Director, Marketing - Fidelity Institutional Portfolio Construction

📌 Core Information

🔹 Job Title: Director, Marketing - Fidelity Institutional Portfolio Construction

🔹 Company: Fidelity Investments

🔹 Location: Boston, MA

🔹 Job Type: Full-Time, Hybrid (On-site every other week)

🔹 Category: Marketing

🔹 Date Posted: April 18, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site (Hybrid)

🚀 Job Overview

Key aspects of this role include:

• Developing and executing product marketing plans for Fidelity’s Integrated Portfolio Construction capabilities
• Collaborating with investment, product, and distribution teams to deliver marketing activities
• Driving integrated messaging and content strategy for Portfolio Construction Solutions
• Working in a diverse and fast-paced marketing role with opportunities to collaborate across the Marketing organization

ASSUMPTION: This role requires a strong background in financial services marketing, with a focus on investment products. The ideal candidate will have experience working with intermediary and institutional investors.

📋 Key Responsibilities

✅ Develop and execute product marketing plans for Fidelity’s Integrated Portfolio Construction capabilities

✅ Collaborate with investment, product, and distribution teams to deliver marketing activities, including product launch plans, collateral, presentations, and digital content

✅ Drive integrated messaging and content strategy that weaves together asset allocation, investment research, risk management, and other concepts into a cohesive, compelling story

✅ Lead complex marketing projects through execution with sharp attention to detail

✅ Translate technical information into compelling messaging that resonates with target audiences

✅ Demonstrate creativity and curiosity to develop innovative ways to tell the investment story

✅ Manage relationships with business partners and ensure projects are delivered on time and to a high standard

ASSUMPTION: This role requires a strong understanding of financial services and investment products. The candidate should be able to translate complex information into clear, engaging content.

🎯 Required Qualifications

Education: Minimum Bachelor’s Degree or advanced degree

Experience: 6+ years of experience working in financial services industry in a marketing communications/program management capacity

Required Skills:

• Knowledge of financial services and/or investment products
• Intermediary and institutional investor market experience preferred
• Expertise in all aspects of marketing content development
• Excellent writing skills and the ability to translate technical information into compelling messaging
• 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

Preferred Skills:

• Experience working with investment products in a marketing capacity
• Knowledge of the intermediary and institutional investor markets

ASSUMPTION: The ideal candidate will have a strong background in financial services marketing, with a focus on investment products. Experience working with intermediary and institutional investors is preferred.

💰 Compensation & Benefits

Salary Range: $150,000 - $200,000 (Based on industry standards for a Marketing Director role in the financial services sector in Boston)

Benefits:

• Comprehensive health, dental, and vision plans
• 401(k) with company match
• Generous paid time off
• Tuition assistance and professional development opportunities
• Employee discounts on Fidelity products and services

Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM. Some flexibility may be available.

ASSUMPTION: The salary range provided is an estimate based on industry standards for a Marketing Director role in the financial services sector in Boston. The actual salary may vary based on factors such as experience and performance.

📌 Applicant Insights

🔍 Company Context

Industry: Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals worldwide.

Company Size: Fidelity has over 74,000 associates and serves over 34 million customers worldwide.

Founded: Fidelity was founded in 1946 and is headquartered in Boston, MA.

Company Description:

• Fidelity’s mission is to strengthen the financial well-being of its customers and deliver better outcomes for the clients and businesses it serves.
• Fidelity’s strength comes from the scale of its diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions.
• Fidelity employs more than 74,000 associates with its global presence spanning nine countries across North America, Europe, Asia, and Australia.

Company Specialties:

• Retirement
• Investments
• Online trading
• Asset management
• IRA
• 401k
• Mutual funds
• Stocks
• ETF
• Bonds
• Brokerage
• Cash management
• HSA
• 529 plans
• Annuities
• Life insurance
• Benefits consulting
• Stock plan services
• Business news
• Wealth management

Company Website: http://www.fidelity.com

ASSUMPTION: Fidelity is a large, established financial services company with a global presence. The company offers a wide range of financial products and services to both individual and institutional clients.

📊 Role Analysis

Career Level: This role is at the senior management level, reporting directly to the Head of Portfolio & Advisory Solutions Marketing.

Reporting Structure: The Marketing Director will oversee a team of marketing professionals responsible for executing marketing activities for Fidelity’s Integrated Portfolio Construction capabilities.

Work Arrangement: This role is a hybrid position, requiring associates to work onsite every other week in a Fidelity office.

Growth Opportunities:

• Potential to grow within the Marketing organization or take on additional responsibilities as the team expands
• Opportunities to work on high-profile projects and collaborate with senior leadership
• Chance to develop and mentor junior team members

ASSUMPTION: This role offers significant growth opportunities for the right candidate, including the chance to work on high-profile projects and collaborate with senior leadership. The ideal candidate will be a strategic thinker with strong leadership skills.

🌍 Location & Work Environment

Office Type: Fidelity’s Boston office is a modern, collaborative workspace with state-of-the-art technology and amenities.

Office Location(s): 245 Summer St, Boston, MA 02210

Geographic Context:

• Boston is a major financial hub with a vibrant tech industry and a high cost of living
• The office is located in the heart of Boston’s Financial District, with easy access to public transportation and numerous amenities
• Boston offers a diverse cultural scene, with numerous museums, theaters, and sports teams

Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM. Some flexibility may be available.

