Director, Plan Sponsor Marketing

1 month ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

As a Director Plan Sponsor Marketing you ll blend business acumen with marketing skills to help engage benefits leaders at not-for-profit organizations such as healthcare providers, colleges & universities, and faith-based institutions. You ll have a hand in helping the relationship managers and institutional sales teams share the latest insights and showcase resources Fidelity can provide to help our clients lead a successful benefits program and improve their employees overall well-being. \u00A0\u00A0

The Team

The Director Plan Sponsor Marketing is a member of the Communications, Analytics, and Marketing team within the Tax-Exempt Market (TEM) business unit at Fidelity. This business unit provides retirement plan services to benefits leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges & universities). Our dedicated business unit includes client-facing associates (i.e. relationship managers, communications consultants, financial planners), an analytics team and product developers.

The Plan Sponsor Marketing team develops programs and to engage benefits leaders and consultants and strengthen their relationships with Fidelity. The team provides industry and plan insights, information on new products and services and helps keep clients apprised on legislative and regulatory changes. The team also manages the relationships with several industry associations and hosts client events throughout the year.

The Expertise and Skills You Bring

  • BS/BA required, MBA or applicable Master s degree a plus
  • 7-10 years in Financial Services with some marketing strategy & communications experience preferred
  • Series 6 or 7 a plus
  • Ability to create and execute an integrated marketing plan leveraging multiple distribution channels through exploration, differentiated marketing strategies & program execution
  • Ability to envision, strategize, and lead external messaging and events from ideation to detailed execution
  • Strong written communication and presentation abilities
  • Cross-functional collaboration with success influencing decision-making and forming effective working relationships with other business partners
  • Experience leading workstreams with multiple internal and outside of direct team dependencies
  • Keen attention to detail and ability to plan, prioritize, and take initiative with minimal direction
  • Experience gathering and using data-driven insights to inform work, make decisions, assess program effectiveness, and identify improvement opportunities
  • Comfort working in a dynamic environment, managing multiple priorities concurrently and making decisions/taking action to ensure quality delivery against commitments

The Value You Deliver

  • End-to-end program management of industry association relationship and related activities; ongoing assessments with adjustments to improve ROI
  • Lead experience design and logistics coordination of multiple client events; partner closely with business partners through successful execution \u00A0
  • Identifying timely and relevant topics and presenters for speaking opportunities (internal and external); lead prep and follow up
  • Manage communications and meetings with Tax Exempt Client Advisory Board throughout the year
  • Create integrated marketing and distribution plans for thought leadership that includes event/sponsorship activation elements, PR, digital content, sales campaigns
  • Help represent TEM business on cross-market initiatives. Connect B2B strategies, share TEM-specific requirements and/or lead development of materials to support related TEM-specific needs, partnering with various marketing, product, and internal support teams.\u00A0
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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelitys 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 .

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