Director, Investment Marketing Services - Planning & Enablement

Job Description:

The Role

Are you energized by connecting dots across teams, optimizing operating models, and enabling a high-performing organization to deliver at scale? In this role, you’ll lead capacity planning, design measurement frameworks, manage critical cross-team initiatives, and strengthen team readiness through forward-looking capability planning and a culture of continuous learning and improvement. Come join us and help shape how Fidelity delivers high‑volume, high‑impact investment marketing content faster and smarter to meet the dynamic needs of our Institutional and Asset Management business.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 8 years of experience working in financial services or a similarly complex environment in a planning, marketing operations, project management, business operations, or consulting capacity

• Knowledge of marketing content production or other regulated, data‑intensive, technology‑driven production environments preferred

• Proven ability to lead complex, cross‑functional initiatives from discovery through implementation; highly organized project manager who thrives in fast‑paced environments with shifting priorities

• Experience building and maintaining models to forecast capacity, resourcing, and output

• Proficiency in defining performance metrics, building dashboards and reporting, and establishing underlying processes to ensure data accuracy and insight generation

• A fast learner with the ability to quickly master new domains, diagnose operational issues and business requirements, and propose practical solutions

• Strong interpersonal and communication skills, with the ability to lead through influence across diverse stakeholder groups

• Skilled in Excel and data manipulation tools (pivot tables, formulas) and comfortable interpreting operational data to drive decision‑making

• Skilled in PowerPoint and able to translate complex operational and planning concepts into clear, organized findings and recommendations

• Curiosity and a continuous improvement mindset, with enthusiasm for enhancing processes, strengthening capabilities, and improving team efficiency

The Team

Our marketing team partners closely with Fidelity investment teams to produce and scale thousands of impactful and timely investment materials crafted to help retail, intermediary, and institutional audiences understand how Fidelity can address their unique investment challenges. Come explore our dynamic team!

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Program/Project Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.