Job Description:

The Role

The Customer Knowledge and Strategic Insights (CKSI) organization is seeking a highly motivated, strategic individual with a consultative mentality to be the Senior Research Manager of Strategic Insights. This role will be passionate about framing and answering key strategic questions for Fidelity’s Personal Investing (Retail) Business and helping to drive decisions regarding business unit strategy, customer segmentation, pricing and product bundling strategies. We are looking for a dynamic, strategic leader who can partner with the Agile business teams and the Senior Leadership Team to uncover groundbreaking insights and business recommendations that lead to differentiated marketing strategies and offerings that drive client loyalty and business outcomes.

This role will report to the VP of Strategic Research

The Expertise and Skills You Bring

The ideal candidate has 5-7 years of experience in conducting a broad range of market research studies and collaborating with business leaders through strategic insights

Experience leading strategic projects and working with senior partners

Experience working at Customer Obsessed organizations and/or digital first companies and driving research and insight programs

Experience working within cross-functional teams and forging partnerships

Financial Services Industry experience preferred

BA/BS required, MBA preferred

Strong research & quantitative analytical skills, including the ability to synthesize findings and develop practical, measurable recommendations

Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations

Intellectual curiosity and ability to bring in new insights and thinking into the business

Experience in storytelling and developing presentations for senior level audiences

Strong attention to detail and comfort with ambiguity

Deep expertise and experience with primary research and marketing strategy, with specific applications in: innovation and new product related research, customer segmentation, product bundling, and pricing strategy

Proven expertise with key marketing research techniques

Executive presence – the ability to command attention, inspire confidence, and guide strategic discussions with senior-level management

Communication and interpersonal skills — ability to structure and deliver presentations clearly, crisply, and compellingly. Excellent verbal and written skills with proven track record to champion recommendations and influence decisions at all levels of management

Collaboration — track record of establishing effective cross-functional partnerships and relationships at all levels in a highly collaborative environment

Continual improvement — always looking for ways to improve – both individually and organizationally. This individual will need to continuously improve their own functional expertise and the overall performance of the organization.

Experience with generational research, particularly the youth market will be a plus

The Value You Deliver

Empowering customer experience and product development teams with data-driven and actionable insights to enable objective, informed decisions

Formulating and executing learning agendas, raising strategic and provocative questions that stretch the thinking of the team

Continuously improving data analytics and research capabilities and spreading that knowledge and expertise throughout the organization

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.