Manager, Consultant Databases - Fidelity Institutional and Asset Management Marketing

📌 Core Information

🔹 Job Title: Manager, Consultant Databases - Fidelity Institutional and Asset Management Marketing

🔹 Company: Fidelity Investments

🔹 Location: Smithfield, RI (with remote/hybrid options for other locations)

🔹 Job Type: Full-Time, Hybrid

🔹 Category: Communication, Marketing

🔹 Date Posted: May 13, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site (Smithfield, RI) with hybrid options for other locations

🚀 Job Overview

Key aspects of this role include:

• Managing Fidelity's presence in institutional databases
• Collaborating with internal and external business partners
• Coordinating and executing deliverables to drive new business
• Participating in special projects to support the institutional business
• Supervising data population processes and identifying process improvements

ASSUMPTION: This role requires a strong understanding of the financial services industry, particularly institutional investment products and channels. Familiarity with consultant databases and relevant tools is also beneficial.

📋 Key Responsibilities

✅ Coordinate with investment product, technology, marketing, and other teams to accurately populate Fidelity’s firm and product data in third-party and proprietary consultant databases

✅ Participate in special projects in support of the broader institutional business, including data aggregation, competitor analysis, and client retention efforts

✅ Work closely with partners in distribution and Proposal Services to review our product presence in support of new business and client retention efforts

✅ Partner with third-party vendors to develop features that improve data automation and user efficiency

✅ Supervise the monthly and quarterly data population process and identify areas for process improvements and increased efficiencies

ASSUMPTION: This role involves a high degree of multitasking and requires strong organizational skills to manage multiple projects and deadlines.

🎯 Required Qualifications

Education: Bachelor’s or equivalent with 5+ years of experience or Master's with 3+ years of experience

Experience: Financial services industry experience required; familiarity with institutional and intermediary investment products and channels preferred

Required Skills:

• Strong knowledge of Microsoft Excel: utilize formulas, pivot tables, and other tools to aggregate and organize large data sets
• Experience using third-party analytic tools, including eVestment Analytics and Morningstar Direct preferred
• Ability to set and maintain priorities in a multi-task environment
• Effective quantitative skills, with the ability to analyze and interpret data
• Aptitude to quickly learn new technology and software applications

Preferred Skills:

• Experience with data population and management
• Familiarity with consultant relations and institutional marketing
• Knowledge of the investment management industry

ASSUMPTION: While not explicitly stated, proficiency in data analysis and management tools is essential for this role. Familiarity with the investment management industry is also beneficial.

💰 Compensation & Benefits

Salary Range: $63,000 - $112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Benefits:

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources

Working Hours: Full-time, with a hybrid work arrangement requiring on-site presence every other week in a Fidelity office

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles. The actual salary may vary based on the factors mentioned.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services.

Company Size: 10,001+ employees. As a large organization, Fidelity offers numerous opportunities for career growth and development.

Founded: 1946. Fidelity has a long history and established reputation in the financial services industry.

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
• With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base

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: www.fidelity.com

ASSUMPTION: Fidelity Investments is a well-established company with a strong reputation in the financial services industry. Its large size and diverse range of services offer numerous opportunities for career growth and development.

📊 Role Analysis

Career Level: Mid-level to senior. This role requires a combination of experience and expertise in data management, financial services, and marketing.

Reporting Structure: The Consultant Databases Manager reports to the Director of Consultant Databases within the Investment Marketing Services group, a division of FI and Asset Management Marketing.

Work Arrangement: Hybrid, with on-site presence required every other week in a Fidelity office. The specific office location may vary based on the role's primary focus.

Growth Opportunities:

• Expanding knowledge of the investment management industry and Fidelity's product offerings
• Developing expertise in data management and analysis
• Building relationships with internal and external business partners
• Potential advancement to a leadership or management role within the organization

ASSUMPTION: This role offers opportunities for career growth and development within Fidelity Investments, particularly in the areas of data management, marketing, and financial services.

🌍 Location & Work Environment

Office Type: Fidelity offices are modern and collaborative workspaces designed to facilitate productivity and teamwork.

Office Location(s): Smithfield, RI (primary on-site location); Westlake, TX; Jersey City, NJ; Merrimack, NH (hybrid work arrangement)

Geographic Context:

• Smithfield, RI: A small town with a rural feel, offering a quiet and peaceful work environment
• Westlake, TX: A suburb of Dallas-Fort Worth, providing a mix of urban and suburban living
• Jersey City, NJ: A densely populated urban area, offering a vibrant and diverse work environment
• Merrimack, NH: A small town with a suburban feel, offering a quiet and family-friendly work environment

Work Schedule: Full-time, with a hybrid work arrangement requiring on-site presence every other week in a Fidelity office. The specific work schedule may vary based on the role's primary focus and the needs of the business.

