Fidelity Investments
Director, Marketing Planning and Reporting - Fidelity Institutional
Fidelity Investments, Boston, Massachusetts, us, 02298
Job Description:The RoleHelp drive Marketing’s strategic objectives and planning processes and drive prioritization, and roadmap development for marketing strategic priorities. You will package and communicate the marketing strategic plan(s) and progress to multiple audiences. You will develop a strategy, roadmap and execution for bringing ‘outside/in’ thinking to the Marketing team based on our vision, competitive analysis/positioning, engagement and opportunities to enable next generation marketing strategy and initiatives. You will drive efficiency through standardized marketing planning template and impact reports and coordinate quarterly review to assess progress on plans. If you’re a strategic thinker with strong analytical skills and storytelling abilities, this role is for you.
The Expertise and Skills You BringIdeal candidate has 10+ years of professional experience
Proven experience developing senior level materials and an ability to articulate strategy to execution
Ability partner with other teams to deliver a marketing philosophy throughout the marketing planning process
Strong analytical skills and ability to capture insights from data and then translate it into value to the business
Can understand and simplify small tasks
Collaborative and able to form positive partnerships
Intellectually curious and can bring new insights to the organization
Practical wisdom, resilience, and strong project management and execution skills
Enjoy rolling up your sleeves as an individual contributor or member of a team
Excellent communication and presentation abilities and can partner with all levels of the Marketing organization
BA/BS required, Marketing and Financial Services industry knowledge preferred
The TeamThe newly formed Marketing Operational Excellence & Creative team. We develop and drive marketing strategy, planning, impact reporting, operations, learning and development, associate engagement, and creative execution for Institutional & Asset Management Marketing. You will be pivotal in aligning marketing strategies with financial goals. You will play critical role in crafting the marketing strategy of our organization, developing comprehensive marketing plans, analyzing performance metrics, and providing actionable insights to drive business growth.Certifications:Company OverviewFidelity 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 UsAt 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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.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 Accommodation Team by sending an email to accommodations@fmr.com.
The Expertise and Skills You BringIdeal candidate has 10+ years of professional experience
Proven experience developing senior level materials and an ability to articulate strategy to execution
Ability partner with other teams to deliver a marketing philosophy throughout the marketing planning process
Strong analytical skills and ability to capture insights from data and then translate it into value to the business
Can understand and simplify small tasks
Collaborative and able to form positive partnerships
Intellectually curious and can bring new insights to the organization
Practical wisdom, resilience, and strong project management and execution skills
Enjoy rolling up your sleeves as an individual contributor or member of a team
Excellent communication and presentation abilities and can partner with all levels of the Marketing organization
BA/BS required, Marketing and Financial Services industry knowledge preferred
The TeamThe newly formed Marketing Operational Excellence & Creative team. We develop and drive marketing strategy, planning, impact reporting, operations, learning and development, associate engagement, and creative execution for Institutional & Asset Management Marketing. You will be pivotal in aligning marketing strategies with financial goals. You will play critical role in crafting the marketing strategy of our organization, developing comprehensive marketing plans, analyzing performance metrics, and providing actionable insights to drive business growth.Certifications:Company OverviewFidelity 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 UsAt 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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.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 Accommodation Team by sending an email to accommodations@fmr.com.