Product Leader – Trade Processing and Settlement jobs in United States
cer-icon
Apply on Employer Site
company-logo

Fidelity Investments · 1 day ago

Product Leader – Trade Processing and Settlement

Fidelity Investments is seeking a Product Leader to drive innovation in trade processing and settlement platforms. This role involves collaborating with cross-functional teams to define the vision and roadmap for modernization, ensuring alignment with business objectives and industry advancements.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Define and drive the roadmap to enable innovation and modernization of trade processing and settlement systems, ensuring strong alignment with both business objectives and industry advancements
Collaborate cross-functionally with product leaders, engineering teams, architecture, and business units to capture requirements, set modernization and innovation objectives, and prioritize backlog in alignment with the strategic vision
Analyze, reimagine, and continuously improve end-to-end workflows—including pain points, data dependencies, and user experiences—for both legacy and modernized environments by introducing thought leadership, automation, and innovative solutions
Author and validate use cases, process flows, and acceptance criteria that guide both modernization Prioritize features and innovation or modernization milestones based on business needs, customer feedback, regulatory demands, and measurable data
Leverage AI analysis tools (such as Copilot and others) to accelerate analysis, workflow, and requirements documentation
Facilitate collaborative sessions to drive alignment, stakeholder engagement, and successful adoption of new solutions while supporting essential legacy operations
Monitor and report on metrics of innovation impact, modernization success, user adoption, and continuous performance improvements
Stay current with business trends, industry best practices, and regulatory changes; proactively foster a culture of innovation, continuous improvement, and modernization

Qualification

Product management experienceBrokerage trade processingModernization of legacy systemsAI-powered analysis toolsData-driven decision makingAgile methodologyCustomer-centric approachSkills in COBOLBachelor’s degreeSeries 99 certificationEffective communicationCollaboration with cross-functional teams

Required

6-8 years of product management experience covering product development, or project/product management, with a focus on modernizing or supporting trade processing and settlement platforms
Direct experience with brokerage trade processing and settlement; experience in modernization of core trade processing and settlement workflows is strongly preferred
Demonstrated success in modernizing legacy systems (e.g., mainframe-to-cloud migration)
Ability to translate operational processes into intuitive product requirements for engineering; proven understanding of operational workflows in brokerage trade processing and settlement is preferred
Proficient in the use of AI-powered analysis and productivity tools (such as GitHub Copilot or similar) to accelerate analysis, workflow, requirement documentation, and data-driven decision making
Data-driven approach to modernization - understanding business unit needs and translating those into actionable, incremental roadmap milestones
Demonstrated experience shaping product strategy and delivery with a modernization mindset and working with engineering teams for successful delivery
Highly effective communicator and storyteller, able create visualizations to align stakeholders and build consensus
Customer-centric and operationally savvy, with a proven understanding of how to support Trade Processing and Settlement applications
Bachelor's degree in a relevant field (preferred)
Experience with agile is preferred and collaborating with cross-functional teams (including engineering, business, and architecture partners); experience with toolsets for modern product delivery (JIRA, JIRA Align, Confluence, Miro, Tableau, Copilot, or similar)
Skills in COBOL or experience working with COBOL-based systems preferred

Preferred

Direct experience with brokerage trade processing and settlement; experience in modernization of core trade processing and settlement workflows is strongly preferred
Ability to translate operational processes into intuitive product requirements for engineering; proven understanding of operational workflows in brokerage trade processing and settlement is preferred
Bachelor's degree in a relevant field (preferred)
Experience with agile is preferred and collaborating with cross-functional teams (including engineering, business, and architecture partners); experience with toolsets for modern product delivery (JIRA, JIRA Align, Confluence, Miro, Tableau, Copilot, or similar)
Skills in COBOL or experience working with COBOL-based systems preferred

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Investments

company-logo
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

leader-logo
Abigail Johnson
Chairman & CEO
linkedin
leader-logo
Jeanmarie Ward
Senior Vice President of Architecture
linkedin
Company data provided by crunchbase