Nikhil Jain

About Nikhil Jain

I\'ve spent my career asking one question: How do you build products that actually work when regulation, legacy systems, and real-world complexity get in the way?What I am doing: At Fidelity Investments, I lead AI/ML product initiatives and modernization programs for a platform processing $4.5 billion in daily trades across funds.Product leadership: I architected personalization engines analyzing millions of advisor touchpoints. I design conversational AI for support automation. I engineer ML-based segmentation models. I present strategic recommendations to senior leaders across technology, compliance, and operations—covering stablecoin reserve management, private equity fund capabilities, and digital transformation. I\'ve designed journeys for 300K+ financial advisors by triangulating website analytics, CRM behavior, and sales feedback.Program leadership: I lead cross-functional squads (20+ engineers, business analysts, QA), coordinate 30+ technology stakeholders across multiple locations, and deliver quarterly roadmaps with 95%+ on-time completion, turned programs from red to green status. I\'ve restructured agile ceremonies that boosted backlog readiness 6X and I manage dependencies using Jira Align, track progress through dashboards, and define SMART-based milestones for multi-year modernization efforts.What I did: At EdCast, I launched AI-powered knowledge platforms for Columbia University and Salesforce that scaled to active users. I implemented NLP-based search, recommendation systems, and intelligent Q&A workflows that transformed how enterprise teams accessed information.At CredR, I built India\'s first production NLP chatbots in 2017. I interviewed 150+ customers, shadowed dealers to understand their workflows, and mapped \"Jobs to be Done\" to inform product strategy. I managed product roadmaps, engineering execution, and partner adoption across dealers. → Start with the problem: I conduct deep user research—primary interviews, journey mapping, Jobs to be Done analysis because you can\'t build the right product without understanding the real pain. How I Work: → Own it end-to-end. From user research and market analysis through technical architecture and scaled deployment. I structure agile workflows, define quarterly milestones, sequence dependencies, manage capacity planning, and proactively mitigate risks→ Speak multiple languages. Product vision with executives. System architecture with engineers. Stakeholder alignment across business, technology, compliance, and operations.

Experience

1. Director (Product, Program Lead)

   Fidelity Investments

   Jan 2023 — Present · NH, US

   Product Lead AI/ML product strategy, multi-year technology modernization for platform processing $4.5B daily trade volume across funds. Present strategic recommendations to C-suite including Heads of Technology, Architecture, Digital Asset, SVPs of Strategy and ComplianceAI PRODUCT LEADERSHIP- Architected personalization engine aggregating millions of advisor touchpoints (CRM activity, website behaviors, campaign responses, social interactions), designed A/B testing frameworks, 30% increased engagement- Designed conversational AI chatbot for advisor support, defined NLP/NLU requirements and automation workflows to reduce manual support burden- Engineered ML-based advisor segmentation framework using K-means, synthesized unstructured sales data, marketing campaigns, and Snowflake transactional data to create 6 differentiated personas (by investment approach, Jobs to be Done) that enhanced targeting, informed GTMDIGITAL ASSETS & ALTERNATIVE INVESTMENTS- Led digital asset strategy research, analyzed stablecoin reserve management opportunity including BlackRock Circle Reserve Fund financials and SIFI regulatory risks for Fidelity, supported Digital Asset Accounts product planning and alternative investment strategy integration- Conducted strategic analysis for PE buyout fund capabilities, performed deep-dive research across fund lifecycle (conceptualization, capital raising, deal sourcing, portfolio operations), assessed organizational readiness across multiple Fidelity business units, recommended GTM strategyPROGRAM LEADERSHIP- Turned underperforming multi-year modernization program from red to green status, restructured into 13 quarterly milestones - Led cross-functional squad (30+ stakeholders), transformed agile operations, improving backlog readiness 6X while achieving 95%+ on-time deliveryINTRAPRENEURSHIP - 2023 & 2024 Founderie Finalist (Fidelity\'s intrapreneurship program)- Co-lead Alumni Committee (20+ members), mentor interns

Education

• University of Virginia Darden School of Business

  Master of Business Administration - MBA, Product Management, Asset Management, Business Analytics, Entrepreneurship, Strategy

  2021 — 2023

• Indian Institute of Technology, Bombay

  Dual Degree (B.Tech. & M.Tech), Engineering Physics with specialization in Nanoscience

  2007 — 2012

Skills

• C++
• Analytics
• Business Strategy
• Product Development
• Start-Ups
• E-Learning
• Strategy
• E-Commerce
• User Experience
• Marketing
• Business Development
• Management Consulting
• Sales
• Entrepreneurship
• Renewable Energy
• Solar Energy
• Investments
• Social Media Marketing
• Cleantech
• Team Management
• Management