About The Position

Our Employer and Advisor Marketing team is looking for a Marketing Manager to join the Financial Help and Advice team to support driving awareness of our Workplace Investing financial help offerings. This role will include a focus on Lifetime Financial Help (LFH) portfolio (financial wellness, goal booster and retirement income services). This role is responsible for executing strategies that increase awareness, generate qualified leads, and support the sales pipeline across multiple channels, including digital, content, email and events.

Requirements

  • 2-5 years of experience in B2B marketing, preferably in financial services
  • Bachelor’s degree
  • Experience marketing and content development
  • Strong project management skills and ability to work independently to advance projects across multiple platforms, channels, and partner organizations
  • Outstanding relationship-building skills
  • Excellent communication skills

Responsibilities

  • Collaborate with marketing, product, sales, investment strategists and relationship management teams to understand target audiences, and market opportunities related to LFH portfolio
  • Support the execution of multi-channel B2B marketing campaigns (including email, webinars, and events), ensuring consistent messaging across all channels
  • Optimize campaigns through set up of learning agendas and data analysis; quickly pivot based on results
  • Partner with our digital channel, performance marketing and web teams to design, test and evolve creative campaign tactics
  • Learn and apply legal/fiduciary standards and submit for review to support business objectives and accurately driving towards our campaign dates and goals
  • Craft product positioning and value prop creation for several products and experiences in the Lifetime Financial Help portfolio
  • Drive employer advocacy by connecting the work from the Lifetime Financial Help area to the overall Fidelity B2B value story
  • Partner with product, sales and relationship management teams to craft sales collateral that best position these offerings to clients and prospects
  • Maintain and manage marketing content inventory to ensure all collateral is current, accurate and compliant.
  • Ensure consistent messaging across all marketing materials and channels
  • Support the maintenance and ongoing updates of the LFH RFP database to ensure responses are current and aligned with product positioning
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