Product Manager – Clearing and Custody Account Onboarding

Fidelity Investments

Product Manager leading the development of digital onboarding solutions for advisor-client relationships at Fidelity. Collaborating with cross-functional teams to drive product vision and strategy.

Posted 5/28/2026full-timeSmithfield • New Hampshire, Rhode Island, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Defines and communicates a clear product vision, strategy, and roadmap aligned to business goals and customer needs.
Leverages industry insight and emerging technology trends to drive differentiation and long‑term competitiveness.
Demonstrates full ownership and accountability for product outcomes, transparency, and continuous improvement.
Serves as the voice of internal and external customers using research, journey mapping, and data to identify true problems.
Translates needs into clear requirements, EPICs, user stories, and measurable acceptance criteria.
Develops KPIs and uses data to guide prioritization, product decisions, and success measurement.
Builds business cases demonstrating benefits, costs, ROI, risks, and alignment to strategy.
Makes informed trade-offs across cost, quality, and speed to maximize value delivery.
Owns the end‑to‑end product lifecycle, from strategy to in‑market performance.
Manages and prioritizes the product backlog to achieve desired outcomes.
Ensures comprehensive go‑to‑market readiness, including launch planning, enablement, and adoption tracking.
Communicates clearly using strong business storytelling to align stakeholders.
Applies organizational knowledge to navigate and influence effectively.
Engages Risk, Compliance, and other stakeholders early and consistently.
Ensures alignment on scope, timing, and expected outcomes throughout the lifecycle.
Monitors product performance and adjusts strategy based on insights and market feedback.

Requirements

What you’ll need

Bachelor’s degree required
Series 7 License (must be obtained within 120 days of starting the role)
Strong working Clearing and Custody business knowledge
Customer Centricity - Deeply understands customer needs, behaviors, and challenges, and prioritizes efforts to maximize customer satisfaction.
Collaborating - Works together to achieve a common goal sharing ideas and thinking.
Product Ownership and Accountability - Takes full responsibility for every aspect of the product’s lifecycle and success, from strategy to execution, ensuring that product decisions and outcomes align with both customer needs and business goals, while being transparent about progress and challenges.
Organizational Knowledge - Understands the organization’s mission, operating environment, business goals, and working with other functions to serve customers.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

product visionproduct strategyroadmap developmentrequirements gatheringuser storiesKPI developmentproduct lifecycle managementbacklog managementgo-to-market readinessdata analysis

Soft Skills

customer centricitycollaborationaccountabilitycommunicationorganizational knowledgestakeholder alignmenttransparencyproblem-solvinginfluencestorytelling

Certifications

Bachelor's degreeSeries 7 License