Senior Event Marketing Manager at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Marketing, EventsIndustries

Requirements

6-10+ years of experience in event strategy, planning and/or execution, ideally within B2B SaaS tech/start-up
Track record of successfully managing highly-visible projects and complex workloads that results in delivering, accelerating and growing B2B sales pipeline
A startup mentality, customer-first focus with a strong bias to action, and ability to flex in a fast-paced, highly-collaborative environment
Proven project management experience with superior organization and operational skills
Experience with management of budgets, vendors and on-site staff
Experience analyzing and interpreting data to make business recommendations
Ability to travel 10-15% to offsite events
Must be able to lift up to 40 lbs and stand for long periods during event setup, execution, and breakdown
Must work onsite as assigned (currently every other week, all 5 days) and as needed during non-assigned weeks (usually 1 day/week to support packing, shipping, and receiving needs)
Bachelor’s degree or equivalent experience required (Marketing, communications or business preferred)

Responsibilities

Partner with the Head of Marketing to shape event strategy that supports overall business objectives
Contribute insights and recommendations to the annual event calendar, ensuring alignment with marketing and sales priorities
Research and evaluate event opportunities (industry conferences, trade shows, proprietary events, speaking opportunities) to inform strategic decisions and to support vertical and geographic expansion
Manage end-to-end event delivery, including venue selection, vendor coordination, contract negotiation, and on-site execution
Oversee attendee registration, communications, and experience design for in-person, virtual, and hybrid formats
Ensure seamless execution under tight timelines and dynamic conditions
Align event programs with demand generation goals to drive qualified leads and measurable pipeline growth
Partner with sales and marketing teams to ensure event follow-up processes convert leads into opportunities
Develop strategies to maximize attendee engagement and conversion throughout the event lifecycle
Plan and execute internal events such as all-hands meetings, team offsites, and Fidelity Labs employee engagement activities
Manage logistics, communications, and experience design for internal gatherings that foster connection and alignment
Track and manage event budgets, ensuring cost efficiency and accurate reporting
Source, negotiate, and maintain strong relationships with vendors, agencies, and event technology providers
Responsible for branded merchandise inventory management and fulfillment
Oversee procurement processes for marketing team, ensuring compliance with company policies and timely approvals
Define KPIs and measure event success, including pipeline contribution, lead quality, and attendee engagement
Analyze data and provide actionable insights to improve future event outcomes and ROI
Drive post-event follow-up processes to accelerate lead conversion

Skills

Event Strategy

Event Planning

Event Execution

Vendor Management

Contract Negotiation

Demand Generation

Lead Generation

Pipeline Management

ROI Analysis

Cross-Functional Collaboration

Attendee Engagement

Hybrid Events

Virtual Events

Trade Shows

Speaking Opportunities

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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