Vice President, Market Insights

Fidelity Investments • Smithfield, RI

1d

About The Position

The Vice President, Workplace Insights supports the Client Engagement Group and Workplace Investing (WI) Senior Leadership Team by developing external industry perspective and insights that will impact WI strategic priorities and help Fidelity compete in the marketplace. The role will lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business. Sitting at the intersection of data, insights and voice of customer, this role will help the WI organization filter out true signal from noise (key voice on what trends/signals matter most to Fidelity), understand Fidelity’s position in key markets and influence strategic investments to position Fidelity for long term success. As a key member of the Workplace Insights team, this role’s contributions will directly impact efforts to grow, run, and scale the business.

Requirements

• Bachelor’s degree and MBA required.
• 10+ years’ experience in financial services and/or strategy consulting.
• Robust analytical thinking and a creative approach to tackling strategic business issues.
• Ability to lead sophisticated projects and strategic research across teams, and exercise influence and autonomy amidst shifting priorities and timelines.
• Analyze the momentum of fintech startups, AI, tech markets, and competitive dynamics.
• Ability to contribute to projects / initiatives in a variety of capacities to help ensure successful outcomes.
• Proficiency in verbal / written communication and comfort with storytelling and presentation tools, including the Microsoft Office suite, Tableau or PowerBI.
• Willingness to learn and adapt quickly; to offer and accept feedback.

Nice To Haves

• Knowledge of Fidelity could be meaningful for navigating organization and achieving goals.

Responsibilities

• Lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business.
• Filter out true signal from noise (key voice on what trends/signals matter most to Fidelity).
• Understand Fidelity’s position in key markets.
• Influence strategic investments to position Fidelity for long term success.
• Contribute to efforts to grow, run, and scale the business.

Benefits

• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

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