Fidelity Investments

Director, Investment Marketing Services – Planning, Enablement

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: New Hampshire • Rhode Island • United States

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Job Level

Lead

About the role

  • Lead capacity planning, design measurement frameworks, manage critical cross-team initiatives, and strengthen team readiness through forward-looking capability planning and a culture of continuous learning and improvement
  • Shape how Fidelity delivers high‑volume, high‑impact investment marketing content faster and smarter to meet the dynamic needs of our Institutional and Asset Management business.
  • Collaborate with cross-functional teams to deliver high-quality operational strategies,
  • Ensure performance metrics and goals are met while fostering a continuous improvement environment.

Requirements

  • Bachelor’s Degree required
  • 8 years of experience working in financial services or a similarly complex environment in a planning, marketing operations, project management, business operations, or consulting capacity
  • Knowledge of marketing content production or other regulated, data‑intensive, technology‑driven production environments preferred
  • Proven ability to lead complex, cross‑functional initiatives from discovery through implementation; highly organized project manager who thrives in fast‑paced environments with shifting priorities
  • Experience building and maintaining models to forecast capacity, resourcing, and output
  • Proficiency in defining performance metrics, building dashboards and reporting, and establishing underlying processes to ensure data accuracy and insight generation
  • A fast learner with the ability to quickly master new domains, diagnose operational issues and business requirements, and propose practical solutions
  • Strong interpersonal and communication skills, with the ability to lead through influence across diverse stakeholder groups
  • Skilled in Excel and data manipulation tools (pivot tables, formulas) and comfortable interpreting operational data to drive decision‑making
  • Skilled in PowerPoint and able to translate complex operational and planning concepts into clear, organized findings and recommendations
  • Curiosity and a continuous improvement mindset, with enthusiasm for enhancing processes, strengthening capabilities, and improving team efficiency.
Benefits
  • Flexible working hours
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
capacity planningmarketing content productionproject managementdata manipulationperformance metricsdashboard buildingforecasting modelsoperational data interpretationcontinuous improvementbusiness operations
Soft Skills
leadershiporganizational skillsinterpersonal skillscommunication skillsproblem-solvingadaptabilitycollaborationinfluencecuriosityfast learning
Certifications
Bachelor's Degree