Job Description:

Head of TEM Marketing, Communications and Client Analytics

The Role

This position reports to the Head of Tax Exempt and Lifetime Engagement and is a key member of the senior leadership team. The position will be responsible for leadership and strategic of end-to-end marketing, communications and client analytics for Tax Exempt (non-profit) organizations. The team provides both B2B and B2C marketing and communications needs. The team supports client engagement, support sales/new business efforts and education events so that our non-profit clients can ensure financial wellness for their employees.

• Develops and executes a comprehensive, long-term and proactive organization-wide communications, marketing and branding strategy to meet strategic business goals

• Leverage and grow data-driven insights to drive new client engagement (optimize brand perception), increase employee engagement for plan sponsors and drive lifetime engagement for our participants.

• Optimize B2B/B2C marketing initiatives with across Fidelity’s personal and workplace lines of business; build point of view on plan sponsor and participant marketing effectiveness for our partners and leadership

• Create clear measurements and KPIs aligned to the business strategy.

• Build relationships and drive thought leadership across highly matrixed organization as we industry leaders to facilitate lifetime engagement.

• Create relevant, personalized yet scalable experiences for our clients and future customers

• Foster an inclusive, energized and continuous learning environment for team associates who possess diverse functional expertise within the teams

The Expertise You Bring

• Bachelor’s Degree or equivalent experience

• Series 7 and 24 required, may be acquired while in role.

• Minimum of 5 years in the financial industry; working knowledge of 401(k)/403(b)/457 qualified and non-qualified defined contribution plans a plus

• Minimum 15 years marketing leadership experience

• Significantxperience developing digital marketing channels with demonstrated results creating strategic plans and meeting business targets.

• Deep B2B and B2C marketer who understands that client first methodology leads to better outcomes for all.

• Proven success with influencing strategic planning and product/service delivery through collaboration with large, complex clients to influence adoption of Fidelity solutions to meet client needs; translating plans into impactful and measurable actions

• Experience providing strategic leadership across a business products and matrixed support with competing priorities

• Ability to form relationships with business partners to resolve end-to-end process issues. Strong organizational navigator that can champion and influence initiatives and solve complex problems

• Proven leader in cultivating a vibrant and inclusive team environment; attract, retain and developing talent

The Team

The Fidelity Tax Exempt Market (TEM) marketing, communications and client service analytics team serves millions of healthcare, education, public sector and faith-based workers to help them achieve financial wellness.

Certifications:

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, detailed in this document, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.