Fidelity Investments

Marketing Manager, Employer Marketing, Financial Help & Advice Solutions

Fidelity Investments  •  United States (Onsite)  •  1 day ago
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Job Description

Fidelity will not provide immigration sponsorship for this position.

Job Description

Job Description:

Our Employer and Advisor Marketing team is looking for a Marketing Manager to join the Financial Help and Advice team to support driving awareness of our Workplace Investing financial help offerings. This role will include a focus on Lifetime Financial Help (LFH) portfolio (financial wellness, goal booster and retirement income services). This role is responsible for executing strategies that increase awareness, generate qualified leads, and support the sales pipeline across multiple channels, including digital, content, email and events.

The Role

Marketing Strategy

  • Help collaborate with marketing, product, sales, investment strategists and relationship management teams to understand target audiences, and market opportunities related to LFH portfolio

Campaign and Program Management

  • Support the execution of multi-channel B2B marketing campaigns (including email, webinars, and events), ensuring consistent messaging across all channels
  • Help optimize campaigns through set up of learning agendas and data analysis; quickly pivot based on results
  • Partner with our digital channel, performance marketing and web teams to design, test and evolve creative campaign tactics
  • Learn and apply legal/fiduciary standards and submit for review to support business objectives and accurately driving towards our campaign dates and goals

Content and Messaging

  • Help craft product positioning and value prop creation for several products and experiences in the Lifetime Financial Help portfolio
  • Help drive employer advocacy by connecting the work from the Lifetime Financial Help area to the overall Fidelity B2B value story
  • Partner with product, sales and relationship management teams to craft sales collateral that best position these offerings to clients and prospects
  • Maintain and manage marketing content inventory to ensure all collateral is current, accurate and compliant.
  • Ensure consistent messaging across all marketing materials and channels
  • Support the maintenance and ongoing updates of the LFH RFP database to ensure responses are current and aligned with product positioning

The Expertise and Skills You Bring:

  • 2-5 years of experience in B2B marketing, preferably in financial services
  • Bachelor’s degree
  • Experience marketing and content development
  • Strong project management skills and ability to work independently to advance projects across multiple platforms, channels, and partner organizations
  • Outstanding relationship-building skills
  • Excellent communication skills

The Team

  • You will be a key contributor on the Financial Help and Advice Solutions B2B marketing team, helping to realize our internal and external goals.
  • We have a collaborative and positive team culture with the ability to impact high-growth B2B marketing goals.
  • You’ll have opportunity for great professional growth and learning opportunities in a fast-paced environment

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Category

Marketing

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.

Fidelity Investments

About Fidelity Investments

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.

For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Boston, MA
Year Founded
1946
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