Director, Product Analyst Estate Planning, Financial Planning & Advice

About Fidelity Investments Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

• Join our dynamic Fintech team as a Director, Product Analyst, where you’ll help
• shape innovative financial planning tools. Within the Financial Planning and
• Advice Product Area, you’ll collaborate with product managers, designers, and
• business partners to turn user needs into effective, well-designed solutions.
• This role blends strategy with hands on execution and is ideal for someone
• passionate about estate planning, sophisticated financial planning, product
• management, and building impactful solutions.
• Any of the following designations preferred: Certified Public Accountant,
• Certified Trust and Fiduciary Advisor, Juris Doctor, Master of Taxation, or
• 10 -12 years overall work experience with 2 years of trusts and estate
• planning, income tax planning or succession planning work experience within a
• public accounting, law practice, or wealth management industry environment
• industry-leading strategies to deliver planning that helps with areas such as
• estate and tax planning, complex financial planning, and advanced investment
• planning. Our work sits at the intersection of technology, design, and financial
• insight—creating real impact for the people who use it.
• 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.
• 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 [https://jobs.fidelity.com/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.

Required

• Exposure and/or experience with family wealth balance sheets preferred
• Thinks strategically about end-to-end experiences, implementation, and
• measurement
• Strong interpersonal skills, including the ability to work across the
• enterprise and interact/influence/negotiate effectively at all levels of
• management and peers

Preferred

• Estate Planning, family wealth transfer planning, wills/trusts, income
• taxation, and trust and estate taxation knowledge (required)
• Retirement, financial, investment, and insurance planning preferred
• Experience or exposure to vendor management is preferred
• Communicates complex subjects clearly and effectively
• Possess analysis skills with the ability to understand how data and
• experiences work within a complex ecosystem
• Experience using AI to increase efficiency and enhance the customer

• Health care coverage
• Emotional well-being support
• Retirement plan
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance
• Student loan repayment
• Tuition reimbursement