Jess Liberi

Jess joined Fidelity in January 2022 as the new Head of FBT Platform Technology. A strategic product leader who is passionate about coaching and mentoring people, Jess brings her diverse experience and perspective to lead our platform capabilities and digital experiences for FI customers. She works closely with our teams and FI partners to define and deliver the platform vision, strategy, roadmap and priorities. In addition, Jess will continue our efforts to create more personalized digital experiences and increase efficiency for clients through the Wealthscape and Wealthscape Investor platforms, and Integration Xchange, our digital store enabling wealth management firms to explore and design solutions to meet their needs.

Jess brings nearly 20 years of experience in technology and financial services, including product management, relationship management, and sales, and has a long history of delivering innovative SaaS solutions to market. Prior to joining Fidelity, Jess served as Head of Product at eMoney Advisor and was responsible for bringing the company’s product vision and strategy to life. In her 8-year tenure at eMoney, she led the evolution and growth of eMoney’s robust portfolio of products, created powerful customer experiences across the platform, contributed to record customer growth through new product offerings, led key innovation efforts across the organization, and played a key role in a firm-wide Agile transformation. Prior to eMoney, Jess held several roles at SEI Investments within their Advisor Network and Global Wealth Services.

Jess graduated from the University of Virginia with a Bachelor of Science in economics and finance.