ASSUMPTION: The work environment at Fidelity Investments is collaborative and supportive, with a focus on teamwork and productivity. The specific office location and work arrangement may vary based on the role's primary focus and the needs of the business.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with a member of the HR team
• In-depth interview with the hiring manager and/or other team members
• Background check and reference check (if applicable)
• Job offer and onboarding

Key Assessment Areas:

• Data analysis and management skills
• Industry knowledge and understanding of investment products
• Marketing and communication skills
• Problem-solving and process improvement abilities
• Teamwork and collaboration skills

Application Tips:

• Highlight relevant experience and skills in your resume, particularly those related to data management, financial services, and marketing
• Tailor your cover letter to the specific role and company, emphasizing your fit for the position and enthusiasm for the opportunity
• Prepare for interview questions related to data analysis, process improvement, and teamwork

ATS Keywords: Consultant Databases, Data Management, Financial Services, Investment Products, Marketing, Process Improvement, Teamwork, Quantitative Skills, Data Analysis

ASSUMPTION: The application process for this role is likely to be competitive, given Fidelity's strong reputation and the desirable nature of the position. Applicants should tailor their application materials to highlight their relevant experience and skills and prepare thoroughly for the interview process.

🛠️ Tools & Technologies

• Microsoft Excel
• eVestment Analytics
• Morningstar Direct
• Fidelity's internal systems and databases
• Third-party vendor tools for data population and management

ASSUMPTION: The specific tools and technologies used in this role may vary based on the role's primary focus and the needs of the business. Proficiency in Microsoft Excel and relevant data analysis tools is essential for this position.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Putting clients first
• Collaboration
• Innovation
• Performance

Work Style:

• Collaborative and team-oriented
• Data-driven and analytical
• Adaptable and responsive to change
• Results-focused and goal-oriented

Self-Assessment Questions:

• Do you have a strong commitment to integrity and putting clients first?
• Are you comfortable working in a collaborative and team-oriented environment?
• Do you have a proven track record of success in data management and analysis?
• Are you adaptable and responsive to change, with a results-focused and goal-oriented approach?

ASSUMPTION: Fidelity Investments values a strong work ethic, collaboration, and a commitment to putting clients first. Applicants should assess their fit with these values and work style preferences before applying.

⚠️ Potential Challenges

• Managing multiple projects and deadlines in a fast-paced environment
• Navigating a large organization with diverse teams and stakeholders
• Keeping up with industry trends and regulatory changes
• Adapting to a hybrid work arrangement, with on-site presence required every other week

ASSUMPTION: This role presents unique challenges related to managing multiple projects and deadlines, navigating a large organization, and adapting to a hybrid work arrangement. Applicants should carefully consider these challenges and assess their fit with the role's requirements before applying.

📈 Similar Roles Comparison

• This role is unique within Fidelity Investments, focusing specifically on managing the firm's presence in institutional databases
• Similar roles within the industry may include data management, marketing, or consultant relations positions, but may not focus specifically on institutional databases
• Career progression in this role may lead to leadership or management positions within Fidelity Investments, particularly in the areas of data management, marketing, or financial services

ASSUMPTION: This role is unique within Fidelity Investments and the broader financial services industry. Applicants should carefully consider the specific requirements and responsibilities of the role before applying.

📝 Sample Projects

• Developing and implementing a process to automate data population in consultant databases
• Analyzing competitor data and trends to inform Fidelity's product offerings and marketing strategies
• Collaborating with internal teams to enhance Fidelity's product presence in consultant databases

ASSUMPTION: These sample projects are illustrative of the types of tasks and initiatives that may be undertaken in this role. The specific projects and initiatives may vary based on the role's primary focus and the needs of the business.

❓ Key Questions to Ask During Interview

• What are the most pressing challenges facing the team currently, and how can this role help address them?
• How does this role fit into the broader organizational structure and strategy for Fidelity's institutional business?
• What opportunities are there for professional development and growth within the team and the broader organization?
• How does the hybrid work arrangement support work-life balance for employees in this role?
• What are the key priorities for the first 90 days in this role, and how can I best contribute to achieving them?

ASSUMPTION: These interview questions are designed to provide insight into the role's specific requirements, the team's priorities, and the organization's culture and values. Applicants should tailor their questions to the specific role and company, demonstrating their interest and enthusiasm for the opportunity.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant experience and skills, particularly those related to data management, financial services, and marketing
• Write a cover letter that demonstrates your fit for the role and enthusiasm for the opportunity
• Prepare for interview questions related to data analysis, process improvement, and teamwork
• Follow up with the hiring manager or HR representative within one week of submitting your application, if you have not heard back

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