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Mustufa Taj

@mustufataj

Message

I build AI-enabled digital wealth products that improve client outcomes, asset retention, and advisor conversion.

United States

Message

At Fidelity Investments, I led digital wealth-management, advanced financial-planning, and AI-enabled products from strategy through delivery. My teams modernized Find an Advisor, improved appointment conversion by 10%+, and reduced funnel drop-off from about 65% to under 48%.

I’ve built conversational financial-planning AI, equity-compensation and deferred-compensation planning capabilities, and Fidelity’s digital Estate Planning experience. I connect product, technology, analytics, and delivery teams to create measurable client, advisor, and business outcomes.

Experience

Work history, roles, and key accomplishments

Vice President, Product & Delivery Management

Fidelity Investments

Oct 2018 - Jun 2026 (7 years 8 months)

Owned strategy, vision, roadmap, and end-to-end delivery for digital wealth-management and advanced financial-planning products, managing $3M-$5M in annual investment and leading 25-30+ matrixed professionals. Delivered AI-enabled products, modernized estate planning and equity-compensation experiences, and drove significant improvements in client adoption and operational efficiency.

Product Strategy Product Management Agile Delivery AI Powered Products Conversational AI Financial Planning Wealth Management A B Testing Product Analytics Tableau Qualtrics Adobe Target Stakeholder Management Roadmapping UAT Release Management

Director, Product & Delivery Management

Fidelity Investments

Oct 2013 - Oct 2018 (5 years)

Led enterprise product, shared-services, and technology modernization for Strategic Advisors and Global Asset Allocation, partnering with CIOs and senior leaders. Built Pinnacle, an enterprise content-management platform, and pioneered Tableau adoption and Appian-based BPM to improve operational efficiency.

Product Management Enterprise Content Management BI and Analytics Tableau Appian BPM Stakeholder Management technology modernization Team Leadership

Senior Project Manager & Lead Analyst

Fidelity Investments

Mar 2008 - Oct 2013 (5 years 7 months)

Led product and delivery modernization of a legacy trade-execution matching engine, delivering 4x faster execution matching. Steered modernization of the equity-trading platform from AS400 to distributed systems and orchestrated integration of the Charles River Trading platform across international desks.

Project Management Trade Execution Platform Modernization Distributed Systems Charles River (CRIMS)Integration Stakeholder Management

Engineering Manager & Technical Lead

Patni Computer Systems

Jan 1998 - Dec 2007 (9 years 11 months)

Established a new delivery team of 8+ associates across US and India to deliver Fidelity's Active Trading platform capabilities. Led client migration and modernization of Fidelity's active trading platform and developed systems libraries and test cases for Hitachi's Unix operating system.

Engineering Management Technical Leadership Active Trading Platform Unix Test Cases Client Migration Team Building