Job Description:

The Role

As a Director/Chapter Member in Personal Investing (PI) Consumer Strategy & Segment Marketing you blend business analysis and marketing expertise with a passion for uncovering consumer insights. Working within a cross-functional team, you will use your area of expertise to identify growth opportunities, build go-to-market strategic plans, and formulate marketing initiatives that deliver consumer value and business outcomes for the Tribe / Squad. You will also be committed to maintaining and developing your own expertise and knowledge, with support from your manager, to bring the latest thinking to your role.

In this role you will drive the growth and engagement of new and existing traders at Fidelity, with a focus on launching new products to help them achieve their goals.

The Expertise and Skills You Bring

· BS/BA required. MBA or applicable Master’s degree a plus.

10+ years of product, consumer segment, strategy, data analytics, or brand management experience.

Experience in business analysis, consumer insights, design thinking, marketing optimization, and strategic brief writing.

Leverage customer data analytics tools (database/BI tools and dashboards) to understand patterns and behaviors to inform business and marketing strategy.

Enjoy deriving actionable consumer insights from research and data analysis to inform new hypotheses, opportunity exploration, business case development, differentiated marketing strategies, and program execution.

Partner with research team to determine consumer learning agendas and research design that will deepen consumer understanding and uncover business opportunities.

Experience developing and/or utilizing customer personas to guide business or marketing strategies.

Contribute to the development of consumer experience design to activate programs across marketing, digital, product solution, and field/sales touchpoints.

Analyze competitive market to identify unmet consumer needs and determine differentiated value propositions.

Able to dig into program results and data to identify optimization opportunities.

Committed to cross-functional collaboration with team members in marketing and business partners to develop marketing communication campaigns and programs, to drive client awareness and engagement, client satisfaction and growth of the business. Programs include strategy articulation, opportunity sizing, budgets and return on investment, etc.

Able to influence decision-making through the use of written and verbal communications grounded in data and insights.

Bring an analytical approach to decision making, both in day-to-day management and in making strategic trade-offs.

Intellectually curious and appreciate learning new skills and capabilities (e.g. agile principles).

Results-oriented; takes steps to ensure programs are rooted in business impact versus activities.

Marketing focused experience within the financial services industry is a strong plus.

Experience within an Agile work environment a plus.

The Team

Our Consumer Strategy & Segment Marketing team members are supported by the team leader as well as peers across the team while being aligned with a product / business area. They play a marketing leadership role, driving marketing strategy, go-to-market design and planning / optimization that is

advised by analytical consumer insights – all with a business impact/results-orientation. They also play a leadership role in the Tribe using data analysis and consumer insights to advise marketing programs, end-to-end client journeys, future state hypothesis and business opportunity exploration.

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.