📌 Core Information
🔹 Job Title: Vice President, Creative Strategist
🔹 Company: Fidelity Investments
🔹 Location: Smithfield, RI (with additional offices in Boston, MA, and Merrimack, NH)
🔹 Job Type: Full-Time, Hybrid (on-site every other week)
🔹 Category: Marketing
🔹 Date Posted: May 20, 2025
🔹 Experience Level: 15+ years
🔹 Remote Status: On-site (Hybrid)
🚀 Job Overview
Key aspects of this role include:
- Translating customer insights into actionable strategies for the creative team
- Collaborating closely with various teams, including customer strategy, creative teams, marketing activation, media, and measurement
- Defining the strategic approach for each campaign and marketing program
- Evolving Fidelity’s Brand Positioning and applying brand filters to creative work
- Working with art directors, writers, and creative directors to elevate the Fidelity brand
ASSUMPTION: This role requires a high level of collaboration, strategic thinking, and creative problem-solving. It is ideal for an experienced marketing professional with a strong background in customer research and data-driven insights.
📋 Key Responsibilities
✅ Translate customer insights and research into inspiring, actionable strategy for the creative team
✅ Collaborate with customer strategy team, creative teams, marketing activation, media, and measurement teams
✅ Define the strategic approach for each campaign and marketing program
✅ Evolve Fidelity’s Brand Positioning and apply brand filters to creative work
✅ Work closely with art directors, writers, and creative directors to elevate the Fidelity brand
✅ Develop insights and ideas that inform content, digital experiences, and business strategy
ASSUMPTION: This role involves a high degree of collaboration and requires strong communication skills to work effectively with various teams.
🎯 Required Qualifications
Education: Bachelor’s degree
Experience: 15+ years in marketing, branding, or advertising as a brand planner, creative strategist, or strategic marketing lead
Required Skills:
- Strong background or experience in customer research and data-driven insights
- Mix of creative enthusiasm, analytical thinking, and exemplary communication skills
- Comfort working closely with creative teams and collaborating with marketing partners
- Executive presence and experience presenting to senior leadership
- Outstanding relationship building and negotiation skills
- Resourceful, self-sufficient, effective problem solver and troubleshooter
- Ability to navigate a high-paced, dynamic environment and define a path forward
- Ability to navigate a complex regulatory environment and find compliant and innovative solutions
Preferred Skills:
- Experience working in the financial services industry
- Familiarity with Fidelity’s brand and products
ASSUMPTION: Given the experience level required, candidates should have a proven track record in strategic marketing, branding, or advertising roles.
💰 Compensation & Benefits
Salary Range: $180,000 - $250,000 per year (based on industry standards for a VP-level role in the financial services industry with 15+ years of experience)
Benefits:
- Competitive benefits package, including health, dental, and vision insurance
- 401(k) plan with company match
- Tuition assistance and professional development opportunities
- Employee stock purchase plan
- Generous time off and paid holidays
Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for hybrid work arrangement)
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: Financial Services. Fidelity Investments is a leading provider of investment management, retirement planning, and wealth management 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 in the financial services industry and a strong reputation for innovation and customer service.
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 headquarters in Boston and a 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 Investments is a well-established company with a strong brand and a diverse range of financial services. This role offers an opportunity to work in a dynamic and innovative environment with a focus on customer-centric solutions.
📊 Role Analysis
Career Level: Executive. This role is a Vice President-level position, reporting directly to the Head of Creative and supporting the entire creative group.
Reporting Structure: The Creative Strategist will report to the Head of Creative and support the entire creative group, acting as a key voice in representing the voice of the customer in the work done.
Work Arrangement: Hybrid. This role requires associates to work on-site every other week (all business days, M-F) in a Fidelity office.
Growth Opportunities:
- Potential to influence Fidelity’s brand positioning and strategy
- Opportunity to work with and learn from experienced creative and marketing professionals
- Possibility to expand responsibilities based on performance and business needs
ASSUMPTION: This role offers significant growth opportunities for the right candidate, with the potential to make a meaningful impact on Fidelity’s brand and marketing efforts.
🌍 Location & Work Environment
Office Type: Hybrid. Associates work on-site every other week in a Fidelity office.
