Posted 2 months ago
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**Director, Global Thought Leadership** Drive Fidelity's Global Thought Leadership program, engaging multinational clients and supporting employee financial wellbeing. Lead research, generate insights, and communicate complex findings. Collaborate across teams to deliver actionable content, including reports, presentations, and industry commentary. Manage strategy, stakeholder engagement, content governance, and regional activation. Key skills: strong research and analytical capabilities, compelling storytelling, and stakeholder management. 12+ years experience in related fields (Economics, Public Policy, Business). Must have led research, published work, and managed teams. Understanding of global retirement/workplace benefits landscape. Experience managing budgets and vendors.
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Full Job Description
Job Description:
Seeking a strong and inquisitive researcher, data storyteller, and writer, to strengthen our understanding of how economic, societal, and public policy trends are shaping retirement, financial wellbeing, and workplace outcomes across U.S. and global markets. You will help lead Fidelitys Global Thought Leadership program to engage and support large multinational employer clients and their employees. Drawing on a combination of proprietary research, primary research and external data sources, you will generate evidence-based insights that help Fidelity and our clients understand emerging challenges and opportunities in an evolving global landscape. You will partner closely with Thought Leadership colleagues, as well as research, marketing, and consulting partners to analyze a broad mix of data and insight sources. You will identify new opportunities to develop compelling thought leadership content and help communicate complex findings in a clear, engaging and actionable way. Working collaboratively across Fidelity, you will engage with subject matter experts in retirement, benefits, and client strategy. You will also work closely with go-to-market teams to ensure insights are translated into impactful reports, client-facing presentations, reports, industry commentary, social media, and more. The role is accountable for research and thought leadership strategy, insight development, stakeholder engagement, content governance, regulatory oversight, regional activation, budget management and vendor management.
About your team
The Global Thought Leadership Team sits within Fidelity's Research and Thought Leadership function. The team develops innovative research and evidence-based insights that help shape global perspectives on retirement, financial wellbeing, workplace benefits and the future of work. Our work supports multinational employers in understanding the evolving needs of their workforce and navigating an increasingly complex landscape shaped by demographic change, economic trends, workforce dynamics and public policy.
Expectations of this role
Develop and deliver the Global Thought Leadership strategy, ensuring alignment with FWC and FIL priorities.
Establish the annual research agenda by identifying emerging client issues, market developments and commercial opportunities.
Ensure research programs support consulting priorities, regional business objectives and long-term strategic initiatives.
Drive continuous evolution of the research program to maximize business relevance and commercial value.
Research Program Leadership: Lead the design and delivery of proprietary global research programs.
Insight Development: Translate quantitative and qualitative research into commercially relevant insight. Interpret research findings to identify emerging themes, behavioral trends and strategic implications.
Client & Commercial Engagement: Serve as subject matter expert for Global Thought Leadership in support of client engagement activities. Support executive client meetings, strategic presentations, webinars and industry events. Brief senior leaders for client engagements, conferences, media activity and external speaking opportunities.
Stakeholder management: Build trusted relationships with senior stakeholders across Fidelity Investments and Fidelity International. Align research priorities with consulting, marketing, communications and regional business plans.
Content Strategy Governance: Provide strategic oversight of the development and publication of all Global Thought Leadership research outputs. Ensure research is translated into engaging, accurate and commercially relevant client insights. Maintain editorial quality and consistency across all formats and channels.
Regional Activation: Work with regional marketing and consulting teams in key markets to maximize the value of global research. With a globally consistent, locally relevant mindset, ensure global programs can be effectively adapted for local market conditions.
Governance, Risk & Compliance: Ensure all Global Thought Leadership outputs comply with applicable regulatory requirements. Maintain governance processes supporting content review, approval and publication.
The Skills You Bring
Comfort with leading discussions, influencing partners and stakeholders, and motivating colleagues.
Strong written and verbal communication skills, with the ability to present complex findings clearly and confidently.
Strong research and analytical skills.
An interest in retirement preparedness, financial wellbeing, workforce participation and the future of work, behavioral economics, coupled with the ability to connect academic, industry and market research to emerging trends.
Demonstrated passion for understanding customer needs and translating research into compelling stories that resonate with a range of audiences, from senior leaders to clients and industry stakeholders.
Experience conducting, writing and publishing research on workforce, retirement, financial wellbeing, employee benefits, customer behavior or broader market trends. Experience working across multiple countries or regions is preferred.
The Expertise You Bring
An undergraduate degree in Economics, Public Policy, Business, or a related field, with 12+ years of experience in a research, policy, or thought leadership role.
Understanding of the broad global retirement/workplace benefits landscape
Proficiency in synthesizing complex data into novel and engaging insights
Ability to partner and collaborate effectively with regional teams across FWC & FIL.
Experience with program management, supplier procurement, contract management and budget allocation.
Coaching and management experience of junior team members
The Value You Deliver
Delivers research insights with commercial opportunities
Develop engaging content for various audiences
Articulates key messages and points-of-view that enable strategic conversations internally and with employers, advisors, and other key audiences
Boosts impact of Fidelity thought leadership through strong partnership with Fidelity marketing, client-facing, and communications teams.
Presents compelling thought leadership stories internally
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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