Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Within Fidelity’s Workplace Investing (WI) Client Engagement Group (CEG), the Director, Market Intelligence & Competitive Strategy will lead market and competitive intelligence for Stock Plan Services, Executive Financial Services, and Nonqualified Deferred Compensation. The role will also assess broader developments across retirement, workplace wealth, financial wellness, and participant engagement that could affect these businesses.
The Director will provide an independent, outside-in perspective on competitors, market dynamics, client needs, emerging technologies, regulatory developments, and growth opportunities. This individual will distinguish meaningful signals from market noise, develop informed points of view, and translate research into recommendations that shape business strategy, product priorities, commercial execution, and investment decisions.
This senior individual-contributor role will lead through expertise and influence, serving as a strategic partner to leaders across Product, Sales, Relationship Management, Marketing, and Strategy.
Key Responsibilities
- Establish and lead a market and competitive intelligence agenda aligned with business priorities across Stock Plan Services, Executive Services, NQDC, and adjacent Workplace Investing markets.
- Analyze established providers, emerging competitors, fintech firms, and adjacent market entrants, including their strategies, offerings, technology, pricing, service models, partnerships, and go-to-market approaches.
- Identify and evaluate market shifts, evolving client needs, regulatory developments, emerging technologies, competitive risks, and growth opportunities.
- Develop independent perspectives on market direction and translate research into clear implications, recommendations, and potential actions.
- Create executive presentations, market assessments, competitor profiles, battlecards, dashboards, and recurring intelligence communications.
- Partner with Product teams to assess market needs, benchmark capabilities, identify competitive gaps, and inform roadmaps and investment priorities.
- Support strategic planning, sales opportunities, competitive takeaways, client retention, market positioning, and thought leadership with tailored intelligence.
- Build strong relationships across Product, Sales, Relationship Management, Marketing, Strategy, and senior leadership to ensure intelligence is timely, relevant, and actionable.
- Manage external research providers, analysts, consultants, industry experts, and data vendors.
- Build scalable processes and tools for collecting, synthesizing, and distributing intelligence, including the effective use of AI and automation.
- Evaluate the impact of intelligence programs and continually refine the research agenda based on business needs and outcomes.
The Expertise and Skills You Bring
- 8+ years of experience in corporate strategy, consulting, product strategy, competitive/market intelligence, or a related financial services discipline.
- Bachelor’s degree required; MBA or other advanced degree preferred.
- Demonstrated ability to analyze complex markets, develop independent perspectives, and translate findings into actionable strategic recommendations.
- Strong analytical, critical-thinking, and problem-solving skills, including the ability to synthesize qualitative and quantitative information.
- Experience applying competitive and market research approaches such as benchmarking, market mapping, scenario planning, win/loss analysis, and opportunity assessment.
- Excellent written, verbal, and executive presentation skills, with the ability to communicate complex issues clearly and influence senior stakeholders.
- Proven ability to build cross-functional relationships, challenge assumptions constructively, and influence decisions without direct authority.
- Intellectual curiosity, sound judgment, learning agility, and comfort operating in an evolving and ambiguous environment.
- Familiarity with AI, automation, analytics, digital experiences, and other technologies shaping financial services.
- Experience in workplace investing, equity compensation, executive financial services, nonqualified plans, retirement, wealth management, or financial wellness is strongly preferred.
The Value You Deliver
- Provide an objective, evidence-based perspective that improves strategic, product, and investment decisions.
- Help Fidelity identify market opportunities and competitive risks
- Strengthen product differentiation, market positioning, sales effectiveness, and client retention.
- Connect external market developments with internal business priorities and recommended actions.
- Equip leaders and client-facing teams with timely intelligence that supports stronger decisions and client outcomes.
- Build a scalable intelligence capability that advances market awareness, strategic agility, and evidence-based decision-making across Workplace Investing.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.