What are the responsibilities and job description for the Director, Advanced Trader Customer Strategy position at Fidelity Investments?
Job Description
Note: Fidelity is not providing immigration sponsorship for this position
The Role
We are seeking a strategic and execution-oriented leader to help shape and evolve the customer strategy for our Advanced Trader business. This role sits at the intersection of product, marketing, compliance, technology, client service, and cross-functional delivery.
The Director will partner closely across Product, Marketing, Service, and Analytics to deepen understanding of advanced trader customer segments, identify growth opportunities, and help drive strategic initiatives from concept through execution.
This role requires a strong blend of strategic thinking, customer-centric problem solving, analytical rigor, and organizational leadership. The ideal candidate is comfortable navigating ambiguity, influencing cross-functional stakeholders, and translating business objectives into actionable plans that drive measurable outcomes.
The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill, or appetite.
The base salary range for this position is $110,000-$222,000 per year.
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.
Certifications
Category:
Product Management
Note: Fidelity is not providing immigration sponsorship for this position
The Role
We are seeking a strategic and execution-oriented leader to help shape and evolve the customer strategy for our Advanced Trader business. This role sits at the intersection of product, marketing, compliance, technology, client service, and cross-functional delivery.
The Director will partner closely across Product, Marketing, Service, and Analytics to deepen understanding of advanced trader customer segments, identify growth opportunities, and help drive strategic initiatives from concept through execution.
This role requires a strong blend of strategic thinking, customer-centric problem solving, analytical rigor, and organizational leadership. The ideal candidate is comfortable navigating ambiguity, influencing cross-functional stakeholders, and translating business objectives into actionable plans that drive measurable outcomes.
- Develop deep understanding of advanced trader customer behaviors, needs, motivations, and value drivers
- Help evolve customer segmentation frameworks and identify opportunities for revenue growth, share growth, customer acquisition, and asset retention
- Partner with analytics teams to identify trends, opportunities, risks, and emerging customer needs
- Translate customer insights and behavioral data into actionable business and customer strategies
- Help translate strategic priorities into executable initiatives, pilots, and plans
- Facilitate alignment across stakeholders with varying priorities and perspectives
- Monitor initiative performance and recommend adjustments based on results and customer feedback
- Support development of business goals, KPI frameworks, and strategic growth priorities
- Contribute to competitive assessments and market opportunity analyses
- 8–12 plus years of experience in strategy, consulting, marketing, customer strategy, product strategy, commercialization, or related fields
- Experience working in highly cross-functional environments with multiple stakeholders
- Demonstrated ability to lead complex initiatives and influence without direct authority
- Strong strategic thinking and structured critical thinking skills
- Experience synthesizing customer, business, and market insights into actionable recommendations
- Strong executive communication and presentation skills
- Background in customer segmentation, customer growth strategy, or commercialization
- Consulting or enterprise strategy experience preferred
- Financial Services experience preferred
The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill, or appetite.
The base salary range for this position is $110,000-$222,000 per year.
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.
Certifications
Category:
Product Management
Salary : $110,000 - $222,000