Fidelity Investments

We are looking for a Senior Marketing Manager to join our Product Marketing and Client Development team to support the Workplace Giving business.

The Team

This role is part of the Product Marketing and Client Development organization within Workplace Investing. This team is responsible for the strategic marketing and lead gen and client engagement efforts for products and services including Executive Services, Retirement Income, PPA (Personalized Planning & Advice), Financial Foundations, Student Debt, Workplace Giving, Investment Management, and our newest API Platform. You will be part of a team that thrives on driving growth through innovation, digital channels including social and paid media, events and sales enablement while supporting one another in learning to grow the overall Workplace Investing business.

Our passion is in advancing the growth of products, benefits, and services through meaningful customer experiences and delivering the right set of benefits and services to each of our clients meeting their individual needs.

About Workplace Giving: Workplace Giving is a charitable giving platform that is available to Fidelity clients. This flexible platform makes it easy for employees to give back to their community and the causes they care about, whether it is through charitable donations or volunteering. Employers can also add a match to donations making it even more impactful. The platform has 1.8M non-profit organization for employees to choose from and employers can access reports to see the overall impact of their companies’ charitable efforts.

As the B2B Senior Marketing Manager focused on Workplace Giving, you will blend product and creative marketing expertise to drive the product’s value story and help connect that story to the overall Workplace Investing value proposition. You will work with internal stakeholders and existing Plan Sponsor clients. You will use exceptional storytelling capabilities and creativity to tell how this product benefits our existing clients and their employees. You will do this by creating support collateral, developing webinar content, live events and utilizing digital channels – both paid and earned – to drive increased demand. You will partner closely with a wide network of internal partners to advance these products’ experiences and growth objectives.

Key Areas Of Responsibility Include

• Conceptualize and execute multi-channel campaigns across the prospect and customer lifecycle, ensuring the alignment of communications and messaging across all channels.
• Partner with our digital channel, performance marketing and web teams to design, test and evolve creative lead gen and lead nurturing tactics.
• Working in partnership with the creative team, develop a holistic, overarching creative brief that captures the insights, competitive advantage and single-minded idea that provides direction to the creative team to meet objectives for advertising and other public facing communications.
• Work within the 2025 B2B Strategic Product Marketing Plans to drive awareness of Workplace Giving and support in achieving their sales goals.
• Work with the B2C team to ensure a B2B2C One Fidelity strategy.
• Partner with sales and relationship management teams to craft collateral that best position these products to potential customers
• Craft compelling stories and journeys using data to demonstrate to Plan Sponsor clients and their employees how these products can contribute to their employee’s satisfaction.
• Understand and apply legal/fiduciary standards and closely collaborate with legal/regulatory team.
• Identify, analyze, and report on success metrics and quickly pivot based on results.

The Expertise And Skills You Bring

• Bachelor’s degree: MBA preferred.
• 5+ years successfully developing and driving marketing initiatives and campaigns with large cross-functional teams.
• A digital-first, data-driven approach, and desire to leverage data and insights to drive marketing strategy.
• Function as the marketing SME (Subject Matter Expert) on cross functional teams; full understanding of how to consult on/shape business partner questions/hypotheses and advise on potential marketing efforts and develop a comprehensive digital-first marketing plan.
• Develop the marketing strategy by understanding the competitive market, the ever-changing financial environment and outlook as well as pending legislation that will affect the product and distill that information into measurable insights and learning agenda.
• Measurement / reporting – optimize awareness and engagement to drive desired customer and business outcomes and refine strategy based on findings.
• Passion for marketing and desire to test emerging marketing trends as part of an ongoing learning agenda.
• Ability to lead multiple projects at once with an outstanding level of detail orientation; bias for action and desire to own the outcome.
• Strong professional presence with excellent written/verbal communication skills, including meeting facilitation, and ability to create compelling support materials.
• Exemplifies leadership and persistence while navigating various platforms and channels, with a willingness to question the status quo while driving innovation.
• Strong project management skills to advance projects across multiple platforms, channels, and partner organizations
• Ability to work independently, driving projects to completion in a matrixed environment.
• Outstanding relationship-building skills with product, marketing, sales, and relationship management stakeholders.