VP, AI Strategy & Client Engagement
Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
VP, AI Strategy and Client Engagement
Position Overview
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
- Bachelor's degree in Business, Financial Services , Technology, Computer Science, Engineering, or related field preferred.
- 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%
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.
Certifications:
Category:
MarketingPlease 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.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
VP, AI Strategy and Client Engagement
Position Overview
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
- Bachelor's degree in Business, Financial Services , Technology, Computer Science, Engineering, or related field preferred.
- 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%
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.
Certifications:
Category:
MarketingPlease 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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