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Vice President, AI Strategy & Client Engagement

ExperiencedVisa sponsorship available
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted a month ago

No clicks

**Vice President, AI Strategy & Client Engagement:** Lead AI strategy for Fidelity, serving as primary client-facing representative, translating complex AI concepts into tangible business outcomes, and driving product strategy. Collaborate cross-functionally to incorporate client perspectives into AI solutions. Requires 10+ years in product management, strategy, or related fields, along with exceptional communication skills and a solid understanding of AI, machine learning, and digital transformation trends. Responsible for strategic discussions with clients, gathering feedback, and representing Fidelity's AI vision. Willingness to travel up to 30% and fluency in AI governance, risk management, and regulatory considerations are essential. Join Fidelity, a values-driven company fostering diversity and inclusion.

Compensation
$125,000 – $258,000 USD

Currency: $ (USD)

City
Not specified
Country
Not specified

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

VP, AI Strategy and Client Engagement

The VP, AI Strategy and Client Engagement serves as a trusted advisor to clients, helping them understand, adopt, and realize value from Fidelity's AI capabilities. This role sits at the intersection of product management, AI innovation, client consulting, and business strategy.

The successful candidate will translate complex AI capabilities into clear business outcomes, communicate Fidelity's AI vision and roadmap, gather client feedback and market insights, and partner with Product, Engineering, Client Engagement, and business teams to ensure client needs influence the evolution of our AI solutions.

Key Responsibilities

AI Strategy, Client Advisory, and Relationship Management

  • Serve as a primary client-facing representative for Fidelity's AI strategy and solutions, translating complex AI concepts into practical business outcomes, client value propositions, and articulating governance approach and product roadmap.

  • Lead strategic discussions and represent Fidelity with client executives, consultants, and industry partners regarding AI trends, opportunities, risks, and business transformation.

  • Gather client feedback, emerging challenges, market intelligence, and competitive insights to influence AI product strategy and prioritize client solutions.

  • Build trusted relationships with senior client stakeholders and strategic partners, while acting as the voice of the client within Fidelity's AI organization.

  • Support client onboarding and adoption of AI-enabled capabilities, which may include workshops, strategy sessions, and executive reviews focused on AI transformation opportunities.

  • Address client questions regarding AI governance, security, privacy, compliance, and responsible AI practices.

Product Management and Market Insights

  • Develop business cases and value narratives that demonstrate measurable outcomes from AI investments.

  • Help define product positioning, adoption strategies, and go-to-market approaches for AI solutions.

  • Develop executive-level presentations, white papers, and client-facing content related to AI strategy, positioning Fidelity as a leader in responsible and innovative AI adoption.

  • Contribute to industry discussions around AI governance, risk management, and client value creation.

Cross-Functional Leadership

  • Collaborate closely with AI product teams, engineering, architecture, legal, compliance, risk, and security partners to ensure client perspectives are incorporated into product planning and strategic decision-making, while meeting Fidelity standards and practices.

  • Coordinate communication between internal AI teams and external stakeholders.

  • Support executive leadership with client insights, industry trends, and strategic recommendations.

Required Qualifications

  • Bachelors degree in Business, Financial Services , Technology, Computer Science, Engineering, or related field.

  • 10 plus years of experience in product management, strategy, consulting, client engagement, or technology leadership.

  • Demonstrated experience communicating complex technology solutions to executive audiences.

  • Strong understanding of AI, machine learning, generative AI, and digital transformation trends, as well as risk, privacy, and regulatory considerations.

  • Experience influencing cross-functional teams and driving strategic initiatives, including launching or managing AI-enabled products.

  • Exceptional written, verbal, and presentation skills.

  • Ability to translate technical concepts into business-focused discussions.

  • Proven ability to build credibility with senior executives and strategic clients.

Travel ~30%

Fidelitys Onsite Working Model
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 $125,000-258,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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. Note, the application window closes when the position is filled or unposted.

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.

Certifications:

Category:

Marketing

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

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.

