Posted 13 days ago
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**Director, Market Intelligence & Competitive Strategy** leads strategic intelligence for Fidelity's Workplace Investing businesses, including Stock Plan Services, Executive Services, and NQDC. Key responsibilities involve conducting market analysis, evaluating competitors, identifying growth opportunities, and translating insights into actionable strategic recommendations. The role requires a senior individual-contributor with 8+ years of experience in corporate strategy, consulting, or market intelligence, with a strong analytic mindset and excellent communication skills. Familiarity with competitive research approaches, AI/automation, and financial services technologies is preferred. Responsibilities include partnering with product, sales, and strategy teams, building scalable intelligence processes, and continual refinement of the research agenda based on business outcomes.
- Compensation
- $103,000 – $211,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Within Fidelitys Workplace Investing (WI) Client Engagement Group (CEG), the Director, Market Intelligence & Competitive Strategy will lead market and competitive intelligence for Stock Plan Services, Executive Financial Services, and Nonqualified Deferred Compensation. The role will also assess broader developments across retirement, workplace wealth, financial wellness, and participant engagement that could affect these businesses.
The Director will provide an independent, outside-in perspective on competitors, market dynamics, client needs, emerging technologies, regulatory developments, and growth opportunities. This individual will distinguish meaningful signals from market noise, develop informed points of view, and translate research into recommendations that shape business strategy, product priorities, commercial execution, and investment decisions.
This senior individual-contributor role will lead through expertise and influence, serving as a strategic partner to leaders across Product, Sales, Relationship Management, Marketing, and Strategy.
Key Responsibilities
- Establish and lead a market and competitive intelligence agenda aligned with business priorities across Stock Plan Services, Executive Services, NQDC, and adjacent Workplace Investing markets.
- Analyze established providers, emerging competitors, fintech firms, and adjacent market entrants, including their strategies, offerings, technology, pricing, service models, partnerships, and go-to-market approaches.
- Identify and evaluate market shifts, evolving client needs, regulatory developments, emerging technologies, competitive risks, and growth opportunities.
- Develop independent perspectives on market direction and translate research into clear implications, recommendations, and potential actions.
- Create executive presentations, market assessments, competitor profiles, battlecards, dashboards, and recurring intelligence communications.
- Partner with Product teams to assess market needs, benchmark capabilities, identify competitive gaps, and inform roadmaps and investment priorities.
- Support strategic planning, sales opportunities, competitive takeaways, client retention, market positioning, and thought leadership with tailored intelligence.
- Build strong relationships across Product, Sales, Relationship Management, Marketing, Strategy, and senior leadership to ensure intelligence is timely, relevant, and actionable.
- Manage external research providers, analysts, consultants, industry experts, and data vendors.
- Build scalable processes and tools for collecting, synthesizing, and distributing intelligence, including the effective use of AI and automation.
- Evaluate the impact of intelligence programs and continually refine the research agenda based on business needs and outcomes.
The Expertise and Skills You Bring
- 8+ years of experience in corporate strategy, consulting, product strategy, competitive/market intelligence, or a related financial services discipline.
- Bachelors degree required; MBA or other advanced degree preferred.
- Demonstrated ability to analyze complex markets, develop independent perspectives, and translate findings into actionable strategic recommendations.
- Strong analytical, critical-thinking, and problem-solving skills, including the ability to synthesize qualitative and quantitative information.
- Experience applying competitive and market research approaches such as benchmarking, market mapping, scenario planning, win/loss analysis, and opportunity assessment.
- Excellent written, verbal, and executive presentation skills, with the ability to communicate complex issues clearly and influence senior stakeholders.
- Proven ability to build cross-functional relationships, challenge assumptions constructively, and influence decisions without direct authority.
- Intellectual curiosity, sound judgment, learning agility, and comfort operating in an evolving and ambiguous environment.
- Familiarity with AI, automation, analytics, digital experiences, and other technologies shaping financial services.
- Experience in workplace investing, equity compensation, executive financial services, nonqualified plans, retirement, wealth management, or financial wellness is strongly preferred.
The Value You Deliver
- Provide an objective, evidence-based perspective that improves strategic, product, and investment decisions.
- Help Fidelity identify market opportunities and competitive risks
- Strengthen product differentiation, market positioning, sales effectiveness, and client retention.
- Connect external market developments with internal business priorities and recommended actions.
- Equip leaders and client-facing teams with timely intelligence that supports stronger decisions and client outcomes.
- Build a scalable intelligence capability that advances market awareness, strategic agility, and evidence-based decision-making across Workplace Investing.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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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