Job Description:

Note: Fidelity will not provide visa or immigration support for this position.

The Role

The Vice President, Workplace Insights supports the Client Engagement Group and Workplace Investing (WI) Senior Leadership Team by developing external industry perspective and insights that will impact WI strategic priorities and help Fidelity compete in the marketplace. The role will lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business. Sitting at the intersection of data, insights and voice of customer, this role will help the WI organization filter out true signal from noise (key voice on what trends/signals matter most to Fidelity), understand Fidelity’s position in key markets and influence strategic investments to position Fidelity for long term success. As a key member of the Workplace Insights team, this role’s contributions will directly impact efforts to grow, run, and scale the business.

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:

  • Bachelor’s degree and MBA required.
  • 10+ years’ experience in financial services and/or strategy consulting.
  • Robust analytical thinking and a creative approach to tackling strategic business issues.
  • Ability to lead sophisticated projects and strategic research across teams, and exercise influence and autonomy amidst shifting priorities and timelines.
  • Analyze the momentum of fintech startups, AI, tech markets, and competitive dynamics.
  • Ability to contribute to projects / initiatives in a variety of capacities to help ensure successful outcomes.
  • Proficiency in verbal / written communication and comfort with storytelling and presentation tools, including the Microsoft Office suite, Tableau or PowerBI.
  • Willingness to learn and adapt quickly; to offer and accept feedback.
  • Knowledge of Fidelity could be meaningful for navigating organization and achieving goals.

The Team

Fidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 26,000 companies and their 50 million employees. The Workplace Insights team is responsible for driving informed decisions and setting strategic direction through actionable insights and consultative partnerships that put the client, advisor and employee at the center of everything we do. We partner closely with key leaders and functions across WI and the enterprise, including the Business Domains, Communications, Marketing, Finance and Technology.

Certifications:

Category:

Marketing

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.