The Product Manager (PM) Net Worth & Cashflow is accountable for the enterprise product strategy, investment direction, and business outcomes of Fidelity's Net Worth, Cashflow, Budgeting, and Aggregation capabilities. These capabilities form the foundation of Fidelity's Financial Planning & Advice experience and support tens of millions of clients across Wealth, Brokerage, Workplace, and Institutional businesses.
This role drives product vision, opportunity intake, prioritization, and success metrics, ensuring Fidelity delivers intuitive, data-driven financial organization experiences that increase planning readiness and client confidence. The PM partners closely with Engineering, Architecture, Design, Data, and Business leaders, influencing delivery and technical decisions without owning engineering execution. Success is measured by portfolio-level client impact, adoption, and business outcomes. This role can be hired at Director or VP level, depending on skills.
The Financial Planning & Advice Product team delivers market-leading planning capabilities and services to more than 10 million customers across Wealth, Brokerage, and Workplace businesses. We are a customer-obsessed team passionate about helping individuals make informed decisions across their financial lives in pursuit of greater financial well-being and confidence.
We take a customer-first approach to deliver a unified planning experiencebringing together digital-first capabilities with advisor-supported experiences, powered by scalable platforms and tools. Our work spans the full spectrum of planning needs, from foundational financial wellness for early accumulators to complex planning for high-net-worth clients.
This team partners closely across Fidelityincluding Product, Engineering, Design, Data, and Strategic Advisers Inc. (SAI)to evolve planning methodologies, deepen adoption of products and solutions, and deliver measurable customer outcomes. We are driven by a shared mission to build enduring customer relationships and redefine what great financial planning looks like at scale.
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 $130,000-$264,000 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.
Director or VP, Product Manager, Net Worth & Cash Flow • Boston, MA, United States
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