Office Location(s): 900 Salem St, Smithfield RI; 245 Summer St, Boston, MA; and additional offices in Merrimack, NH
Geographic Context:
- Smithfield, RI: A suburban town located near Providence, with a population of approximately 23,000
- Boston, MA: A major city and the capital of Massachusetts, with a population of over 670,000
- Merrimack, NH: A town located near Manchester, with a population of approximately 28,000
Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for hybrid work arrangement)
ASSUMPTION: The hybrid work arrangement offers a balance between on-site collaboration and remote work, allowing for greater flexibility and work-life balance.
💼 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
- Final interview with the Head of Creative
- Background check and offer extension
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Communication and presentation skills
- Collaboration and teamwork abilities
- Cultural fit and alignment with Fidelity’s values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Be prepared to discuss your experience with customer research and data-driven insights
- Demonstrate your understanding of Fidelity’s brand and products during the interview
ATS Keywords: Creative Strategy, Customer Research, Data-Driven Insights, Analytical Thinking, Communication Skills, Collaboration, Executive Presence, Relationship Building, Negotiation Skills, Problem Solving, Project Management, Regulatory Navigation, Brand Positioning, Content Development, Digital Experiences, Marketing Activation
ASSUMPTION: Fidelity Investments uses an Applicant Tracking System (ATS) to manage job applications. Including relevant keywords in your resume can help your application get noticed by the system.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Project management tools (e.g., Asana, Trello, Jira)
- Data analysis and visualization tools (e.g., Tableau, Power BI)
- Customer research and survey tools (e.g., SurveyMonkey, Typeform)
ASSUMPTION: The specific tools and technologies used may vary depending on the team and project requirements.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Client-centricity
- Collaboration
- Expertise
- Innovation
- Performance
- Trust
Work Style:
- Collaborative and team-oriented
- Data-driven and analytical
- Adaptable and flexible
- Results-focused and goal-oriented
Self-Assessment Questions:
- How do you align with Fidelity’s core values, particularly integrity and client-centricity?
- How comfortable are you working in a collaborative, team-oriented environment?
- How do you approach data-driven decision-making and problem-solving?
ASSUMPTION: Fidelity Investments values a strong cultural fit and looks for candidates who align with its core values and work style.
⚠️ Potential Challenges
- Navigating a large, complex organization with multiple teams and stakeholders
- Balancing the need for creative expression with brand guidelines and regulatory constraints
- Managing a hybrid work arrangement, which may require additional communication and coordination
- Keeping up with the fast-paced, dynamic environment and defining a path forward
ASSUMPTION: These challenges can be overcome with strong communication, collaboration, and problem-solving skills, as well as a willingness to adapt and learn in a dynamic environment.
📈 Similar Roles Comparison
- This role is unique in its focus on creative strategy and customer insights within Fidelity’s in-house Creative and Content agency
- Compared to other creative strategist roles, this position offers the opportunity to work with a well-established brand and a diverse range of financial services
- Career path opportunities may include advancing to a senior leadership role within the creative organization or exploring other marketing and branding roles within Fidelity
ASSUMPTION: This role offers a unique blend of creative strategy, customer insights, and brand management within the financial services industry.
📝 Sample Projects
- Developing a comprehensive brand positioning strategy for a new financial product or service
- Conducting customer research and analysis to inform creative campaigns and marketing programs
- Collaborating with creative teams to develop and execute innovative, on-brand marketing campaigns
ASSUMPTION: These sample projects illustrate the range of responsibilities and opportunities available in this role, from strategic planning to creative execution and customer engagement.
❓ Key Questions to Ask During Interview
- How does this role fit into the overall marketing and branding strategy for Fidelity?
- What are the key priorities for this role in the first 90 days?
- How does the creative team collaborate with other marketing and business units within Fidelity?
- What opportunities are there for professional development and growth within this role and the creative organization?
- How does Fidelity support work-life balance for its employees, particularly in a hybrid work arrangement?
ASSUMPTION: These questions demonstrate your interest in the role and provide valuable insights into the work environment and career growth opportunities.
📌 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 and skills for this role
- Prepare for your interview by researching Fidelity’s brand, products, and industry trends
- Follow up with the hiring manager or HR representative within one week of submitting your application to confirm receipt and express your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
