Job Description

The Role

As part of Workplace Insights, this individual will lead a team focused on researching and developing external industry perspective and insights that will advise Workplace Investing’s strategic priorities and help Fidelity compete in the marketplace. The role will be leading research and analysis of the broad workplace business-to-business (B2B) ecosystem including, Fidelity’s position in key markets, industry trends, emerging technologies, weak signals and potential risks to the Workplace Investing business. The role will contribute to WI’s success by leading the execution of critical programs (e.g., Market Share, Win-Loss, Brand Health) and the delivery of actionable market insights to key business leaders, distribution partners, product teams and other internal and external clients. The role will collaborate closely with the leaders of Competitive Insights, Advisor/Consultant Insights and Employer Insights to drive impact and serve as a critical voice in driving awareness and utilization of critical workplace insights.

The Expertise and Skills You Bring

Successful candidates will be strong leaders with critical thinking and analytical skills and be capable of turning research and data into insights:

Knowledgeable and experienced about the Workplace Solutions business and market research approaches, sources, and techniques – 12 years minimum.
Ability to lead multiple key research programs/project work to identify and assess strategic opportunities, market trends and potential risks; includes managing program budget and vendor relations.
Demonstrated experience leading insight development and delivery of implications for the business (a 'point of view' or 'so what' - what does it mean for Fidelity).
Ability to effectively collaborate across multiple stakeholders and research programs to bring an objective and holistic perspective on the market.
Ability to develop and own relationships with key business partners, advisors/consultants, and external vendors, including, consultant relations, sales, relationship management and product owners
Strong attention to detail and ability to manage zero defect work product used in executive and board presentations.
Research, data, and analytics experience.
Exceptional written, verbal, and visual communication skills and comfort addressing/influencing leaders and teams.

The Team

The individual will be a key leader on the Workplace Insights team and will both own the execution of research programs and development of market insights to inform strategic decisions. The individual will not only manage the success of individual listening posts and development of market insights to drive impact, but also contribute to the broader team initiatives and the overall development of actionable Workplace insights. The WI landscape is hyper-competitive, and we play a key role in helping differentiate Fidelity from the competition, identifying future trends/weak signals and driving informed strategic decisions on risks/opportunities. We are part of a broader group under Workplace Inclusion, Insights and Marketing that is committed to understanding the voice of our customers and the market. We are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce

Certifications:

Category:

Marketing

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.