Director, Digital Strategy & Transformation

Fidelity Investments

$110K — $222K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required; MBA or advanced degree preferred
  • 10+ years in strategy consulting, transformation, or program leadership; financial services experience is a plus
  • Proven success driving large scale transformation initiatives with measurable results
  • Expertise in digital transformation, customer servicing, or channel strategy
  • Ability to create executive-ready presentations to influence decision-making
  • Strong analytical skills to derive insights from data
  • Experience identifying root causes and designing practical solutions using a consulting mindset

Responsibilities

  • Apply a consulting-style problem-solving approach to identify high-friction opportunities
  • Develop and present data-driven business cases aligning customer needs with enterprise value
  • Lead end-to-end execution of strategic initiatives from hypothesis to measurable outcomes
  • Partner cross-functionally to drive transformation at scale
  • Use customer insights and experimentation to inform strategy and improve experiences
  • Shape the roadmap for future transformation initiatives
  • Communicate effectively with senior executives, synthesizing complex topics into actionable recommendations

Benefits

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement options
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment and tuition reimbursement
Full Job Description

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position

The Role

As a Director, you will lead high-priority digital transformation initiatives that deliver both client value and business outcomes, including reducing cost-to-serve, increasing digital adoption, and enabling scalable, reusable capabilities. You will operate at the intersection of product, strategy, operations, and analytics—bringing structured thinking, customer obsession, and execution rigor.

This is a highly visible role requiring frequent engagement with senior leadership, where you will influence decisions through clear storytelling, data-driven insights, and well-articulated business cases.

Key Responsibilities

  • Apply a consulting-style problem-solving approach to identify and prioritize high-friction opportunities across client journeys
  • Develop and present data-driven business cases that align customer needs with enterprise value
  • Lead end-to-end execution of strategic initiatives—from hypothesis and design through delivery, adoption, and measurable outcomes
  • Partner cross-functionally with product, technology, operations, and analytics teams to drive transformation at scale
  • Use customer insights, data, and experimentation to inform strategy and continuously improve experiences
  • Shape and influence the roadmap for future transformation initiatives that streamline servicing and improve business performance
  • Communicate effectively with senior executives, synthesizing complex topics into clear, actionable recommendations

What We’re Looking For

  • Proven experience in management consulting, digital strategy, or product leadership roles
  • Strong structured problem-solving and analytical skills with the ability to break down complex challenges
  • Customer-centric mindset with a passion for improving end-to-end digital experiences
  • Track record of driving large-scale transformation initiatives with measurable results
  • Exceptional executive communication and storytelling skills, with comfort presenting to senior leaders
  • Ability to influence without authority and lead across highly matrixed organizations
  • Bias for action, ownership, and delivering outcomes in fast-paced, ambiguous environments

The Expertise and Skills You Bring

  • Bachelor’s degree required; MBA or other advanced degree preferred
  • 10+ years of progressive experience in strategy consulting, transformation, or enterprise program leadership; financial services experience is a strong plus
  • Proven success in leading large scale transformation initiatives from ideation through execution with measurable impact on cost, efficiency or revenue
  • Expertise in digital transformation, customer servicing & segmentation, or channel orchestration strategy in large matrixed organization
  • Strong track record of leading complex initiatives across functional lines with measurable business outcomes
  • Ability to craft executive-ready presentations and business cases to drive decision-making
  • Comfortable managing multiple priorities in a matrixed, fast-paced environment
  • Past experience in identifying root causes and design practical solutions — applying a consulting mindset to frame problems, size opportunities, and mobilize execution.
  • Strong communication and organizational skills; capable of influencing without authority
  • Have a strong analytical background and use data to drive insights
  • Comfortable using dashboards, external / internal trends, behavior signals and client metrics to derive insights and shape enterprise thinking

The Team

The Digital Strategy Transformation team is part of Fidelity’s Digital Products organization, focused on scaling client adoption and enhancing experiences across channels. The team runs enterprise-wide transformation plays that directly impact customer experience, operational efficiency, and business growth.

We partner across channels, journeys, and platforms to reduce friction, simplify servicing, and embed reusable solutions that scale across the firm. Our work connects business strategy with execution — ensuring outcomes that matter for customers, associates, and Fidelity overall.

You’ll be joining a high-performing team that values creativity, accountability, and ownership — and you’ll have the opportunity to directly influence how Fidelity evolves its transformation capability.

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 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.


Certifications:

Category:

Product Management

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