Posted 13 days ago
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**Director, FI Product & Distribution Enablement** - Lead strategic advisor-centric enablement, translate needs into scalable solutions, and drive measurable business impact with a proven track record in wealth management, strategy, or related fields. Manage cross-functional projects, influence without authority, and leverage data from FactSet, Tableau, or similar tools. Experience: 5-8 years; MBA, CFA, or relevant advanced degree preferred.
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Full Job Description
Job Description:
The Role
Fidelity Institutional is seeking a Director, FI Product and Distribution Enablement to play a critical role in shaping how we enable and support financial advisors through our Investment Specialists organization. This role sits at the intersection of strategy, insights, and executionserving as a central authority on advisor needs and translating those needs into scalable solutions that drive measurable business impact.
As Director, FI Product and Distribution Enablement, you will be responsible for influencing and operationalizing advisorcentric enablement across the Investment Specialists organization. Youll work horizontally across crossfunctional teams, providing clear ownership for operational enablement initiatives and ensuring that insights from the field are transformed into actionable priorities, execution roadmaps, and enterpriseready processes.
This is a highly collaborative role, partnering closely with Investment Specialists, Practice Management Consultants (PM and C), Marketing, Thought Leadership, Distribution, and Sales teams. You will be expected to influence without authority, align diverse stakeholders, and bring clarity to complex, crossteam initiatives.
The Expertise and Skills You Bring
Serve as the voice of the advisor within the organization, synthesizing qualitative and quantitative inputssuch as field feedback, PM and C insights, usage data, and reportinginto cohesive, actionable insights.
Translate advisor needs into strategic priorities, execution roadmaps, and measurable outcomes across the Investment Specialists organization.
Lead and support crossteam initiatives that require dedicated ownership, including: Automation of reporting and analytics Dashboard design and implementation Development and operationalization of Thought Leadership insight processes and operating models
Apply strong strategic judgment to make decisions informed by longterm trends, business implications, and evolving advisor needs.
Create leverage for assetclassfocused analysts by ensuring their work is strategically aligned, actionable, and effectively deployed across distribution channels.
Establish scalable processes that improve execution consistency, visibility, and impact across the organization.
Proven ability to influence outcomes without direct authority in a complex, matrixed organization.
Strong experience synthesizing data, insights, and stakeholder input into clear recommendations and execution plans.
Deep familiarity with data, reporting, and analytics platforms (such as FactSet, Tableau, or similar tools).
A strategic mindset with the ability to balance nearterm execution with longterm vision.
58 years of experience in wealth management, management consulting, corporate strategy, planning, or a related field.
Strong academic credentials; an MBA, CFA, or other relevant advanced degree is preferred.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Analytics and Commercialization team is a key enabler of the FI/IWMS strategies and drives sustainable commercial value to Fidelity by leveraging our collective intelligence and forming forward-looking perspectives to unlock, package and deliver growth and scale opportunities for our clients. The org includes the following teams that collectively work together to drive end-to-end connectivity to realize our outcomes: Data Foundation and Management, Analytics and Insights, Commercialization, Investment and Business Consulting specialists, and Distribution Enablement and Effectiveness.
Certifications:
Category:
Sales SupportPlease 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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