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VP, Marketing Tax Exempt Market

3 months ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:



The Role

The VP, Marketing develops and implements a comprehensive B2B2C marketing strategy to meet strategic business goals. The role reports to the SVP, Communications, Marketing and Analytics for the Tax-Exempt Market business unit. and leads a team of eight B2C and B2B marketers located across 4 different regional sites. The team contributes to client growth & retention, client and participant satisfaction, and growing lifetime relationships for Fidelity



The Expertise and Skills You Bring

  • Bachelor s Degree or equivalent experience with 15+ years of overall work experience and 5+ years within Financial Services
  • 10 + years of marketing leadership experience
  • 2 + years managing teams of 5 or more professionals
  • FINRA Series 7 and 24 licenses upfront but may be acquired within first 90 days of employment
  • Understanding of 401(k) and 403(b) plans a plus
  • Significant experience developing digital marketing channels, crafting strategic plans and meeting business targets.
  • B2B and B2C marketer who understands that client first methodology leads to better outcomes for all
  • Influences strategic planning and product/service delivery collaborating with large, complex clients to promote adoption of Fidelity solutions to meet their needs; translating plans into impactful and measurable actions
  • Builds relationships with business partners to resolve end-to-end process issues. Strong organizational navigator that can champion and influence initiatives and tackle complex problems
  • Proven leader in cultivating a vibrant and inclusive team environment; attract, retain and developing talent
  • Uses data-driven insights and a deep understanding of paid, earned, and owned marketing channels and efficient mix to develop strategies and programs that will drive client engagement and spark employees to take action.
  • Optimizes B2B/B2C marketing initiatives with across Fidelity s personal and workplace lines of business; build point of view on plan sponsor and participant marketing efficiency for our partners and leadership.
  • Establishes relationships across highly matrixed organization to align with and leverage cross company efforts, influencing others to prioritize and support Tax Exempt initiative when needed.
  • Brings innovative ideas to the team & business proactively and is willing to try new things and lead broad-based initiatives.
  • Recruits, leads and develops a strong team; provides continuous feedback and formal reviews during quarter and year-end review cycles.
  • Builds cases for additional investment into marketing team and programs
  • Reviews key performance indicator metrics and trends to adjust plans as needed to ensure efforts are having desired impact, drive action plans and holds teams accountable for results.


The Team

The Analytics, Marketing & Communications team is within Fidelity s Tax-Exempt Market business unit where we serve nonprofit employers and their employees. These organizations are mission- driven and strive to provide their employees, who frequently serve others, with benefits programs that support their evolving needs. The VP, Marketing works closely with our sales organization, client-facing teams and internal partners to inform the development of strategies and programs to engage prospects, strengthen relationships with clients, and engage employees to take action with their workplace benefits.





Certifications:

Series 07 - FINRA, Series 24 - FINRA

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.

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.