Please Note: We are unable to provide visa sponsorship for this role
THE TEAM
Our Mission
We serve those who serve others. The Tax Exempt Market (TEM) supports mission driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well being.
Strategic Partnership
The TEM Participant Engagement Strategy team collaborates closely with TEM Product Leadership and two participant-facing distribution channels:
TEMPA (TEM Planning and Advice)
WEPA (Workplace Education, Planning and Advice)
Together, these channels deliver personalized education and planning experiences to workplace participants – both virtually and on-site.
The TEM Participant Engagement Strategy team partners with TEM and Wealth leadership to drive B2B2C innovation, optimize service models, and ensure distribution channels are aligned to deliver measurable business outcomes.
THE ROLE
The TEM Participant Engagement Strategy team is seeking an ambitious, client-obsessed leader with a strong track record of developing strategy, translating analytics into actionable opportunities, and driving alignment across senior stakeholders.
In this role, you will:
Lead the development of integrated participant engagement strategy, aligning senior leaders across TEM, Workplace, and Wealth. Drive clarity and enterprise decision‑making through strategic frameworks, success measures, and roadmaps.
Develop and evaluate business cases for forward‑looking initiatives, incorporating competitive landscape considerations, financial modeling, and alignment with key internal business priorities.
Synthesize data, research, and insights to shape strategic recommendations, future‑state engagement strategies, and participant service models.
Own and manage multiple complex workstreams, ensuring disciplined execution, effective prioritization, and delivery of measurable outcomes.
Demonstrate curiosity and passion for the TEM business and its participants, including mission‑driven individuals across healthcare, higher education, and other nonprofit or skilled professional sectors.
Lead change effectively, building strong cross‑functional partnerships through empathy, adaptability, and emotional intelligence.
Operate independently as a self‑starter, while collaborating effectively within a matrixed organization.
REQUIRED SKILLS and EXPERIENCE
Bachelor’s degree required
7–10 years of experience in strategy or consulting roles (financial services experience preferred)
Proven ability to independently manage large‑scale, complex initiatives
Exceptional written and verbal communication, with the ability to translate strategy into executive-level presentations
Strong analytical capabilities, including the ability to translate large and diverse data sets into clear insights and compelling narratives
Demonstrated experience synthesizing extensive research into structured frameworks and actionable recommendations
Ability to thrive in dynamic, ambiguous environments while managing multiple stakeholder groups
Positive attitude and opportunity‑oriented mindset
Please be advised that Fidelity’s 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.
Skills Required
- Bachelor's degree
- 7-10 years of experience in strategy or consulting roles
- Proven ability to manage large-scale complex initiatives
- Exceptional written and verbal communication skills
- Strong analytical capabilities
- Experience synthesizing extensive research
- Ability to thrive in dynamic environments
- Positive attitude and opportunity-oriented mindset
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
.png)
