Remote Job Director, Wealth Management and Retirement Offerings at Fidelity Investments
Key Requirements for the Role
| Category | Details |
|---|---|
| Job Title | Director, Wealth Management and Retirement Offerings |
| Location | Smithfield, RI or Boston, MA |
| Job Type | Full-time |
| Experience Required | 5–10 years in financial services, ideally in digital client experience, distribution, or communication |
| Education | Bachelor’s Degree (required) |
| Key Skills | Strategic planning, project management, cross-functional collaboration, communication, capacity planning |
| Tools/Teams Interaction | UX Design, Marketing, CKSI, Legal, Risk, Compliance, Distribution |
| Industry Knowledge | Strong understanding of Fidelity’s retail model, financial planning, advisory platforms |
| Soft Skills | Collaborative, detail-oriented, strong communicator, strategic thinker |
| Certifications | Not specified, but relevant financial or project management certifications are a plus |
| Work Environment | Hybrid (on-site every other week) |
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Skills and Competencies That Set You Apart
Fidelity is looking for professionals who are not only experienced in wealth management and financial services but also emotionally intelligent and cross-functionally savvy. Here’s what will help you shine:
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Strategic Mindset with Tactical Agility: You must be able to zoom out to see the big picture, but also roll up your sleeves to execute on the ground level.
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Strong Analytical and Interpersonal Skills: Knowing how to interpret data and present insights persuasively across departments is critical.
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Experience in GTM Execution: Whether launching new products or refining old ones, your go-to-market experience will play a central role.
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Passion for Planning and Process: From quarterly meetings to annual planning, your ability to lead with structure will directly influence Fidelity’s success.
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Growth and Learning Orientation: A curious mindset and eagerness to adapt to new tools and trends in the financial world are vital.
About the Team: Remote Job
You’ll be joining the Wealth Management and Retirement Offerings (WMRO) team—a critical pillar within the broader Wealth Solutions (WS) domain. The WMRO’s Engagement Team specifically serves as a strategic connector across multiple internal divisions. The focus is on ensuring every wealth client has access to the best of Fidelity, from advisory offerings to retirement solutions.
This team is not only fast-paced but also extremely collaborative. They thrive on mutual accountability, shared vision, and a commitment to innovation. If you’re someone who enjoys working across boundaries and building something greater than the sum of its parts, this is the place for you.
The Fidelity Work Culture: What You Can Expect
Fidelity Investments has long been respected for fostering a culture that values innovation, collaboration, and employee well-being. As a privately held company, it offers the flexibility and long-term vision that many public competitors cannot. Here are some highlights of working at Fidelity:
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Inclusive and Diverse Workplace: Fidelity actively embraces employees from all walks of life. Their environment celebrates diverse perspectives and encourages open communication.
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Supportive Work-Life Balance: The hybrid work model lets you enjoy both in-person collaboration and remote flexibility. Most roles require on-site presence every other week.
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Commitment to Growth: Whether through upskilling, certifications, or leadership development, Fidelity invests in its people.
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Accessibility and Support: Fidelity offers accommodations for applicants and employees with disabilities. They make it easy to request the help you need throughout the hiring process.
Important Compliance Note
It’s worth noting that working with Fidelity comes with a commitment to strict regulatory compliance. Given that the company is governed by regulations under the Securities Exchange Act, Investment Advisers Act, ERISA, and others, certain criminal histories may restrict employment opportunities. However, Fidelity takes a fair and transparent approach to compliance and encourages qualified applicants to reach out if they need assistance during the hiring process.
Why This Role Matters Now More Than Ever
As financial landscapes evolve with digital transformation and changing investor expectations, roles like this Director position at Fidelity are pivotal. It's not just about managing wealth offerings—it's about making them smarter, more personalized, and more aligned with client goals.
The decisions you help make, the strategies you help craft, and the experiences you help shape will influence thousands of clients' financial journeys. In a world full of generic financial solutions, your work at Fidelity will stand out for its intention, rigor, and client-first focus.
Final Thoughts: Remote Job
If you’re ready to lead with purpose, collaborate across multiple functions, and help one of the largest financial firms in the world enhance its wealth management offerings, this role is tailor-made for you.
Whether you’re coming from a background in digital client experience, financial product development, or strategic project management, this opportunity at Fidelity offers the platform and the support to take your career to new heights.