Jim McWethy in

Jim McWethy

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VP, Product Leader, E2E Wealth Management Experience at Fidelity Investments
📍 Medford, Massachusetts, United States

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.

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Experience
31 Years
Current Role
VP, Product Leader, E2E Wealth Management Experience
Job Level
Senior
Location
Medford, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jim cares 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.
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Career

Work history

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

Media appearances

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Education
1-2022 - 4-2025
Master of Business Administration - MBA
Isenberg School of Management, UMass Amherst
1987 - 1992
BA
University of Illinois Urbana-Champaign
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Unboxed Experiences
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