Senior Manager, Institutional Segment Marketing

Posted Yesterday
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Westlake, TX, USA
In-Office
Senior level
Fintech
The Role
Supports integrated marketing programs for Fidelity’s institutional investor segment, coordinating digital campaigns, events, communications, social media, product marketing, timelines, assets, and compliance approvals. Partners with client-facing and cross-functional teams, prepares marketing updates and materials, and analyzes market insights, campaign results, and industry trends to improve program effectiveness.
Summary Generated by Built In
Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

Come join a highly collaborative team focused on enhancing the impact of marketing programs designed to reach and engage Fidelity’s institutional investor audience!

In this role on the Institutional Client Group (ICG) segment marketing team, you will collaborate closely with cross-functional teams and contribute to a wide range of initiatives, including digital marketing efforts, industry events and conferences, social media activity, client communications, and product marketing campaigns. This role offers meaningful exposure across Fidelity Institutional and Asset Management, with the opportunity to build experience in a fast-paced, team-oriented environment while developing your marketing and segment knowledge.

This role requires strong organization and attention to detail, with the ability to support multiple projects simultaneously while managing timelines and deliverables across stakeholders.

In this role, you will:

  • Support the development and execution of marketing programs aligned to key business priorities, including coordinating timelines, assets, and compliance approvals.
  • Serve as a point of contact for client-facing teams by helping to prepare and deliver regular marketing updates, materials, and communications.
  • Gather and share market insights, campaign results, and industry trends to inform ongoing marketing efforts and improve program effectiveness.

The Expertise and Skills You Bring

  • Bachelor’s or equivalent with 5- 7 years of experience in marketing, strategy, or client engagement, with financial services experience preferred
  • Experience supporting integrated marketing efforts across content, digital, email, events, or paid media
  • Detail-oriented and organized, with the ability to manage multiple priorities
  • Strong communication skills, including meeting facilitation, public speaking and story development
  • Collaborative mindset and willingness to take initiative

The Team

The Institutional Segment and Solutions Marketing team is directly aligned with key business segments (in this case the Institutional Investor segment). This team develops and delivers relevant, differentiated and client centric B2B marketing programs that propel Fidelity Institutional strategic product and solution focus areas by driving prospect engagement and client adoption.

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.

Certifications:

Category:Marketing

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
  • 5–7 years of experience in marketing, strategy, or client engagement
  • Financial services experience
  • Experience supporting integrated marketing across content, digital, email, events, or paid media
  • Strong organization and attention to detail
  • Ability to manage multiple priorities and projects
  • Strong communication skills, including meeting facilitation, public speaking, and story development
  • Collaborative mindset and willingness to take initiative

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

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

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.

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