Director/VP, Product Manager, Net Worth & Cash Flow

skillventory - A Leading Talent Research Firm

Product Manager for Fidelity’s Net Worth, Cashflow, Budgeting capabilities. Leading product strategy and driving intuitive financial organization experiences for a broad client base.

Posted 7/13/2026full-timeBoston • Massachusetts, New Hampshire, North Carolina, Rhode Island • 🇺🇸 United StatesLead💰 $130,000 - $264,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in enterprise product strategy and leadership within financial planning and wealth management, focusing on measurable client outcomes and business growth. Proven ability to influence cross-functional teams and drive data-driven decision-making in complex, regulated environments.

Highest-signal resume keywords

Enterprise Product StrategyFinancial Planning ExpertiseExecutive CommunicationAnalytical SkillsCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Product LeadershipBusiness Outcomes MeasurementCustomer Experience StrategyData-Driven Decision MakingInvestment Prioritization

Soft Skills

Influencing OutcomesDecision-MakingPartner Alignment

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Wealth ManagementConsumer Financial PlatformsData Aggregation EcosystemsPermissioned DataRegulatory Compliance

About the role

Key responsibilities & impact

accountable for the enterprise product strategy, investment direction, and business outcomes of Fidelity’s Net Worth, Cashflow, Budgeting, and Aggregation capabilities
drive product vision, opportunity intake, prioritization, and success metrics
ensure Fidelity delivers intuitive, data-driven financial organization experiences that increase planning readiness and client confidence
partner closely with Engineering, Architecture, Design, Data, and Business leaders, influencing delivery and technical decisions without owning engineering execution
measure success by portfolio-level client impact, adoption, and business outcomes

Requirements

What you’ll need

Bachelor’s degree with 12 - 15 + years’ experience in product leadership or general management roles with enterprise scope
Deep expertise in financial planning, wealth management, or consumer financial platforms
Demonstrated success defining and implementing enterprise product strategies tied to measurable client and business outcomes
Validated ability to influence outcomes across complex, highly regulated, matrixed organizations
Strong executive communication, decision-making, and partner alignment capabilities
Experience defining vision and strategy for end-to-end customer experiences across digital and advisor-led channels
Track record of translating customer needs into scalable product strategies, business cases, and investment priorities
Strong analytical demeanor with experience establishing critical metrics tied to customer outcomes, engagement, and adoption
Ability to assess competitive, regulatory, and industry trends (e.g., data aggregation ecosystems, permissioned data) and translate into actionable strategy
Experience partnering across business units and functions to deliver integrated solutions that deepen customer relationships and drive growth

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