Job Description:

The Role

As a Director 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 Product Area / 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.

Multiple roles available in our ‘One Stop Life Stop’ Domain:

Life Events: In this role you will help shape the strategy, offering, content and marketing efforts to highlight partner offerings designed to better meet the needs of our customers experiencing a range of life events that have both financial and non-financial implications.

Executive Services: In this role you will develop and execute a strategic go-to-market plan targeting our engaged, executive-level 401k participants to encourage a deeper relationship with Fidelity focused on helping them navigate the complexities of their broad financial needs.

Women: In this role you will help evolve the strategy and help provide consumer insights and intel to shape solutions and services that resonate and cater to the unique needs of women.

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 Product Area using data analysis and consumer insights to advise marketing programs, end-to-end client journeys, future state hypotheses and business opportunity exploration.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

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.