Director, Market and Business Intelligence

Fidelity Investments•Jersey City, NJ

1d•$103,000 - $211,000

About The Position

The Role We are seeking a Director of Market and Business Intelligence who will be a senior individual contributor within the Growth Initiatives and Market Intelligence team. You will be responsible for shaping and accelerating Fidelity Institutional’s growth strategies through sharp market insight and commercial judgment. Reporting to the VP, Market and Business Intelligence, you will partner closely with Sales, Relationship Management, Product, and Strategy leaders to identify growth opportunities, pressure-test assumptions, and translate external market dynamics into decisive commercial action. You will go beyond traditional market research delivery to drive prioritization, influence go-to-market decisions, and unlock new sources of revenue and client growth across Intermediary and Institutional channels. Market Expertise Focus This role requires deep, practical familiarity with how financial products are distributed, evaluated, and adopted across intermediary and/or institutional markets. The ideal candidate brings firsthand exposure to broker/dealer, RIA, and/or institutional client segments (e.g., endowments and foundations, pensions, asset owners) and understands the real-world mechanics of distribution including client decision-making processes, platform dynamics, economics, and competitive considerations. This market fluency is critical to ensuring growth strategies and go-to-market decisions are grounded in how the market actually operates, not just how it is analyzed.

Requirements

MBA or equivalent advanced degree or experience
Experience producing market or thought leadership content for senior executive or client audiences
Familiarity with wealth management, asset management, custody, or institutional investment platforms
Background in a matrixed, evolving, or growth-oriented organization
12 years of experience in financial services, with demonstrated exposure to market intelligence, growth strategy, consulting, distribution strategy, or commercial roles
Strong working knowledge of Intermediary (broker/dealer, RIA) and/or Institutional (asset owners, pensions, EFs) distribution models, economics, and decision-making processes
Proven ability to translate market and competitive insights into actionable growth strategies and business outcomes
Experience partnering closely with Sales, Relationship Management, Product, or Strategy teams to support commercial execution and go-to-market success
Hands-on familiarity with market research tools, industry data sources, and competitive intelligence frameworks, paired with sound commercial judgment
Exceptional communication and presentation skills, with the ability to distill complexity into clear, decision-ready narratives for senior stakeholders
Highly autonomous, comfortable operating in ambiguity, and motivated by building, shaping, and scaling growth-oriented capabilities

Responsibilities

Identify and shape near- and long-term growth initiatives by translating market, client, and competitive insights into clear strategic recommendations
Serve as a strategic partner to Intermediary and Institutional Sales and Relationship Management leaders, helping them prioritize opportunities, target the right segments, and refine go-to-market approaches
Apply deep knowledge of intermediary and institutional distribution models to inform commercial strategy, product positioning, and client engagement decisions
Connect external market signals, client needs, competitor behavior, regulatory and structural shifts to specific commercial actions tied to revenue, acquisition, and retention outcomes
Pressure-test growth strategies, product concepts, and distribution plans against real-world market mechanics and buyer behavior
Identify and size whitespace opportunities, emerging trends, and risks that could materially impact Fidelity Institutional’s growth trajectory
Develop executive-ready points of view, presentations, and thought leadership that help leaders decide where to place bets and how to win
Contribute to the continued evolution of the Growth Initiatives and Market Intelligence team as a proactive, insight-driven growth partner embedded in the commercial rhythm of the business