VP, Portfolio & Advisory Solutions Marketing at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Minimum Bachelor’s Degree or advanced degree
10+ years of experience working in financial services industry in a marketing communications/program management capacity
Deep knowledge of financial services and/or investment products; familiarity with multi-asset class, managed account and portfolio construction solutions preferred
Expertise in all aspects of marketing content development
Experience developing integrated marketing plans
Product marketing experience, including experience developing value propositions and messaging, defining product names/brands, and driving product marketing strategy
Excellent writing skills and the ability to translate technical information into compelling messaging that resonates with target audiences
Creativity and curiosity to develop innovative ways to tell the investment story
Excellent interpersonal communication skills
Outstanding organizational skills, consistently setting and meeting deadlines, prioritizing or re-prioritizing, and using good judgment in engaging business partners

Responsibilities

Lead the Portfolio & Advisory Solutions Marketing team
Drive marketing strategy and oversee execution of integrated product marketing plans that deliver compelling storytelling and power growth in Fidelity’s managed account, separately managed account, model portfolio and portfolio construction solutions
Partner closely with investment, product, and distribution leaders to align on strategy and ensure high quality delivery of a wide array of marketing activities
Develop product launch plans, product naming and messaging, collateral, presentations, and digital content

Skills

product marketing

marketing strategy

financial services

investment products

managed accounts

portfolio construction

value propositions

messaging

product naming

content development

writing skills

integrated marketing plans

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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