Fidelity Investments Chapter Member, Segment Marketing and Acquisition in Boston, Massachusetts

As a Segment Marketing and Acquisition Chapter Team Member you blend business and marketing expertise with passion for uncovering consumer insights. In a cross-functional squad, you will use your area of your expertise to develop marketing initiatives that deliver consumer value and business outcomes. You will also be committed to maintaining and developing your own expertise and knowledge, with support from your Chapter Lead, to ensure you bring the latest thinking to your role.

The Expertise We’re Looking For

  • BS/BA required. MBA preferred

  • 10 years of work experience

o Product, Segment, or Brand management

o Strategy or marketing consulting

  • Financial services experience preferred, but not required

  • Marketing focused experience within the brokerage or equity trading industry would also be a plus.

  • Digital experience and marketing

  • Experience within an Agile environment is a strong plus.

The Purpose of Your Role

As Segment Marketing and Acquisition Chapter Member, you play a vital role working in a cross-functional team within Fidelity. Your role will include driving marketing strategy and execution that is informed by data-driven consumer insights and analysis. You will report to a Chapter Lead in Segment Marketing and Acquisition, but spend the majority of your time embedded in an autonomous squad. There, you will work as a squad member in the area of your expertise helping to inform squad backlogs, sprint prioritization and completing work within your area of expertise to maximize consumer value and deliver business outcomes.

The Skills You Bring

  • You are a collaborator—you are able to build and establish strong cross-functional partnerships and relationships within your squad and across the organization

  • You are able to facilitate candid debate to influence decision-making through the use of written and verbal communications grounded in data and insights.

  • You enjoy and have expertise in marketing strategic planning and execution, and are ready to roll up your sleeves to get work done

  • You are committed to cross-functional collaboration to achieve the best experience for our customers and results for Fidelity

  • You are intellectually curious and appreciate learning new skills and capabilities, e.g. agile principles

  • You bring a data-driven approach to decision making, both in day-to-day management and in making strategic trade-offs

The Value You Deliver

  • Monitoring and analyzing the client base and activity trends to develop hypothesis, strategies and opportunities to drive client and business results

  • Clearly articulate client needs and insights by actively interacting with internal and external clients to understand their needs and determine experience, content, and marketing communications initiatives

  • Review, understand, and integrate data and information on the business, market, competitors, and clients to assess opportunities for growth

  • Create marketing strategies that align with consumer needs and business KPIs

  • Partner with chapter members, squads, and marketing functions to develop marketing communications campaigns and programs, to drive client awareness and engagement, client satisfaction and growth of the business. Programs include strategy articulation, opportunity sizing, budgets and ROI, etc.

  • Optimize marketing performance to inform new data-driven hypothesis in a test and learn environment

How Your Work Impacts the Organization

The marketing strategies and experiences your squad delivers will directly impact the customer experience and our business outcomes. Marketing programs contribute to our business KPIs and you will partner with analytics team members to measure the incremental business outcomes of marketing initiatives and capture learning that can be applied to future work. Your role is critical in delivering an insightful marketing strategy, marketing communications that deliver customer value.

Company Overview

At Fidelity, we are focused on 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. For information about working at Fidelity, visit

Everyone craves a way of working that empowers them to unleash their best work and inspire better futures for more people. Our new way of working will enable you to deliver what matters most to our business, our clients and our people. By being wired for speed and innovation with support, coaching and a regular dose of inspiration, your skill sets will be applied to our aligned initiatives providing you the opportunity to quickly make a difference in our customers’ lives.

/ Fidelity Investments is an equal opportunity employer. /

Job: *Segment Marketing

Title: Chapter Member, Segment Marketing and Acquisition

Location: MA-Boston

Requisition ID: 1802092