In this role, you’ll help Fidelity’s Stock Plan Services (SPS) participants better understand and navigate their equity compensation awards and ESPPs, ensuring an exceptional experience that drives engagement and creates lifetime Fidelity customers. As part of the SPS Participant Communication Team, you’ll lead the strategy, development, and delivery of high-impact educational content across the full lifecycle of our participants’ stock plan experience.
Grounded in data and a deep understanding of participant needs and behavior, you will craft compelling communications that deliver the right message at the right time. Your work will inform, support, and empower participants and help to build lifetime relationships with Fidelity.
Key responsibilities include:
- Lead cross-functional initiatives to conceive, coordinate, and execute campaigns and other initiatives that align with key business opportunities and KPIs.
- Build and nurture collaborative relationships with business partners across the enterprise to ensure alignment with broader strategies and seamless execution.
- Write high-impact communications that are clear, concise, and persuasive—designed to encourage participant action.
- Package and position communication offerings to support internal readiness and external awareness.
- Leverage data and insights to inform strategy and prioritize efforts, applying a test-and-learn mindset to improve.
- Seek opportunities to enhance scale, personalization, and efficiency across communications and processes.
The Expertise and Skills you Bring
- BS/BA or equivalent experience is preferred
- 7 years of data-driven global communications and/or marketing experience
- A skilled communicator with outstanding marketing, creative and educational writing, storytelling, and editing skills – samples or a portfolio will be required.
- You’re a pro at designing, executing, and measuring communications plans and campaigns across a variety of channels.
- Experience developing a multi-touch, multi-audience communications journey.
- Excellent project management skills, attention to detail, and flawless execution
- Proven understanding of the communications value chain from concept to design and distribution
- Audience obsessed, you know how to craft content based on different audience segments and needs
- Ability to present ideas, synthesize feedback, and formulate an action plan
- Knowledge and experience working with company stock plans or other employee benefits preferred
- You’re a self-starter, motivated, take initiative, and own your outcomes. Working both independently and in groups is fine with you.
- Commitment to continuous testing, learning, and iterating.
- You thrive on owning and updating complex communications with big, bold ideas backed by data.
- Incredibly organized, you work quickly and effectively to meet deadlines and goals. Creating a project plan and sticking to it is always top of mind.
- Creative, driven, and curious, regularly scanning for the next best communications tactics to drive engagement.
- Strong team player who values cultivating and maintaining business partner relationships with product, customer-facing communications colleagues and design partners, and who can navigate a complex, fast-paced organization with ease.
The Team
Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPS Marketing, Communications and Insights, delivers valuable insights and innovative programs and experiences that help drive SPS client growth and retention and participant engagement with their equity plans and Fidelity. We help millions of participants take advantage of their equity awards and understand how Fidelity can help with their broader financial needs through our Brokerage and Wealth offerings. We are committed to understanding customer needs, staying on top of industry trends, and evolving our strategies to ensure we are delivering results for our clients and Fidelity.
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
- Seven years of data-driven global communications and/or marketing experience
- Outstanding marketing, creative, educational writing, storytelling, and editing skills
- Communications writing samples or portfolio
- Experience designing, executing, and measuring communications plans and campaigns across multiple channels
- Experience developing multi-touch, multi-audience communications journeys
- Excellent project management skills and attention to detail
- Understanding of the communications value chain from concept through design and distribution
- Ability to create audience-segmented content based on participant needs
- Ability to present ideas, synthesize feedback, and formulate action plans
- Self-starter with initiative and ownership of outcomes
- Commitment to continuous testing, learning, and iteration
- Ability to manage complex communications and meet deadlines
- Ability to collaborate with product, customer-facing communications, design, and business partners
- Bachelor’s degree or equivalent experience
- Knowledge and experience with company stock plans or employee benefits
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.
