Senior Manager, Product Management , Wealth AI

About the role

Fidelity will not provide immigration sponsorship for this position.

Job Description

The Role

Are you passionate about using AI to improve client experiences?

Do you excel at product management and driving innovation? We are seeking an exceptionally skilled Senior Manager of Product Management to join our Wealth AI team at Fidelity Investments in Covington, KY. This role offers the outstanding opportunity to lead AI initiatives that will build the future of wealth management!

In this position, you will manage one to two AI projects from initial problem definition and requirements to pilot completion. As the lead product owner, you will shape the roadmap, define requirements, and align with interested parties, guaranteeing seamless progress. You will partner with a diverse team, including Engineering, Data Science, UXD, Legal and Compliance, Risk, and AI Governance, to support safe, high-quality production deployments within the Wealth sector.

The Expertise and Skills You Bring

A successful candidate will possess:

• A Bachelor's Degree with 8+ years of experience in Product Management, Data Science, or Engineering
• Proven experience managing the entire product lifecycle for AI initiatives
• Proficiency in carrying out advisor and client research, competitive analyses, and internal exploration
• Skills in building intake, prioritization, and requirements practices for AI-enabled digital delivery
• Experience developing product proposals with clear functionality and customer value
• Ability to lead the build-out of product roadmaps with distinct achievements
• Proficiency in developing and implementing go-to-market and rollout plans for AI features
• Strong analytical skills for adding new product ideas based on feedback and trends
• Demonstrated capability to guide resources through development, testing, deployment, and support of initiatives
• Effective verbal and written communication abilities
• Ability to manage time effectively and work both independently and within a team environment
• Technical, analytical, and problem-solving expertise
• A disciplined approach to requirements documentation
• An affinity for technology and staying updated on industry innovations, including generative AI
• Capacity to break down complex problems and drive informed decision-making
• Adaptability to ambiguity and change

The Team

Wealth AI Product Management is a newly established team focused on crafting an AI product portfolio within Fidelity Wealth. Our goal is to provide safe, practical AI tools for Wealth advisors and clients. We begin with high-impact use cases, such as estate planning support and summarizing client interactions. You will join our AI initiative pod, managing one to two projects from start to finish while working with Engineering, Data Science, UXD, Risk, and AI Governance to advance from pilot phase to production. Our team values innovative individuals passionate about exploring GenAI and other emerging AI technologies to address real advisor and client challenges.

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.

Certifications

Category

Product Management

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.