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**Director, Market and Business Intelligence** Drive Fidelity Institutional's growth via market insight and commercial judgment. As a **Director, Market and Business Intelligence**, you'll shape strategies, influence go-to-market decisions, and unlock new revenue streams.This senior role requires market fluency in intermediary and institutional channels, 12+ years in financial services, and an advanced degree or equivalent experience. Partnering with cross-functional leaders, you'll translate market insights into actionable strategies, pressure-test growth initiatives, and develop executive-level points of view. Proven ability to create clear narratives for senior stakeholders is crucial.
- Compensation
- $103,000 – $211,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
The Role
We are seeking a Director of Market and Business Intelligence who will be a senior individual contributor within the Growth Initiatives and Market Intelligence team. You will be responsible for shaping and accelerating Fidelity Institutionals growth strategies through sharp market insight and commercial judgment. Reporting to the VP, Market and Business Intelligence, you will partner closely with Sales, Relationship Management, Product, and Strategy leaders to identify growth opportunities, pressure-test assumptions, and translate external market dynamics into decisive commercial action.
You will go beyond traditional market research delivery to drive prioritization, influence go-to-market decisions, and unlock new sources of revenue and client growth across Intermediary and Institutional channels.
Market Expertise Focus
This role requires deep, practical familiarity with how financial products are distributed, evaluated, and adopted across intermediary and/or institutional markets. The ideal candidate brings firsthand exposure to broker/dealer, RIA, and/or institutional client segments (e.g., endowments and foundations, pensions, asset owners) and understands the real-world mechanics of distribution including client decision-making processes, platform dynamics, economics, and competitive considerations.
This market fluency is critical to ensuring growth strategies and go-to-market decisions are grounded in how the market actually operates, not just how it is analyzed.
Key Responsibilities
- Identify and shape near- and long-term growth initiatives by translating market, client, and competitive insights into clear strategic recommendations
- Serve as a strategic partner to Intermediary and Institutional Sales and Relationship Management leaders, helping them prioritize opportunities, target the right segments, and refine go-to-market approaches
- Apply deep knowledge of intermediary and institutional distribution models to inform commercial strategy, product positioning, and client engagement decisions
- Connect external market signals, client needs, competitor behavior, regulatory and structural shifts to specific commercial actions tied to revenue, acquisition, and retention outcomes
- Pressure-test growth strategies, product concepts, and distribution plans against real-world market mechanics and buyer behavior
- Identify and size whitespace opportunities, emerging trends, and risks that could materially impact Fidelity Institutionals growth trajectory
- Develop executive-ready points of view, presentations, and thought leadership that help leaders decide where to place bets and how to win
- Contribute to the continued evolution of the Growth Initiatives and Market Intelligence team as a proactive, insight-driven growth partner embedded in the commercial rhythm of the business
The Expertise and Skills You Bring
- MBA or equivalent advanced degree or experience
- Experience producing market or thought leadership content for senior executive or client audiences
- Familiarity with wealth management, asset management, custody, or institutional investment platforms
- Background in a matrixed, evolving, or growth-oriented organization
- 12 years of experience in financial services, with demonstrated exposure to market intelligence, growth strategy, consulting, distribution strategy, or commercial roles
- Strong working knowledge of Intermediary (broker/dealer, RIA) and/or Institutional (asset owners, pensions, EFs) distribution models, economics, and decision-making processes
- Proven ability to translate market and competitive insights into actionable growth strategies and business outcomes
- Experience partnering closely with Sales, Relationship Management, Product, or Strategy teams to support commercial execution and go-to-market success
- Hands-on familiarity with market research tools, industry data sources, and competitive intelligence frameworks, paired with sound commercial judgment
- Exceptional communication and presentation skills, with the ability to distill complexity into clear, decision-ready narratives for senior stakeholders
- Highly autonomous, comfortable operating in ambiguity, and motivated by building, shaping, and scaling growth-oriented capabilities
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
The Growth Initiatives and Market Intelligence team helps Fidelity Institutional identify and act on growth opportunities by combining outsidein perspective, deep market and competitive insight, independent commercial evaluation, and integrated thinking across the organization. The team partners closely with business leaders to ensure growth decisions are informed by external reality, aligned to enterprise goals, and focused on opportunities with clear commercial potential.
The base salary range for this position is $103,000-211,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys 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.
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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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