Senior Manager, Workplace Insights

Fidelity Investments•Smithfield, RI

1d•$89,000 - $180,000

About The Position

Fidelity’s Workplace Investing (WI) Client Engagement Group is seeking a strategic and analytical professional to join our Competitive Insights team as a Sr. Manager, Workplace Insights. In this role, you will conduct competitor research and analysis focused on workplace benefits solutions, delivering actionable insights that support product strategy, sales enablement, and market positioning. This is a hands-on, value-adding role suited for someone who enjoys working collaboratively and is motivated by using data and research to influence business decisions. This role suits someone who is inherently inquisitive, with a strong interest in emerging technologies and industry trends, continuously seeking to deepen knowledge and uncover insights. You’re a great fit for this role if you are comfortable operating in ambiguous environments, with a strong ability to synthesize disparate information, identify patterns, and translate findings into clear, actionable insights.

Requirements

Minimum of 8 years of experience in research, data analysis, or competitive intelligence.
Understanding of market and competitive research methodologies, sources, and tools.
Proven ability to synthesize complex information and communicate insights effectively to diverse audiences.
Experience influencing through research-backed recommendations.
Demonstrated familiarity with and experience researching recordkeeping fintech solutions, HRIS platforms, and the broader disruptor ecosystem.
Strong stakeholder management skills, with the ability to collaborate across sales, product, and relationship management teams.
Proficiency in transforming and analyzing large datasets; familiarity with tools such as Excel, PowerBI, Tableau, etc.
Exceptional communication skills—written, verbal, and visual—with confidence presenting.

Responsibilities

Conduct competitive research to identify trends, opportunities, and threats in the workplace benefits space.
Translate complex data into clear insights that inform decision-making across product, sales, and relationship management teams.
Develop and communicate a strong point of view on market dynamics and implications for Fidelity.
Build and maintain relationships with internal stakeholders and external research vendors.
Transform large datasets and apply analytical techniques to uncover meaningful patterns and opportunities.
Present findings through compelling written, verbal, and visual storytelling tailored to executive and cross-functional audiences.