ASSUMPTION: The ideal candidate will be comfortable working in a fast-paced, collaborative environment and have the ability to manage multiple projects simultaneously.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with a member of the HR team
• In-depth interview with the hiring manager and other members of the Marketing team
• Case study or presentation to assess marketing skills and strategic thinking
• Final interview with senior leadership

Key Assessment Areas:

• Marketing expertise and experience in the financial services industry
• Ability to translate complex information into clear, engaging content
• Strategic thinking and problem-solving skills
• Leadership and team management skills
• Cultural fit and alignment with Fidelity’s values

Application Tips:

• Tailor your resume and cover letter to highlight your marketing experience in the financial services industry
• Be prepared to discuss your approach to marketing investment products and your ability to translate complex information into clear, engaging content
• Demonstrate your strategic thinking and problem-solving skills through specific examples from your past experiences
• Showcase your leadership and team management skills, including your ability to manage multiple projects simultaneously
• Prepare questions to ask the interviewer about the role, the team, and the company to demonstrate your interest in the position

ATS Keywords: Investment Product Marketing, Marketing Communications, Program Management, Financial Services Knowledge, Investment Products Knowledge, Intermediary Market Experience, Institutional Investor Market Experience, Marketing Content Development, Project Management, Writing Skills, Messaging Development, Creativity, Interpersonal Communication, Organizational Skills, Deadline Management, Business Partner Engagement

ASSUMPTION: The interview process for this role will focus on assessing the candidate’s marketing expertise and experience in the financial services industry, as well as their ability to translate complex information into clear, engaging content. The ideal candidate will be a strategic thinker with strong leadership and team management skills.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, Excel, PowerPoint)
• Marketing automation tools (e.g., Marketo, Pardot)
• Content management systems (e.g., Adobe Experience Manager, Sitecore)
• Project management tools (e.g., Asana, Trello)
• Data visualization tools (e.g., Tableau, Power BI)

ASSUMPTION: The ideal candidate will have experience using marketing automation tools, content management systems, and project management tools. Familiarity with data visualization tools is a plus.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Professionalism
• Teamwork
• Respect
• Excellence

Work Style:

• Collaborative
• Fast-paced
• Results-driven
• Adaptable
• Innovative

Self-Assessment Questions:

• Do you thrive in a collaborative, fast-paced environment?
• Are you able to manage multiple projects simultaneously and meet tight deadlines?
• Do you have a proven track record of driving results and innovating in your previous roles?
• Are you comfortable working with complex information and translating it into clear, engaging content?

ASSUMPTION: The ideal candidate will be a strategic thinker with strong leadership and team management skills. They will be comfortable working in a fast-paced, collaborative environment and have the ability to manage multiple projects simultaneously.

⚠️ Potential Challenges

• Managing multiple projects simultaneously and meeting tight deadlines
• Working with complex information and translating it into clear, engaging content
• Collaborating effectively with cross-functional teams, including investment, product, and distribution teams
• Keeping up with the rapidly evolving investment landscape and adapting marketing strategies accordingly

ASSUMPTION: The ideal candidate will be able to manage multiple projects simultaneously and meet tight deadlines. They will also be comfortable working with complex information and translating it into clear, engaging content. Strong collaboration skills and the ability to adapt to change will be essential for success in this role.

📈 Similar Roles Comparison

• This role is similar to other marketing director roles in the financial services industry, but with a focus on investment products and portfolio construction capabilities
• Unlike other marketing roles, this position requires a strong understanding of financial services and investment products, as well as the ability to translate complex information into clear, engaging content
• Career progression in this role could lead to other senior marketing positions within the company, or to roles in investment management or product development

ASSUMPTION: This role is similar to other marketing director roles in the financial services industry, but with a unique focus on investment products and portfolio construction capabilities. The ideal candidate will have experience in marketing investment products and a strong understanding of the financial services industry.

📝 Sample Projects

• Developing a comprehensive marketing plan for the launch of a new portfolio construction tool
• Creating a series of educational videos to explain the benefits of different portfolio construction strategies
• Collaborating with investment and product teams to develop a whitepaper on the latest trends in portfolio construction

ASSUMPTION: The ideal candidate will have experience developing marketing plans, creating educational content, and collaborating with cross-functional teams to deliver marketing projects.

❓ Key Questions to Ask During Interview

• Can you describe the team structure and how this role fits into the organization?
• What are the most pressing challenges facing the team and how can this role help address them?
• How does the company support the professional development of its marketing team members?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does the company measure the success of its marketing efforts and how will this role contribute to those metrics?

ASSUMPTION: The ideal candidate will be curious and proactive, asking thoughtful questions about the role, the team, and the company to demonstrate their interest in the position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the following link: https://wd1.myworkdaysite.com/recruiting/fmr/FidelityCareers/job/Boston-MA/Director--Marketing---Fidelity-Institutional-Portfolio-Construction_2109624
• Tailor your resume and cover letter to highlight your marketing experience in the financial services industry and your ability to translate complex information into clear, engaging content
• Prepare for the interview by researching the company, the team, and the role, and by developing thoughtful questions to ask the interviewer
• Follow up with the interviewer after the interview to express your appreciation for the opportunity and reiterate your interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.