FMR

Director, Product Analyst Estate Planning, Financial Planning & Advice

United States · Work style not stated · Full time

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About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerFMR
LocationUnited States
Work styleWork style not stated
Employment typeFull time
Employer posted6 Oct 2026

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Join our dynamic Fintech team as a Director, Product Analyst, where you’ll help shape innovative financial planning tools. Within the Financial Planning and Advice Product Area, you’ll collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions. This role blends strategy with hands on execution and is ideal for someone passionate about estate planning, sophisticated financial planning, product management, and building impactful solutions.

The Expertise and Skills You Bring

Bachelor’s Degree
Any of the following designations preferred: Certified Public Accountant, Certified Trust and Fiduciary Advisor, Juris Doctor, Master of Taxation, or Master of Laws in Taxation
10 -12 years overall work experience with 2 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
FINRA Series 7 and 66 preferred
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
Retirement, financial, investment, and insurance planning preferred
Experience or exposure to vendor management is preferred
Communicates complex subjects clearly and effectively
Possess analysis skills with the ability to understand how data and experiences work within a complex ecosystem
Experience using AI to increase efficiency and enhance the customer experience
Exposure and/or experience with family wealth balance sheets preferred
Thinks strategically about end-to-end experiences, implementation, and measurement
Strong interpersonal skills, including the ability to work across the enterprise and interact/influence/negotiate effectively at all levels of management and peers

Show full description

The Team

As a Product Analyst, you will be part of a dynamic Product Development team dedicated to your growth, skill development, and long-term success. At the same time, you will collaborate with a Product Management team focused on building innovative tools that enable customers to confidently plan for their financial future.

We design intuitive, groundbreaking digital experiences that leverage industry-leading strategies to deliver planning that helps with areas such as estate and tax planning, complex financial planning, and advanced investment planning. Our work sits at the intersection of technology, design, and financial insight—creating real impact for the people who use it.

Fidelity’s 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 $110,000-$222,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 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.

Certifications:

Category:

Product Management

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