The Vice President, Workplace Insights supports the Client Engagement Group and Workplace Investing (WI) Senior Leadership Team by developing external industry perspective and insights that will impact WI strategic priorities and help Fidelity compete in the marketplace. The role will lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business. Sitting at the intersection of data, insights and voice of customer, this role will help the WI organization filter out true signal from noise (key voice on what trends/signals matter most to Fidelity), understand Fidelity’s position in key markets and influence strategic investments to position Fidelity for long term success. As a key member of the Workplace Insights team, this role’s contributions will directly impact efforts to grow, run, and scale the business.
The Expertise and Skills You BringSuccessful candidates will be strong leaders with critical thinking and analytical skills and be capable of turning research and data into insights:
- Bachelor’s degree and MBA required.
- 10+ years’ experience in financial services and/or strategy consulting.
- Robust analytical thinking and a creative approach to tackling strategic business issues.
- Ability to lead sophisticated projects and strategic research across teams, and exercise influence and autonomy amidst shifting priorities and timelines.
- Analyze the momentum of fintech startups, AI, tech markets, and competitive dynamics.
- Ability to contribute to projects / initiatives in a variety of capacities to help ensure successful outcomes.
- Proficiency in verbal / written communication and comfort with storytelling and presentation tools, including the Microsoft Office suite, Tableau or PowerBI.
- Willingness to learn and adapt quickly; to offer and accept feedback.
- Knowledge of Fidelity could be meaningful for navigating organization and achieving goals.
Fidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 26,000 companies and their 50 million employees. The Workplace Insights team is responsible for driving informed decisions and setting strategic direction through actionable insights and consultative partnerships that put the client, advisor and employee at the center of everything we do. We partner closely with key leaders and functions across WI and the enterprise, including the Business Domains, Communications, Marketing, Finance and Technology.
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.
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
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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.
