Job Description:
Note: Fidelity is not providing immigration sponsorship for this position
The Role
As a Director, you will lead high-priority digital transformation initiatives that deliver both client value and business outcomes, including reducing cost-to-serve, increasing digital adoption, and enabling scalable, reusable capabilities. You will operate at the intersection of product, strategy, operations, and analytics—bringing structured thinking, customer obsession, and execution rigor.
This is a highly visible role requiring frequent engagement with senior leadership, where you will influence decisions through clear storytelling, data-driven insights, and well-articulated business cases.
Key Responsibilities
- Apply a consulting-style problem-solving approach to identify and prioritize high-friction opportunities across client journeys
- Develop and present data-driven business cases that align customer needs with enterprise value
- Lead end-to-end execution of strategic initiatives—from hypothesis and design through delivery, adoption, and measurable outcomes
- Partner cross-functionally with product, technology, operations, and analytics teams to drive transformation at scale
- Use customer insights, data, and experimentation to inform strategy and continuously improve experiences
- Shape and influence the roadmap for future transformation initiatives that streamline servicing and improve business performance
- Communicate effectively with senior executives, synthesizing complex topics into clear, actionable recommendations
What We’re Looking For
- Proven experience in management consulting, digital strategy, or product leadership roles
- Strong structured problem-solving and analytical skills with the ability to break down complex challenges
- Customer-centric mindset with a passion for improving end-to-end digital experiences
- Track record of driving large-scale transformation initiatives with measurable results
- Exceptional executive communication and storytelling skills, with comfort presenting to senior leaders
- Ability to influence without authority and lead across highly matrixed organizations
- Bias for action, ownership, and delivering outcomes in fast-paced, ambiguous environments
The Expertise and Skills You Bring
- Bachelor’s degree required; MBA or other advanced degree preferred
- 10+ years of progressive experience in strategy consulting, transformation, or enterprise program leadership; financial services experience is a strong plus
- Proven success in leading large scale transformation initiatives from ideation through execution with measurable impact on cost, efficiency or revenue
- Expertise in digital transformation, customer servicing & segmentation, or channel orchestration strategy in large matrixed organization
- Strong track record of leading complex initiatives across functional lines with measurable business outcomes
- Ability to craft executive-ready presentations and business cases to drive decision-making
- Comfortable managing multiple priorities in a matrixed, fast-paced environment
- Past experience in identifying root causes and design practical solutions — applying a consulting mindset to frame problems, size opportunities, and mobilize execution.
- Strong communication and organizational skills; capable of influencing without authority
- Have a strong analytical background and use data to drive insights
- Comfortable using dashboards, external / internal trends, behavior signals and client metrics to derive insights and shape enterprise thinking
The Team
The Digital Strategy Transformation team is part of Fidelity’s Digital Products organization, focused on scaling client adoption and enhancing experiences across channels. The team runs enterprise-wide transformation plays that directly impact customer experience, operational efficiency, and business growth.
We partner across channels, journeys, and platforms to reduce friction, simplify servicing, and embed reusable solutions that scale across the firm. Our work connects business strategy with execution — ensuring outcomes that matter for customers, associates, and Fidelity overall.
You’ll be joining a high-performing team that values creativity, accountability, and ownership — and you’ll have the opportunity to directly influence how Fidelity evolves its transformation capability.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
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 experience.
Reasonable accommodations
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 contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.