📌 Core Information
🔹 Job Title: Manager, Event Marketing
🔹 Company: Fidelity Investments
🔹 Location: Smithfield, RI (with travel to Boston, MA; Westlake, TX; Merrimack, NH)
🔹 Job Type: Full-Time, Hybrid (on-site every other week)
🔹 Category: Marketing
🔹 Date Posted: April 4, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site (Hybrid)
🚀 Job Overview
Key aspects of this role include:
- Strategizing, planning, and executing high-impact events for clients in various sectors
- Managing event logistics, vendor coordination, and on-site execution
- Partnering with cross-functional teams to ensure events align with business objectives
- Analyzing performance metrics and providing insights for continuous improvement
- Staying informed of industry trends to enhance event effectiveness and attendee experience
ASSUMPTION: This role requires strong project management skills, exceptional execution capabilities, and meticulous attention to detail to ensure events are well-coordinated, impactful, and delivered at the highest standard.
📋 Key Responsibilities
✅ Support the strategy, planning, and execution of key events within the nonprofit sector
✅ Manage event logistics in partnership with Meeting and Events, including venue selection, vendor coordination, contracts, budgets, and on-site execution
✅ Partner with Relationship Management, Consultants, Marketing, Meeting and Events to ensure events align with business objectives and drive engagement
✅ Develop and manage event timelines, checklists, and budgets, ensuring all details are executed flawlessly
✅ Oversee the creation of event materials, including signage, presentations, thought leadership content, and branded assets
✅ Track and analyze performance metrics, providing insights and recommendations for continuous improvement
✅ Stay informed of industry trends and best practices to enhance event effectiveness and attendee experience
ASSUMPTION: This role involves managing multiple events simultaneously, balancing priorities and deadlines, and working collaboratively with various teams.
🎯 Required Qualifications
Education: Bachelor’s degree or higher
Experience: 5+ years of event marketing, event management, or related experience, preferably in healthcare, higher education, or similar sectors
Required Skills:
- Proven ability to manage multiple events simultaneously, balancing priorities and deadlines
- Exceptional project management and execution skills
- Meticulous attention to detail, ensuring flawless event planning and execution
- Experience managing budgets, contracts, and vendor negotiations
- Willingness to travel for on-site event execution as needed
Preferred Skills:
- Experience with event management software and tools
- Familiarity with the nonprofit sector and its unique event requirements
- Bilingual or multilingual skills (a plus, but not required)
ASSUMPTION: While not explicitly stated, proficiency in Microsoft Office Suite and event management software is expected. Familiarity with the nonprofit sector is a significant advantage.
💰 Compensation & Benefits
Salary Range: $85,000 - $120,000 per year (based on industry standards for a Manager, Event Marketing role with 5-10 years of experience)
Benefits:
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off (vacation, sick, and holidays)
- 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 (with flexibility for event schedules)
ASSUMPTION: The salary range is estimated based on industry standards for similar roles and experience levels. Actual compensation may vary based on factors such as skills, experience, and internal equity.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically focused on serving nonprofit employers and their employees
Company Size: 10,001+ employees, providing a large and diverse work environment with numerous growth opportunities
Founded: 1946, with a rich history and established reputation in the financial services industry
Company Description:
- Fidelity Investments is a privately-held company dedicated to strengthening the financial well-being of its customers
- They serve a broad range of clients, including individuals, families, employers, wealth management firms, and institutions
- Their mission is to deliver better outcomes for clients and businesses through a diversified range of financial services
Company Specialties:
- Retirement planning and services
- Investments, including mutual funds, ETFs, and stocks
- Online trading and asset management
- Cash management, HSA, and 529 plans
- Annuities, life insurance, and benefits consulting
- Stock plan services and 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. Their focus on serving nonprofit employers and their employees sets them apart from other financial services companies.
📊 Role Analysis
Career Level: Mid-level management, with opportunities for growth and advancement within the company
Reporting Structure: Reports to the Event Marketing Director within the Tax-Exempt Market (TEM) business unit
Work Arrangement: Hybrid, with on-site work required every other week in a Fidelity office
Growth Opportunities:
- Potential advancement to Senior Manager or Director roles within the Event Marketing team
- Expansion into other areas of the Marketing department or the broader organization
- Development of leadership and mentoring skills through managing and guiding junior team members
ASSUMPTION: This role offers significant growth potential within a large organization, allowing for career progression and skill development.
