VP, UX Design Leader, Institutional Wealth Management at Fidelity Investments

Boston, Massachusetts, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries

Requirements

  • 10+ years of UX design leadership, including experience leading managers and scaling design teams
  • Experience in financial services, especially within institutional or B2B environments (preferred)
  • Expertise in talent strategy, including hiring, resource planning, and team development across large organizations
  • Familiarity with design systems, scalability, and contribution models
  • Experience working in agile environments and promoting iterative, user-centered design practices
  • Understanding of technical architecture and software development fundamentals
  • Commitment to building trust, adaptability, and resilience within teams
  • Strong communication and storytelling skills that bring vision to life and inspire action
  • Proven track record collaborating with senior level leaders toward successful business outcomes
  • Has effectively led large scale change initiatives, showing ability to be a catalyst for change
  • Strategic thinker who can drive a data-driven future-state vision while delivering on near-term KPIs
  • Successful history of demonstrating strategic partnership to the business and bringing the business strategy to life through experiences
  • Relationship builder / unifier who can successfully navigate the needs of multiple stakeholder groups
  • Demonstrates a cross enterprise mindset -- thinks beyond one business unit and considers our full ecosystem of channels and capabilities

Responsibilities

  • Ability to quickly learn and navigate complex domains while leading teams to deliver outstanding experiences
  • Providing strong leadership for the Fidelity Institutional design team, including managing people managers and collectively leading 30 designers
  • Deep understanding of Institutional Wealth Management Services, with the ability to drive end to end strategy across platforms and technologies
  • Supporting key UX organizational objectives and acting as a change agent to drive significant transformation across product teams
  • Identifying and developing strategic design opportunities to drive product and business strategy
  • Collaborating across functions to make pragmatic decisions to increase our speed to market while upholding the quality of the experience so that teams can build towards a better future
  • Aligning work of individual teams to broader customer journeys
  • Solution-focused mentality that deliberates and debates challenges in a positive way that gains alignment with others

Skills

UX Design
Design Leadership
Talent Strategy
Hiring
Team Management
Strategic Design
Financial Services
Institutional Wealth Management
B2B Design
Customer Journeys
Product Strategy

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters
1946Year Founded
$120,238.8MTotal Funding
DEBT_FINANCINGCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Health Insurance
Mental Health Support
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Student Loan Assistance
Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
Increased competition from Vanguard's new division could draw clients away from Fidelity.
Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.
Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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