Job Description:

Role

The Senior Manager Market and Competitive Insights will act as a key driver of competitive intelligence and industry research within the Workplace Investing Business Unit. As part of the WI Competitive Intelligence and Market Insights Center of Excellence, this individual will contribute external industry perspective and insights which will advise Workplace Investing’s strategic priorities and help Fidelity compete in the marketplace. This individual will bring his or her own ideas to improve upon and further enhance our competitive intelligence capabilities, identifying new, valuable analysis, and seeking to further engage our stakeholders with relevant, timely and actionable information!

The Expertise and Skills You Bring

5+ years industry research, benefits consulting, management consulting, sales and relationship management, or corporate strategy experience

Deep interest and curiosity in the Workplace Benefit industry and competitive dynamics

Strong strategic thinking and problem-solving skills, including an ability to independently structure problems, manage large data sets, execute analysis, and communicate findings

Advanced skills in Microsoft PowerPoint and Excel

A spirit of continuous improvement to evolve existing processes and deliverables

Excellent written and verbal communication skills

The Team

The WI Competitive & Market Insights COE is responsible for driving informed decisions through a better understanding of the Workplace benefit landscape.  The team delivers actionable and timely insights on organizations, participants, advisors and competitors to support strategic decisions, improve WI sales and retention, benchmark our offering and evaluate new opportunities and risks.   Sitting within a broader Customer/Market Research and Insights COE, we interact frequently with leaders across the business, including members of the WI Executive team.

The Value You Deliver

The Senior Manager Market and Competitive Insights will report to the CoE Team Leader, Competitive Intelligence and Market Insights; specific responsibilities to include:

Competitive Research & Intelligence

Deliver competitive insights: track and analyze key Workplace Investing competitors, analyze key trends and benchmark our offering and brand

Complete time-sensitive analysis of key events (e.g., mergers and acquisitions, announcements, financial reporting events)

Serve as subject matter expert for Workplace Benefit focus areas (e.g. Financial Wellness, Student Debt, Stock Plan Services, Benefits Consulting)

Contribute to the development of industry insights for an audience of 10,000+ internal associates

Contribute to Fidelity’s broader CI ecosystem by partnering with peers in other divisions to share knowledge and insights

Strategic Project Work

Lead or contribute to project work to identify and assess strategic / competitive opportunities and risks for Workplace Investing

Lead or contribute to project work / busines case development to support Sales growth efforts

Assists in strategy formation to evaluate market disruptors due to the success of financial technology start-ups.

Measurement, Review, and Communication

Build and maintain relationships with key stakeholders and vendors

Own KPIs related to WI’s market share, growth, and competitive positioning

Contribute to executive-level presentations on the WI competitive landscape, key trends and emerging opportunities/risks.

Team

Contribute to positive team atmosphere

Support agile / scrum practices within the team

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.