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Director, Investment Marketing Services - Planning & Enablement
Smithfield, Rhode Island, USA
·
On-site
·
Full-time
·
3w ago
必須スキル
Excel
Project Management
Job Description:
The Role
Are you energized by connecting dots across teams, optimizing operating models, and enabling a high-performing organization to deliver at scale? In this role, you’ll lead capacity planning, design measurement frameworks, manage critical cross-team initiatives, and strengthen team readiness through forward-looking capability planning and a culture of continuous learning and improvement. Come join us and help shape how Fidelity delivers high‑volume, high‑impact investment marketing content faster and smarter to meet the dynamic needs of our Institutional and Asset Management business.
The Expertise and Skills You Bring
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Bachelor’s Degree required
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8 years of experience working in financial services or a similarly complex environment in a planning, marketing operations, project management, business operations, or consulting capacity
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Knowledge of marketing content production or other regulated, data‑intensive, technology‑driven production environments preferred
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Proven ability to lead complex, cross‑functional initiatives from discovery through implementation; highly organized project manager who thrives in fast‑paced environments with shifting priorities
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Experience building and maintaining models to forecast capacity, resourcing, and output
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Proficiency in defining performance metrics, building dashboards and reporting, and establishing underlying processes to ensure data accuracy and insight generation
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A fast learner with the ability to quickly master new domains, diagnose operational issues and business requirements, and propose practical solutions
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Strong interpersonal and communication skills, with the ability to lead through influence across diverse stakeholder groups
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Skilled in Excel and data manipulation tools (pivot tables, formulas) and comfortable interpreting operational data to drive decision‑making
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Skilled in PowerPoint and able to translate complex operational and planning concepts into clear, organized findings and recommendations
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Curiosity and a continuous improvement mindset, with enthusiasm for enhancing processes, strengthening capabilities, and improving team efficiency
The Team
Our marketing team partners closely with Fidelity investment teams to produce and scale thousands of impactful and timely investment materials crafted to help retail, intermediary, and institutional audiences understand how Fidelity can address their unique investment challenges. Come explore our dynamic team!
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
Program/Project Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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模擬応募者数
0
スクラップ
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Fidelityについて

Fidelity
BootstrappedFidelity Investments, formerly known as Fidelity Management & Research (FMR), owned by FMR LLC and headquartered in Boston, Massachusetts, United States, provides financial services.
1-50
従業員数
Chatham
本社所在地
レビュー
3.9
10件のレビュー
ワークライフバランス
3.7
報酬
4.2
企業文化
4.1
キャリア
2.8
経営陣
3.4
72%
友人に勧める
良い点
Supportive management and colleagues
Excellent benefits and compensation
Good work-life balance and flexibility
改善点
Limited career advancement opportunities
High pressure and demanding workload
Management responsiveness issues
給与レンジ
43件のデータ
Junior/L3
Mid/L4
Senior/L5
Director
Junior/L3 · AM Quantitative Research Analyst
1件のレポート
$72,741
年収総額
基本給
$63,211
ストック
-
ボーナス
-
$72,741
$72,741
面接体験
6件の面接
難易度
3.2
/ 5
期間
14-28週間
体験
ポジティブ 0%
普通 67%
ネガティブ 33%
面接プロセス
1
Phone Interview
2
Video Interview
3
Offer
4
Background Check
5
Fingerprinting
6
Drug Test
よくある質問
Customer service scenarios
Financial services knowledge
Behavioral questions
Technical cybersecurity concepts
ニュース&話題
Fidelity, Fed raise red flags on 401(k)s and IRAs - thestreet.com
thestreet.com
News
·
1d ago
Johnson vs Johnson: Dramatic Family Battle In $18 Trillion Empire - NDTV
NDTV
News
·
2d ago
Why Fidelity National Financial (FNF) Stock Is Up Today - StockStory
StockStory
News
·
2d ago
The Father-Daughter Showdown That Shook an $18 Trillion Investing Empire - WSJ
WSJ
News
·
2d ago