Director, Product Analyst Estate Planning, Financial Planning & Advice
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What you'll do
- Join our dynamic Fintech team as a Director, Product Analyst, where you’ll help shape innovative financial planning tools.
- Collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions.
- Blend strategy with hands on execution to build impactful solutions.
- Communicate complex subjects clearly and effectively
- Think strategically about end-to-end experiences, implementation, and measurement
What they're looking for
- Bachelor's Degree
- 10 -12 years overall work experience with 2 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge
Nice to have
- Certified Public Accountant, Certified Trust and Fiduciary Advisor, Juris Doctor, Master of Taxation, or Master of Laws in Taxation
- FINRA Series 7 and 66 preferred
- Retirement, financial, investment, and insurance planning preferred
- Experience or exposure to vendor management is preferred
- Exposure and/or experience with family wealth balance sheets preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Join our dynamic Fintech team as a Director, Product Analyst, where you’ll help shape innovative financial planning tools. Within the Financial Planning and Advice Product Area, you’ll collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions. This role blends strategy with hands on execution and is ideal for someone passionate about estate planning, sophisticated financial planning, product management, and building impactful solutions.
The Expertise and Skills You Bring
- Bachelor’s Degree
- Any of the following designations preferred: Certified Public Accountant, Certified Trust and Fiduciary Advisor, Juris Doctor, Master of Taxation, or Master of Laws in Taxation
- 10 -12 years overall work experience with 2 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
- FINRA Series 7 and 66 preferred
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
- Retirement, financial, investment, and insurance planning preferred
- Experience or exposure to vendor management is preferred
- Communicates complex subjects clearly and effectively
- Possess analysis skills with the ability to understand how data and experiences work within a complex ecosystem
- Experience using AI to increase efficiency and enhance the customer experience
- Exposure and/or experience with family wealth balance sheets preferred
- Thinks strategically about end-to-end experiences, implementation, and measurement
- Strong interpersonal skills, including the ability to work across the enterprise and interact/influence/negotiate effectively at all levels of management and peers
The Team
As a Product Analyst, you will be part of a dynamic Product Development team dedicated to your growth, skill development, and long-term success. At the same time, you will collaborate with a Product Management team focused on building innovative tools that enable customers to confidently plan for their financial future.
We design intuitive, groundbreaking digital experiences that leverage industry-leading strategies to deliver planning that helps with areas such as estate and tax planning, complex financial planning, and advanced investment planning. Our work sits at the intersection of technology, design, and financial insight—creating real impact for the people who use it.
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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Category:
Product ManagementCompany
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