The Role
We are seeking a collaborative, energetic leader to join our growing team. As the Senior Manager, Go to Market Strategy at Fidelity Insurance Agency (FIA), you will support the strategic shaping and practical execution of key annuity and insurance solutions and experiences, ensuring top-tier protection for our customers. Key responsibilities:
Partner with FIA business leaders to develop differentiated annuity and protection solutions by deeply understanding client segments, behaviors, and planning needs
Contribute to key components of the product lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization
Synthesize customer, market, and competitive research to inform data-driven decision making
Collaborate with internal teams and Fidelity Insurance Network (FIN) carriers to create, refine, and execute product roadmaps that align with business KPIs
Support pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions
Develop clear, compelling materials and narratives to communicate insights, recommendations, and outcomes to stakeholders
Track and analyze success metrics, providing insights to support ongoing product evolution and investment decisions
The Expertise and Skills You Bring
Bachelor’s degree, or equivalent, with 5-8 years of financial services experience, with demonstrated knowledge of product development and management, digital experience, or consulting
Understanding of Fidelity's retail distribution model, digital experience platforms, planning capabilities, and FIA annuity and life insurance products
Strong analytical and critical thinking skills, with ability to translate insight into actionable recommendations
Experience collaborating with and influence cross-functional teams
Strong project management skill with ability to manage multiple priorities and drive initiatives forward in a fast-paced environment
Demonstrated experience supporting product lifecycle activities, including requirements definition, gap analysis, and business acceptance testing
Comfort working hands-on, with a balance of strategic thinking and executional follow-through
Strong communication, facilitation, and presentation skills, able to tailor messaging to different audiences
Highly organized, self-motivated, and intellectually curious
The FIA Commercialization & Go to Market Team is a newly established function responsible for turning insight into differentiated market-leading insurance solutions and experiences that meet the needs of Fidelity's customers. The role partners across Fidelity Wealth, Brokerage, Workplace, Marketing, CKSI, Distribution, Legal, Risk and Compliance to connect customer insight, strategy, and execution. Our dedication to collaboration cultivates a setting where ambitious and innovative ideas thrive. Join us and be a member of a team that is helping to drive growth in Fidelity's annuity and insurance business!
Fidelity’s 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.
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 or equivalent
- 5-8 years of financial services experience
- Experience with product development and management, digital experience, or consulting
- Knowledge of Fidelity's retail distribution model, digital experience platforms, planning capabilities, annuity products, and life insurance products
- Strong analytical and critical thinking skills
- Experience collaborating with and influencing cross-functional teams
- Strong project management skills and ability to manage multiple priorities
- Experience supporting product lifecycle activities, requirements definition, gap analysis, and business acceptance testing
- Strong communication, facilitation, and presentation skills
- Highly organized, self-motivated, and intellectually curious
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.
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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.
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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.
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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.