Benefits

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Vice President, AI Strategy & Client Engagement

Compensation

$125,000 – $258,000 USD

City: Not specified

Country: Not specified

Fidelity Investments logo
Asset Management

a month ago

No clicks

at Fidelity Investments

ExperiencedVisa sponsorship available

**Vice President, AI Strategy & Client Engagement:** Lead AI strategy for Fidelity, serving as primary client-facing representative, translating complex AI concepts into tangible business outcomes, and driving product strategy. Collaborate cross-functionally to incorporate client perspectives into AI solutions. Requires 10+ years in product management, strategy, or related fields, along with exceptional communication skills and a solid understanding of AI, machine learning, and digital transformation trends. Responsible for strategic discussions with clients, gathering feedback, and representing Fidelity's AI vision. Willingness to travel up to 30% and fluency in AI governance, risk management, and regulatory considerations are essential. Join Fidelity, a values-driven company fostering diversity and inclusion.

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

VP, AI Strategy and Client Engagement

The VP, AI Strategy and Client Engagement serves as a trusted advisor to clients, helping them understand, adopt, and realize value from Fidelity's AI capabilities. This role sits at the intersection of product management, AI innovation, client consulting, and business strategy.

The successful candidate will translate complex AI capabilities into clear business outcomes, communicate Fidelity's AI vision and roadmap, gather client feedback and market insights, and partner with Product, Engineering, Client Engagement, and business teams to ensure client needs influence the evolution of our AI solutions.

Key Responsibilities

AI Strategy, Client Advisory, and Relationship Management

  • Serve as a primary client-facing representative for Fidelity's AI strategy and solutions, translating complex AI concepts into practical business outcomes, client value propositions, and articulating governance approach and product roadmap.

  • Lead strategic discussions and represent Fidelity with client executives, consultants, and industry partners regarding AI trends, opportunities, risks, and business transformation.

  • Gather client feedback, emerging challenges, market intelligence, and competitive insights to influence AI product strategy and prioritize client solutions.

  • Build trusted relationships with senior client stakeholders and strategic partners, while acting as the voice of the client within Fidelity's AI organization.

  • Support client onboarding and adoption of AI-enabled capabilities, which may include workshops, strategy sessions, and executive reviews focused on AI transformation opportunities.

  • Address client questions regarding AI governance, security, privacy, compliance, and responsible AI practices.

Product Management and Market Insights

  • Develop business cases and value narratives that demonstrate measurable outcomes from AI investments.

  • Help define product positioning, adoption strategies, and go-to-market approaches for AI solutions.

  • Develop executive-level presentations, white papers, and client-facing content related to AI strategy, positioning Fidelity as a leader in responsible and innovative AI adoption.

  • Contribute to industry discussions around AI governance, risk management, and client value creation.

Cross-Functional Leadership

  • Collaborate closely with AI product teams, engineering, architecture, legal, compliance, risk, and security partners to ensure client perspectives are incorporated into product planning and strategic decision-making, while meeting Fidelity standards and practices.

  • Coordinate communication between internal AI teams and external stakeholders.

  • Support executive leadership with client insights, industry trends, and strategic recommendations.

Required Qualifications

  • Bachelors degree in Business, Financial Services , Technology, Computer Science, Engineering, or related field.

  • 10 plus years of experience in product management, strategy, consulting, client engagement, or technology leadership.

  • Demonstrated experience communicating complex technology solutions to executive audiences.

  • Strong understanding of AI, machine learning, generative AI, and digital transformation trends, as well as risk, privacy, and regulatory considerations.

  • Experience influencing cross-functional teams and driving strategic initiatives, including launching or managing AI-enabled products.

  • Exceptional written, verbal, and presentation skills.

  • Ability to translate technical concepts into business-focused discussions.

  • Proven ability to build credibility with senior executives and strategic clients.

Travel ~30%

Fidelitys Onsite Working Model
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 $125,000-258,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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. Note, the application window closes when the position is filled or unposted.

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.

Certifications:

Category:

Marketing

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

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.

Benefits

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search