Fidelity Investments Marketing Vice President- Segment Marketing Chapter Lead in Boston, Massachusetts

As a Segment Marketing and Acquisition VP Chapter Lead you blend deep business and marketing expertise with a passion for coaching and developing people. In an Agile format and structure, you will directly oversee a team of chapter members, who will primarily work within autonomous squads, but report and align to you. You will help them grow and develop in their area of expertise and ensure alignment on the “how” of the work they perform in squads. As a player/coach, you will spend fifty percent of your time working in a squad environment leveraging you area of expertise and helping to advance the work and using your experience to maximize squad performance for the overall business and our clients. As a coach, you will work with your chapter team members in helping them develop theirs skills as well as help with any business challenges and opportunities being solved in the squad. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and help to empower others with that knowledge to spread it throughout Fidelity Personal Investing division.

The Expertise We’re Looking For

  • BS/BA required. MBA preferred

  • 15 years of work experience

o Product, Segment, or Brand management

o Strategy or marketing consulting (including consumer insights, data and analytics)

  • Digital experience and marketing

  • Financial services experience preferred but not required

  • Agile experience preferred, but not required

The Purpose of Your Role

As Segment Marketing and Acquisition Chapter Lead, you play a vital role working in a cross-functional team within Fidelity. Your role will include developing an integrated understanding of market and client insights and using these insights to develop and manage effective marketing and communication integrated programs; driving enhancements to the client experience; and assessing on an ongoing basis the impact of the strategies on the key business metrics. A successful candidate will have strong partnering skills, a proven ability to build and deploy client development strategies, skills and passion in analyzing and integrating data, and will be highly organized with abilities to manage multiple programs simultaneously and adapt quickly to changes required as a result of market and competitive forces.

The Skills You Bring

  • Driving Transformation — you will help support and lead in Fidelity’s transformation to a better way of working, while actively creating and maintaining the culture within the chapter based on Fidelity and agile leadership behaviors

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

  • 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

  • Outstanding analytical skills - Monitor and analyze the client base and activity trends to develop hypothesis, strategies and opportunities to drive client and key business results

  • Ability to present/share complex information effectively across the organization in a way that is easy for others to understand

  • Ability to clearly articulate client needs and insights through actively interacting with internal and external clients to understand their needs and determine an experience, content, and marketing communications initiatives.

  • Deep understanding and experience in digital experience design and marketing

  • Ability to partner with tribes and squads to drive the learning agenda and hypotheses to gather the voice of the client and voice of the business to identify opportunities to enhance client loyalty and growth

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

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

How Your Work Impacts the Organization

The marketing strategies and experiences your Chapter 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 leading a team 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: Marketing Vice President- Segment Marketing Chapter Lead

Location: MA-Boston

Requisition ID: 1803213