📌 Core Information
🔹 Job Title: Senior Manager, B2C Marketing – Participant Experience
🔹 Company: Fidelity Investments
🔹 Location: Boston, MA (Hybrid: On-site every other week)
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: April 4, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site (Hybrid)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing integrated marketing programs to drive participant engagement within the nonprofit sector (Healthcare and Higher Education).
- Collaborating with cross-functional teams to build and implement marketing campaigns that align with B2B2C strategies.
- Leveraging data and insights to create targeted messaging and content strategies.
- Optimizing marketing campaigns and measuring key metrics for continuous improvement.
ASSUMPTION: This role requires a strategic mindset, strong analytical skills, and the ability to work effectively with various teams to drive impactful marketing programs.
📋 Key Responsibilities
✅ Plan, execute, and optimize multi-channel marketing campaigns, including email, social media, content marketing, mobile, and paid media.
✅ Leverage data and insights to develop targeted messaging and content strategies that resonate across various participant segments.
✅ Collaborate with B2B partners, internal creative agency, Message Execution Center, development teams, Workplace Marketing, and paid media to build and implement integrated marketing campaigns.
✅ Ensure marketing programs align with B2B2C strategies, balancing employer-driven initiatives with participant-centric experiences.
✅ Track and analyze key marketing metrics, ensuring continuous optimization for improvement and impact.
ASSUMPTION: This role involves managing multiple projects simultaneously, requiring strong project management skills and the ability to prioritize tasks effectively.
🎯 Required Qualifications
Education: Bachelor’s degree in marketing, communications, business, or a related field.
Experience: 8+ years in B2C marketing, with a strong background in nonprofit marketing preferred.
Required Skills:
- Expertise in integrated messaging, content strategy, and audience segmentation to drive participant engagement.
- Experience designing and driving programs to engage hard-to-reach/unengaged audiences.
- Strategic and analytical approach, with the ability to translate insights into impactful marketing programs.
- Proven track record of collaborating cross-functionally and influencing key stakeholders.
- Excellent project management skills, with the ability to manage multiple initiatives simultaneously.
- Demonstrates ownership and accountability by driving projects to completion, taking responsibility for outcomes, and ensuring high-quality results.
Preferred Skills:
- Experience working in the financial services industry.
- Familiarity with marketing automation tools and CRM systems.
ASSUMPTION: Candidates with experience in B2C marketing within the nonprofit sector will have a competitive advantage for this role.
💰 Compensation & Benefits
Salary Range: $150,000 - $180,000 per year (Based on industry standards for a Senior Marketing Manager role in the Boston area with 10+ years of experience)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (vacation, sick, and holidays)
- Tuition assistance
- Employee discounts on Fidelity products and services
Working Hours: Full-time (40 hours/week), with on-site work required every other week in a Fidelity office.
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Fidelity Investments operates in the financial services industry, focusing on retirement, investments, online trading, asset management, and wealth management.
Company Size: Fidelity is a large company with over 10,000 employees, providing ample opportunities for career growth and development.
Founded: Fidelity was founded in 1946 and has since grown to become one of the largest and most respected financial services firms in the world.
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.
- The company offers a wide range of financial services, including retirement planning, investment products, and wealth management solutions.
- Fidelity is committed to providing exceptional customer service and helping its clients achieve their financial goals.
Company Specialties:
- Retirement
- Investments
- Online trading
- Asset management
- Mutual funds
- ETFs
- 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's extensive range of financial services and products allows employees to gain experience in various aspects of the industry and provides opportunities for career growth and development.
📊 Role Analysis
Career Level: This role is at the senior management level, requiring strategic thinking, leadership, and the ability to make data-driven decisions.
Reporting Structure: The Senior Manager reports directly to the Director of B2C Marketing and is responsible for leading participant marketing initiatives within the nonprofit sector.
Work Arrangement: This role follows a hybrid work arrangement, requiring on-site work every other week in a Fidelity office.
Growth Opportunities:
- Potential to advance to a director or vice president role within the marketing department.
- Opportunities to work on high-impact projects and initiatives, driving significant business results.
- Access to professional development resources, such as training programs and mentorship opportunities.
ASSUMPTION: This role offers strong growth potential for candidates looking to advance their careers in marketing within the financial services industry.
🌍 Location & Work Environment
Office Type: Fidelity's offices are modern, collaborative workspaces designed to foster innovation and productivity.
Office Location(s): Boston, MA (Hybrid: On-site every other week)
Geographic Context:
- The Boston area offers a vibrant cultural scene, with numerous museums, theaters, and sports teams.
- The region is home to a strong job market, with many opportunities in the financial services, technology, and healthcare industries.
- Boston has a diverse population and offers a variety of neighborhoods to suit different lifestyles.
