilities into recommendations that strengthen the platform’s value proposition and support long-term growth.

This leader serves as the primary business lead for a strategic platform vendor, overseeing relationship governance, leading commercial negotiations and contracting, and coordinating priorities across internal stakeholders and platform vendor leadership. The role partners with product and business leaders to identify opportunities, assess capability gaps, and inform platform investment priorities and the strategic roadmap.

The position is part of the Wealth Advisory Managed Solutions (WAMS) organization, which delivers investment, advisory, and managed account solutions for financial intermediaries and advisors. Within WAMS, FMAX is a wealth management platform integrating financial planning, managed accounts, investment products, and advisory services. The FMAX Product team works with distribution, technology, and investment professionals to drive platform growth, advisor adoption, and business results.

Requirements

• Bachelor’s degree or equivalent relevant experience.
• 15+ years of financial services experience.
• Significant experience in wealth management, managed accounts, platform strategy, and product management.
• Strong understanding of the managed account ecosystem, including broker-dealers, RIAs, TAMPs, custodians, and wealth technology providers.
• Demonstrated experience managing strategic partner relationships and leading complex commercial negotiations and contracting processes.
• Ability to synthesize market intelligence into clear strategic recommendations and business cases.
• Experience leading executive governance forums and influencing cross-functional stakeholders.
• Strong commercial judgment, executive communication, and organizational skills.

Nice To Haves

• Advanced degree.

Responsibilities

• Conduct ongoing competitive market scans across managed account platforms, TAMPs, custodians, and wealth technology providers.
• Assess emerging capabilities, market trends, pricing models, and competitor offerings, and translate findings into recommendations to improve Fidelity’s platform offering.
• Partner with product and business leaders to identify managed accounts platform opportunities, assess capability gaps, and inform investment priorities and the strategic roadmap.
• Partner with the platform product lead to execute identified roadmap priorities.
• Lead the day-to-day strategic relationship with a key platform partner or vendor, aligning business objectives, roadmap priorities, service expectations, and measures of success.
• Drive accountability and resolution of escalated issues with the platform partner.
• Serve as the business lead for partner and vendor agreements, renewals, amendments, and commercial negotiations.
• Coordinate with legal, procurement, finance, risk, and compliance on contract terms that support business objectives, service commitments, and appropriate protections.
• Own the planning and execution of quarterly steering committee meetings, including executive agendas, materials, performance reviews, strategic discussions, and decision requests.
• Track steering committee decisions, commitments, and follow-through.
• Partner across WAMS and key Fidelity businesses, including IWMS and FundsNetwork, to align strategic priorities, identify dependencies, and coordinate platform investments, partnerships, and long-term business objectives.
• Communicate assessments of market developments, vendor performance, commercial considerations, and strategic options to senior leadership.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

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