Director – Lifetime Financial Help Strategy

skillventory - A Leading Talent Research Firm

Director of Lifetime Financial Help Strategy blending critical thinking with passion for financial value at Fidelity Investments. Collaborating with teams to identify strategic opportunities and develop customer-centric solutions.

Posted 5/5/2026full-timeBoston • Kentucky, Massachusetts, New Hampshire, Rhode Island • 🇺🇸 United StatesLead💰 $110,000 - $222,000 per yearWebsite

About the role

Key responsibilities & impact

blend critical thinking with a drive for delivering strong and actionable results
collaborate with your team and business partners across the product area and Workplace
synthesize key trends, the market landscape, internal capabilities, and partner input
develop growth opportunities that meet client and customer needs
build credibility and trust with leaders to influence and align around shared goals
develop executive level communications to provide insight into strategic efforts

Requirements

What you’ll need

Bachelor’s or equivalent with 10 years of experience, Master’s preferred
Experience in management consulting and/or product strategy is strongly preferred
Financial services experience preferred, but not required

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

critical thinkingcollaborationsynthesisinfluencecredibilitytrust buildingcommunicationstrategic insight

Certifications

Bachelor’s degreeMaster’s degree