Work Schedule: Full-time (40 hours/week), with on-site work required every other week in a Fidelity office.
ASSUMPTION: The hybrid work arrangement provides flexibility while still allowing for in-person collaboration and networking opportunities.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a member of the HR team (30 minutes)
- Behavioral interview with the hiring manager (60 minutes)
- Case study presentation and panel interview with cross-functional stakeholders (90 minutes)
- Final interview with the director or vice president of the department (30 minutes)
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Data analysis and interpretation
- Collaboration and stakeholder management
- Project management and prioritization
- Cultural fit and alignment with Fidelity's values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience in B2C marketing, nonprofit marketing, and data-driven decision-making.
- Prepare for behavioral interview questions by using the STAR method (Situation, Task, Action, Result) to demonstrate your skills and accomplishments.
- Practice your case study presentation, focusing on your approach to data analysis, strategic thinking, and communication of insights.
ATS Keywords: B2C Marketing, Nonprofit Marketing, Participant Experience, Data-Driven Decision Making, Strategic Planning, Campaign Optimization, Cross-Functional Collaboration, Project Management
ASSUMPTION: Fidelity's application process is designed to assess candidates' skills and cultural fit, with a focus on data-driven decision-making and strategic thinking.
🛠️ Tools & Technologies
- Marketing automation tools (e.g., Marketo, Pardot)
- CRM systems (e.g., Salesforce, HubSpot)
- Data analysis and visualization tools (e.g., Tableau, Power BI)
- Project management tools (e.g., Asana, Trello)
ASSUMPTION: Familiarity with marketing automation tools, CRM systems, and data analysis tools will be beneficial for this role, as they are commonly used in the marketing department at Fidelity.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Client centricity
- Collaboration
- Expertise
- Innovation
Work Style:
- Data-driven
- Collaborative
- Adaptable
- Results-oriented
- Innovative
Self-Assessment Questions:
- How do you demonstrate integrity in your decision-making processes?
- Can you provide an example of a time when you successfully collaborated with cross-functional teams to achieve a common goal?
- How do you stay adaptable and innovative in the face of changing market conditions or new technologies?
ASSUMPTION: Candidates who demonstrate a strong fit with Fidelity's values and work style will be more likely to succeed in this role and contribute to the company's overall success.
⚠️ Potential Challenges
- Managing multiple projects simultaneously, requiring strong prioritization and time management skills.
- Working with diverse stakeholder groups, requiring excellent communication and collaboration skills.
- Keeping up with the latest marketing trends and technologies, requiring continuous learning and adaptation.
- Balancing employer-driven initiatives with participant-centric experiences, requiring a strategic and nuanced approach.
ASSUMPTION: These challenges can be overcome by leveraging strong project management skills, effective communication, and a strategic mindset.
📈 Similar Roles Comparison
- This role focuses on participant marketing within the nonprofit sector, whereas similar roles in other industries may focus on consumer or B2B marketing.
- Fidelity's strong brand and extensive resources provide opportunities for greater impact and career growth compared to smaller organizations.
- Career paths in marketing at Fidelity may include progression to director, vice president, or other leadership roles within the marketing department or related functions.
ASSUMPTION: Candidates should consider the unique aspects of this role and the opportunities it presents within the context of their long-term career goals.
📝 Sample Projects
- Developing and executing a multi-channel marketing campaign to increase participant engagement in a retirement savings plan.
- Analyzing participant data to identify trends and insights, and using those insights to inform targeted marketing strategies.
- Collaborating with cross-functional teams to create and implement a participant education program focused on financial wellness.
ASSUMPTION: These sample projects illustrate the strategic and data-driven nature of the role, as well as the importance of collaboration and stakeholder management.
❓ Key Questions to Ask During Interview
- How does this role contribute to Fidelity's overall marketing strategy, and how does it align with the company's broader goals?
- Can you describe the team structure and dynamics within the B2C Marketing department, and how this role fits into that structure?
- How does Fidelity support the professional development and growth of its marketing employees?
- What are the key priorities for this role in the first 90 days, and how will success be measured?
- How does Fidelity approach work-life balance, and what resources are available to support employees in achieving that balance?
ASSUMPTION: These questions demonstrate a candidate's interest in the role, the company, and their own professional growth, while also providing valuable insights into the work environment and expectations.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience in B2C marketing, nonprofit marketing, and data-driven decision-making.
- Prepare for behavioral interview questions by using the STAR method (Situation, Task, Action, Result) to demonstrate your skills and accomplishments.
- Practice your case study presentation, focusing on your approach to data analysis, strategic thinking, and communication of insights.
- Follow up with the hiring manager or HR representative one week after submitting your application to confirm receipt and reiterate your interest in the role.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
