Director, Workplace Investing B2B Marketing

Company: Fidelity Investments
Location: Boston
Posted on: September 19, 2023

Job Description:

Job Description:We are looking for a Marketing Director to join our Product Growth and Client Development team to support the Financial Foundations business. Financial Foundations strives to help our clients with everyday financial concerns and provides the tools and education in a personalized way to meet their individual needs. The role will report to the Vice President of Product Marketing and Client Development
The Role
This role is part of the Product Marketing organization within Workplace Investing.\u00A0This team is responsible for the strategic marketing and lead gen efforts for 13 products, services & offerings including health benefits, Defined Benefits, Retirement Income, Personalized Planning & Advice, Student Debt, Workplace Giving, the first ever Digital Asset Account, Asset Management and our newest an API Platform that allows us to connect to clients and partners, seamlessly, quickly and securely. You will be part of a team that thrives on driving growth through digital channels, supporting one another in learning and best practices to grow the overall Workplace Investing business.Our passion is in advancing the growth of these products through meaningful B2B2C customer experiences.
As the B2B Marketing Director you will focus on Financial Foundations awareness and adoption strategies, blending product and marketing expertise to drive the offering s value proposition and story, and help connect that story to the overall Workplace Investing value proposition.
You will use a continuous-learning mindset to understand the intricacies of the Financial Foundations offering and become a subject matter expert for positioning and promoting Financial Foundations to internal partners and Plan Sponsor clients and prospects. You will use outstanding storytelling capabilities to demonstrate how Fidelity s tools and solutions can improve the financial outcomes of employees. You will partner closely with a wide network of internal partners to advance the Financial Foundations experiences and growth objectives.
Key Responsibilities\u00A0

• Crafting the B2B Strategic Product Marketing plan with the Go to Market Squad Lead for Financial Foundations.
• Work with the B2C team to build the B2B2C strategy.
• Partner with sales, product, and relationship management teams to develop the positioning to craft collateral and marketing messages that best position Financial Foundations to employers.
• Become a subject matter expert on the Financial Foundations offering to speak knowledgably to senior team members.
• Work with the Client Engagement team to craft a compelling Financial Foundations story using data and ensure this story integrates with the Engaging Employee experience messaging and framework.
• Lead the strategy and execution for all go-to-market product launches
• Identify, analyze, and report out on success metrics and quickly pivot based on results.The Expertise and Skills You Bring
  
  • Bachelor s degree: MBA preferred.
  • 10+ years successfully developing and driving marketing initiatives and campaigns with large cross-functional teams.
  • A digital-first, data-driven approach, and desire to leverage data and insights to drive marketing strategy.
  • Be the marketing SME across all functional teams; consult on/shape business partner questions/hypotheses and advise on potential marketing efforts and develop a comprehensive digital-first marketing plan.
  • Develop the marketing strategy by understanding the competitive market, the evolving financial environment, and the pending legislation that will impact the product.
  • Measurement / reporting - optimize awareness and engagement to drive desired customer and business outcomes and refine strategy based on findings.
  • Passion for marketing and desire to assess emerging marketing trends as part of an ongoing learning agenda.
  • Ability to lead multiple projects at once with a superior level of detail orientation; bias for action and desire to be responsible for the outcome.
  • Strong professional presence with excellent written/verbal communication skills, including meeting facilitation, and the ability to create compelling support materials.
  • Exemplifies leadership and persistence while navigating various platforms and channels, with a willingness to question the status quo while driving innovation.
  • Strong project management skills to advance projects across multiple platforms, channels, and teams.
  • Ability to work independently, driving projects to completion in a matrixed environment.
  • Exceptional relationship-building skills with product, marketing, sales, and relationship management partners.Please see below for the salary range for work locations in Colorado only:N/A
    
    Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A
    
    Please see below for the salary range for work locations in California only:N/A
    
    Please see below for the salary range for work locations in Washington only:N/A
    
    Certifications:Company OverviewFidelity Investments is a privately held company with a mission--to strengthen the financial well-being of our clients.--We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a--, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to--Find Your Fidelity--at--.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Keywords: Fidelity Investments, Boston , Director, Workplace Investing B2B Marketing, Executive , Boston, Massachusetts