Principal, User Experience Content Strategist

Job Description:

The User Experience Content (UXC) team contributes to Fidelity.com, NetBenefits.com, and our mobile apps that help people manage their investments, take advantage of their benefits, and plan for tomorrow. These are among the most heavily trafficked financial services websites and mobile applications in the world. This team’s strength is its ability to view the experience holistically and connect customers’ unique needs with the right Fidelity products, services, and resources to meet them.

As a Principal in UX Content Strategy in Wealth, you’ll play a key role in shaping the type of help, guidance, and advice people receive at different service levels—whether they are self-directed or advised or a little of both—at all the touchpoints of their journey. You’ll translate sometimes sophisticated financial topics and strategies into clear, effective digital content that our customers can understand and that can help guide their conversations with advisors.

You’ll work with marketing and product teams in a variety of ways:

• Craft marketing copy for product experiences and campaign landing zones.
• Integrate thought leadership and education for contextual learning across primary journeys as well as develop tools that educate by doing.
• Develop messaging based on audience segmentation and personalized data that drives new relationships and deepens existing ones.
• Create sales tools with and for advisors that can be used to explain our products and services and the value they provide.
• Propose UX solutions that make it clear what information we need from people and how we’d manage their money.
• Drive content strategies that focus on business-critical objectives while ensuring the customer is at the center of everything we do.

You’re passionate about language, a natural collaborator, and thrive in partnership with multi-faceted teams—marketing, experience designers, developers, legal and compliance officers, advisors, and investment management teams. You’re generally comfortable with advanced financial themes and can explain things like tax-loss harvesting, asset allocation, estate planning, and income protection, in ways that enhance comprehension and decision making. And you’ll help guide projects from concept to completion, using data and analytics to test, iterate, and continuously improve content.

The expertise and skills you bring

• 5–7+ years of professional writing experience in UX writing, copywriting, or technical writing. Experience in financial services is essential, as is a strong portfolio that demonstrates your familiarity with the subject matter.
• A versatile writer who can tailor messaging for diverse audiences with varying levels of understanding.
• A dynamic individual contributor with experience driving projects with teams of 5 or more creatives.
• A clear communicator who can confidently articulate and advocate for a point of view, while finding common ground with product leadership and legal partners when necessary.
• A strategic problem solver who can zoom out to see the big picture, then translate it into cohesive content blocks that can fit all the details.
• A curious collaborator who asks the right questions and works effectively with many different players and points of view.
• Experience crafting personalized content and applying best-in-class UX across mobile and web platforms, not just articles.
• A track record of delivering successful business results, balancing multiple priorities, and building trust with partners who rely on our expertise, fast.

Note: Fidelity will not provide immigration sponsorship for this position

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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.

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.