Marketing Sales Support/ Institutional Publishing Associate

Job Description:

The Role

The Institutional Publishing Associate is responsible for creating compelling, timely presentations for institutional clients and prospects that help bring to life how Fidelity’s investment strategies can address their unique needs. You’ll partner closely with investment, product, data analysis, and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business as well as grow and retain important client relationships. You’ll also partner with technology teams to automate presentation production and publishing. This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work.

The Expertise and Skills You Bring

• Minimum Bachelor’s Degree or equivalent

• Knowledge of financial services and/or investment products, a plus

• Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines

• Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners

• Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards

• Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data

• Experience with Seismic, Salesforce, Workfront, and/or Tableau preferred

• Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications

• Imagination and curiosity to explore new ways to scale and automate production processes

• Intellectual curiosity and a continuous-learning mindset, with the ability to independently explore new tools, technologies, and approaches

• Self-directed learner who can independently identify opportunities and drive projects from idea to execution

The Team

Our marketing team partners closely with Fidelity’s sales and client‑facing groups to create high‑impact, custom presentations that help win new business and deepen relationships with existing clients. We deliver tailored, insights‑driven materials that showcase how Fidelity’s investment capabilities solve the unique needs of institutional investors. Come explore our dynamic team!

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

Certifications:

Category:

Communication

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.