Product Manager, Clearing and Custody Account Onboarding

The Role

The Wealthscape Digital Account Management Product Area is at the center of one of IWMSs most strategic priorities: transforming how advisors onboard and grow their business.

Account onboarding is the first and most critical moment in the advisor and client relationship. Our mission is to reimagine that moment by delivering frictionless valuedriven experiences that help advisors move faster scale smarter and serve clients with confidence. We build modern onboarding solutions that meet clients where they are whether on our platform through proprietary firm systems or alongside bestinclass fintech partners. If youre passionate about building products that sit at the intersection of technology client experience and business growth this is a team where your work will have visible meaningful impact.

We are seeking a Product Manager with deep expertise in the clearing and custody business who combines domain knowledge with a strong customer-first mindset. You will be accountable for shaping and delivering the end-to-end product experience ensuring meaningful value creation.

You will define and drive the product vision strategy and outcomes grounding decisions in customer insights business priorities and measurable impact. You will own the what why and who of the product and partner closely with Engineering Delivery and Technology leaders on the how when and where.

Product Managers steer direction by defining and prioritizing requirements ensuring that what is delivered meets both product expectations and customer needs. As Product manager you will monitor performance drive adoption and continuously refine the roadmap based on data feedback and evolving business strategy. Through strong communication and stakeholder engagement they foster cross enterprise alignment and deliver value to customers and to Fidelity.

Your Responsibilities

• Defines and communicates a clear product vision strategy and roadmap aligned to business goals and customer needs.

• Leverages industry insight and emerging technology trends to drive differentiation and longterm competitiveness.

• Demonstrates full ownership and accountability for product outcomes transparency and continuous improvement.

• Serves as the voice of internal and external customers using research journey mapping and data to identify true problems.

• Translates needs into clear requirements EPICs user stories and measurable acceptance criteria.

• Develops KPIs and uses data to guide prioritization product decisions and success measurement.

• Builds business cases demonstrating benefits costs ROI risks and alignment to strategy.

• Makes informed trade-offs across cost quality and speed to maximize value delivery.

• Owns the endtoend product lifecycle from strategy to inmarket performance.

• Manages and prioritizes the product backlog to achieve desired outcomes.

• Ensures comprehensive gotomarket readiness including launch planning enablement and adoption tracking.

• Communicates clearly using strong business storytelling to align stakeholders.

• Applies organizational knowledge to navigate and influence effectively.

• Engages Risk Compliance and other stakeholders early and consistently.

• Ensures alignment on scope timing and expected outcomes throughout the lifecycle.

• Monitors product performance and adjusts strategy based on insights and market feedback.

The Skills and Expertise You Bring

• Bachelors degree required

• Series 7 License (must be obtained within 120 days of starting the role)

• Strong working Clearing and Custody business knowledge
• Customer Centricity - Deeply understands customer needs behaviors and challenges and prioritizes efforts to maximize customer satisfaction.
• Collaborating - Works together to achieve a common goal sharing ideas and thinking. Productive and efficient engagement with team members. Fosters mutual respect for one anothers knowledge experiences strengths and contributions

• Product Ownership and Accountability - Takes full responsibility for every aspect of the products lifecycle and success from strategy to execution ensuring that product decisions and outcomes align with both customer needs and business goals while being transparent about progress and challenges.

• Organizational Knowledge - Understands the organizations mission operating environment business goals and working with other functions to serve customers.

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

The Wealthscape Digital Account Management team shapes how advisors initiate and expand client relationships by redefining the account opening close partnership with teams across the firm and multiple business units we create integrated end-to-end experiences that span platforms firm ecosystems and external partners; enabling flexible high-impact solutions from the very first interaction.

Please be advised that Fidelitys 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.