🌍 Location & Work Environment
Office Type: Hybrid, with on-site work required every other week in a Fidelity office
Office Location(s): Smithfield, RI (primary); Boston, MA; Westlake, TX; Merrimack, NH (with travel)
Geographic Context:
- Smithfield, RI: A small town with a rural feel, offering a quiet and peaceful work environment
- Boston, MA: A bustling city with a vibrant cultural scene, providing ample opportunities for networking and professional development
- Westlake, TX: A suburban area with a mix of urban and rural features, offering a balance between work and personal life
- Merrimack, NH: A small city with a strong sense of community, providing a supportive and collaborative work environment
Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for event schedules)
ASSUMPTION: The hybrid work arrangement offers a balance between on-site collaboration and remote flexibility, allowing for a more personalized work experience.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-person or virtual interview with the Event Marketing Director and other team members
- Case study or project presentation (if applicable)
- Final interview with the Marketing Manager or another senior leader
Key Assessment Areas:
- Event planning and management skills
- Project management and organizational skills
- Attention to detail and quality assurance
- Budget management and vendor negotiation skills
- Communication and collaboration skills
Application Tips:
- Highlight your relevant event management experience and achievements
- Tailor your resume to emphasize skills and experiences mentioned in the job description
- Prepare a cover letter that demonstrates your enthusiasm for the role and your understanding of the company's mission
- If applicable, provide examples of successful events you've managed, including challenges faced and solutions implemented
ATS Keywords: Event Marketing, Event Management, Project Management, Logistics Management, Budget Management, Vendor Coordination, Attention to Detail, Performance Metrics, Industry Trends, Client Engagement, Strategic Planning, Execution Capabilities, Content Creation, Contract Management, Team Collaboration, Communication Skills, Time Management
ASSUMPTION: The interview process will focus on assessing your event management skills, attention to detail, and ability to work collaboratively with cross-functional teams.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Event management software (e.g., Cvent, Eventbrite, or similar)
- Project management tools (e.g., Asana, Trello, or similar)
- Budgeting and financial management tools (e.g., Microsoft Excel, Google Sheets, or similar)
ASSUMPTION: Proficiency in Microsoft Office Suite and event management software is expected. Familiarity with other project management and budgeting tools is a plus.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Teamwork
- Expertise
- Innovation
- Accountability
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on execution
- Adaptable and responsive to changing priorities and deadlines
- Attentive to detail and committed to quality assurance
Self-Assessment Questions:
- Do you thrive in a collaborative, team-oriented environment?
- Are you able to manage multiple projects simultaneously and adapt to changing priorities?
- Do you have a strong attention to detail and a commitment to quality assurance?
ASSUMPTION: Fidelity Investments values a collaborative, results-driven, and detail-oriented work environment. Candidates who align with these values and work styles will likely find success in this role.
⚠️ Potential Challenges
- Managing multiple events simultaneously, balancing priorities and deadlines
- Working collaboratively with various teams, including Relationship Management, Consultants, Marketing, and Meeting and Events
- Adapting to the unique event requirements of the nonprofit sector
- Travel requirements for on-site event execution
ASSUMPTION: This role presents several challenges, including managing multiple projects, working collaboratively with various teams, and adapting to the unique requirements of the nonprofit sector. Successful candidates will be able to thrive in this dynamic and fast-paced environment.
📈 Similar Roles Comparison
- This role is similar to other Event Marketing Manager positions, but with a focus on the nonprofit sector and a hybrid work arrangement
- Compared to other Event Marketing Manager roles, this position may require more frequent travel for on-site event execution
- Career progression in this role may lead to Senior Manager or Director positions within the Event Marketing team or other areas of the Marketing department
ASSUMPTION: While this role shares similarities with other Event Marketing Manager positions, its focus on the nonprofit sector and hybrid work arrangement sets it apart. Successful candidates will have experience in event marketing and a strong understanding of the nonprofit sector.
📝 Sample Projects
- Planning and executing a national conference for healthcare professionals, including venue selection, vendor coordination, and on-site management
- Managing a series of regional client forums, focusing on client engagement and thought leadership content
- Developing and implementing a virtual event strategy, including platform selection, content creation, and attendee engagement
ASSUMPTION: These sample projects illustrate the range of responsibilities and requirements for this role, including event planning and management, vendor coordination, and content creation.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and dynamics within the Event Marketing department?
- How does this role contribute to the overall success of the Tax-Exempt Market business unit?
- What are the most challenging aspects of this role, and how can I best prepare for them?
- What opportunities are there for professional growth and development within the Event Marketing team or the broader organization?
- How does Fidelity Investments support work-life balance for its employees?
ASSUMPTION: These interview questions are designed to provide insight into the role's responsibilities, team dynamics, and growth opportunities, as well as the company's culture and work-life balance policies.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant event management experience and skills
- Prepare a cover letter that demonstrates your enthusiasm for the role and your understanding of the company's mission
- If applicable, provide examples of successful events you've managed, including challenges faced and solutions implemented
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
