What are the responsibilities and job description for the Vice President, Market Insights position at Fidelity Investments?
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Job Description
Job Title , VP WI Market Insights
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
Skills
Successful candidates will be strong leaders with critical thinking and analytical skills and be capable of turning research and data into insights:
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
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, 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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.
Job Description
Job Title , VP WI Market Insights
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
Skills
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 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
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, 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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.
