Product Manager, Clearing and Custody Account Onboarding

Job Description:

The Role

The Wealthscape Digital Account Management Product Area is at the center of one of IWMS’s 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, value‑driven 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 best‑in‑class fintech partners. If you’re 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 long‑term 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 end‑to‑end product lifecycle, from strategy to in‑market performance. 

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

• Ensures comprehensive go‑to‑market 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  

• Bachelor’s 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 another's knowledge, experiences, strengths, and contributions 

• Product Ownership and Accountability - Takes full responsibility for every aspect of the product’s 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 organization’s 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 experience. In 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.

Certifications:

Category:

Product Management

Please be advised that Fidelity’s 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.