Director, Shareholder Communications
Company: Fidelity Investments
Location: Boston
Posted on: September 20, 2023
Job Description:
Job Description:The RoleDo you want to play an important role in
educating the marketplace on Fidelity s mutual fund strategies and
performance outcomes, while showcasing its capabilities as an
active asset manager across multiple platforms and audiences? Well,
here s your chance to do just that, helping some of the brightest
minds in the business craft and disseminate their messaging as part
of a dynamic, results-oriented, customer-obsessed group within FI
Marketing & Communications.\u200BNOTE: With your online
application, please submit writing samples\u00A0that support your
capabilities for this role along with your resume.We are looking
for a Director of Shareholder Communications who is a skilled
storyteller (writer/editor) and analytical thinker who will work
with portfolio managers and other Asset Management colleagues, as
well as seasoned freelance writers, to develop and manage
investment content that is instrumental in driving customer
engagement. By providing transparency and insight into Fidelity s
investment process, and presenting its deep expertise in a
compelling way, you will help to build customer trust/brand loyalty
and strongly contribute to firm-wide efforts to retain and grow
assets.
Working as part of an editorial team responsible for creating and
editing investment content for more than 2,500 commentaries
(public/client-facing) published annually, your responsibilities
include:
- Providing dedicated editorial support for, and develop
expertise of, a wide range of investment strategies across asset
classes
- Reviewing and editing recurring commentaries developed by
internal/contract writers at multiple proof stages, ensuring
editorial consistency and accuracy especially regarding
style/consistency and that materials are comprehensive, balanced,
insightful and reflective of the portfolio manager s (PM s) voice.
Group deliverables include quarterly fund reviews, semiannual PM
Q&As, legally required annual performance summaries, market
recaps and engaging investment thought leadership (PM blogs).
- Developing, enforcing, and evolving editorial standards;
coaching writers to meet these standards and improve their skills
and knowledge of the investment process
- Broad asset-class oversight, but with specialized coverage of
fixed income
- Writing fund commentaries, market overviews and investment
insights each month
- Advancing key initiatives:
- Promoting greater awareness of Fidelity PMs by amplifying their
unique insights as active managers across digital media
platforms
- Driving increased automation in commentary production by
leveraging intelligent (AI) tools for natural-language
generation
- Influencing wider adoption of the technology firmwide
- Providing editorial support for various other fund- and
performance-related communications, including annual Board of
Trustees reviews, as needed
- Working directly and regularly with investment professionals
and subject matter experts (SMEs), including PMs, research
analysts, institutional portfolio managers and product managers, in
developing investment reviews/insights
- Managing written deliverables end-to-end, preparing/maintaining
documents within our template-based publishing platform, revising
content based on feedback from SMEs and other business partners,
ensuring quality control and completeness for print and digital
channels, and helping to promote our work and to fully leverage our
interactions with PMsThe Expertise and Skills You Bring
- MBA or equivalent graduate degree and/or CFA preferred
- 8+ years of relevant experience as a communications
professional in the financial services industry
- Solid understanding of investment products and industry;
in-depth knowledge of equity/fixed-income markets and proficiency
in portfolio and attribution analysis
- Proven experience researching, writing and editing investment
commentaries, articles, white papers, etc.
- Demonstrated expertise in communicating investment strategies,
investment products, or related financial market and economic
topics
- Experience working with asset management and compliance teams
to write materials approved for external investor audiences
- Series 7 and Series 24 securities licenses are preferred but
not required
- Superior editing, analytical and research skills, coupled with
the demonstrated ability to write clearly and creatively and to
ensure that other writers do so as well; prior experience
developing investment-related commentary in Q&A, narrative and
blog format is strongly desired.
- Ability to take complex investment concepts/data and presenting
them in a way that is understandable for investors of all levels of
sophistication
- Strong working knowledge of financial services, mutual funds,
and the securities markets; demonstrated ability to convey this
knowledge through prior writing is mandatory
- Organizational skills along with the ability to meet deadlines
and manage/prioritize various tasks while maintaining a high level
of attention to detail and sustaining overall quality
- Strong interviewing and reporting skills, with an ability to
extract relevant information about portfolio strategies/positioning
and performance outcomes, as well as differentiated investment
insights, and craft into accessible, conversational, well-organized
written content.
- Ability to communicate and collaborate effectively with peers,
colleagues in other groups, middle/upper management and investment
personnel.
- Process oriented with project and quality-control management
skills
- Familiarity with Associated Press (AP) style and investment
product advertising regulatory requirements
- Customer focused with a strong commitment to overall
quality/excellence
- Ability to exhibit grace under pressure and consummate
professionalism
- Integrity, sound judgment, and respect for confidential
informationThe TeamThe Shareholder Communications team within FI
Marketing & Communications is a seasoned, centralized
writing/editing utility with deep investment, editorial and
production management expertise that delivers timely, relevant and
impactful content via high-profile cross-channel digital
distribution and promotion.\u200BCompany OverviewAt Fidelity, we
are passionate about making our financial expertise broadly
accessible and effective in helping people live the lives they
want! We are a privately held company that places a high degree of
value in creating and nurturing a work environment that attracts
the best talent and reflects our commitment to our associates. We
are proud of our diverse and inclusive workplace where we respect
and value our associates for their unique perspectives and
experiences. For information about working at Fidelity, visit
FidelityCareers.com. Fidelity Investments is an equal opportunity
employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or call
800-835-5099, prompt 2, option 2 if you would like to request an
accommodation.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 2022. 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.Many of our associates are continuing to work
remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, 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
\u0022.\u0022We 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 Leave of Absence/Accommodation Team by sending an
email to--, or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Boston , Director, Shareholder Communications, Executive , Boston, Massachusetts
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