Director, Market Intelligence & Competitive Strategy

Fidelity Investments • Smithfield, RI

14h • $103,000 - $211,000

About The Position

Within Fidelity’s Workplace Investing (WI) Client Engagement Group (CEG), the Director, Market Intelligence & Competitive Strategy leads market and competitive intelligence for Stock Plan Services, Executive Financial Services, and Nonqualified Deferred Compensation. The role also assesses developments across retirement, workplace wealth, financial wellness, and participant engagement that may affect these businesses.

The Director provides an independent, outside-in perspective on competitors, market dynamics, client needs, emerging technologies, regulatory developments, and growth opportunities. This individual distinguishes meaningful signals from market noise, develops informed points of view, and translates research into recommendations that shape business strategy, product priorities, commercial execution, and investment decisions.

This is a senior individual-contributor role that leads through expertise and influence, serving as a strategic partner to leaders across Product, Sales, Relationship Management, Marketing, and Strategy.

Requirements

• At least 8 years of experience in corporate strategy, consulting, product strategy, competitive or market intelligence, or a related financial services discipline.
• Bachelor’s degree required.
• Ability to analyze complex markets, develop independent perspectives, and translate findings into actionable strategic recommendations.
• Strong analytical, critical-thinking, and problem-solving skills, including the ability to synthesize qualitative and quantitative information.
• Experience with competitive and market research approaches such as benchmarking, market mapping, scenario planning, win/loss analysis, and opportunity assessment.
• Excellent written, verbal, and executive presentation skills, with the ability to communicate complex issues clearly and influence senior stakeholders.
• Ability to build cross-functional relationships, challenge assumptions constructively, and influence decisions without direct authority.
• Intellectual curiosity, sound judgment, learning agility, and comfort operating in an evolving and ambiguous environment.
• Familiarity with AI, automation, analytics, digital experiences, and other technologies shaping financial services.

Nice To Haves

• MBA or other advanced degree.
• Experience in workplace investing, equity compensation, executive financial services, nonqualified plans, retirement, wealth management, or financial wellness.

Responsibilities

• Establish and lead a market and competitive intelligence agenda aligned with business priorities across Stock Plan Services, Executive Services, NQDC, and adjacent Workplace Investing markets.
• Analyze established providers, emerging competitors, fintech firms, and adjacent market entrants, including their strategies, offerings, technology, pricing, service models, partnerships, and go-to-market approaches.
• Identify and evaluate market shifts, evolving client needs, regulatory developments, emerging technologies, competitive risks, and growth opportunities.
• Develop independent perspectives on market direction and translate research into clear implications, recommendations, and potential actions.
• Create executive presentations, market assessments, competitor profiles, battlecards, dashboards, and recurring intelligence communications.
• Partner with Product teams to assess market needs, benchmark capabilities, identify competitive gaps, and inform roadmaps and investment priorities.
• Support strategic planning, sales opportunities, competitive takeaways, client retention, market positioning, and thought leadership with tailored intelligence.
• Build relationships across Product, Sales, Relationship Management, Marketing, Strategy, and senior leadership to ensure intelligence is timely, relevant, and actionable.
• Manage external research providers, analysts, consultants, industry experts, and data vendors.
• Build scalable processes and tools for collecting, synthesizing, and distributing intelligence, including effective use of AI and automation.
• Evaluate the impact of intelligence programs and continually refine the research agenda based on business needs and outcomes.
• Provide an objective, evidence-based perspective that improves strategic, product, and investment decisions.
• Help Fidelity identify market opportunities and competitive risks.
• Strengthen product differentiation, market positioning, sales effectiveness, and client retention.
• Connect external market developments with internal business priorities and recommended actions.
• Equip leaders and client-facing teams with timely intelligence that supports stronger decisions and client outcomes.
• Build a scalable intelligence capability that advances market awareness, strategic agility, and evidence-based decision-making across Workplace Investing.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources to develop your career
• Bonus or other variable compensation may be included, depending on position and eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Director