Jim McWethy

Commander
DISC Type : D

VP, Product Leader, E2E Wealth Management Experience at Fidelity Investments

Medford, Massachusetts, United States

Overview

Jim is a VP and Product Leader at Fidelity Investments, guiding the end-to-end wealth management experience. His career started 20 years ago in interaction design, and he applies a customer-first mindset to product management and leadership. He holds an MBA from the Isenberg School of Management, UMass Amherst.

Based on his social media activity, Jim appears to be a thoughtful parent, passionate about letting children explore and learn naturally. He shows a keen interest in understanding the true meaning and application of complex technologies like AI, valuing substance over buzzwords.

Colleagues and partners describe him as a gentleman, a great guy to work with, and an articulate business development professional.

Personality Overview

Impact-Driven

Candid & Clear

Decisive

More than the product, they care about the impact of the product.  They respond better to strong and respectful interactions. They like to move fast and expect the same from others.

Topics They Care About

Customer-First Mindset
He explicitly states that he has applied a "customer-first mindset" to every role he has held, from consulting and sales to product management.
User Experience (UX)
With a background as a Director of User Experience Design, he has a deep-seated passion for UX, information architecture, and a user-centric approach to technology projects.
Wealth Management
His current role is focused on leading the product vision for the end-to-end wealth management experience at Fidelity, making it a core professional priority.

Media Appearances

Jim has no verified media appearances

Work History

1-2021
VP, Product Leader, E2E Wealth Management Experience at Fidelity Investments
1-2018 - 12-2020
Director, Chapter Leader at Fidelity Investments
1-2012 - 1-2018
Director, User Experience Design at Fidelity Investments
6-2011 - 11-2011
Independent Consultant at Yum! Brands
7-2010 - 6-2011
Director Strategy & Planning, Marketing Solution Center at Pfizer

Education

1-2022 - 4-2025
Master of Business Administration - MBA from Isenberg School of Management, UMass Amherst
1987 - 1992
BA from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 31 Location : Medford, Massachusetts, United States Job Level : Senior Designation : VP, Product Leader, E2E Wealth Management Experience at Fidelity Investments
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Be respectful but crisp

DONT's

  • Avoid being too verbose
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jim

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Jim take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Jim

Personality Compatibility


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