Director, Go to Market Strategy
Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this positionThe Role
We are seeking a collaborative, energetic leader to join our growing team. As the Director, 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.
Lead key components of the product lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization.
Organize and participate in customer, market, and competitive research to help ground decisions with data.
Collaborate with internal teams and Fidelity Insurance Network (FIN) carriers to create, refine, and execute product roadmaps that align with business KPIs.
Run pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions.
Build clear, compelling narratives and executive ready materials that articulate vision, tradeoffs, and impact.
Monitor and refine success metrics to inform ongoing investment and evolution.
The Expertise and Skills You Bring
Bachelor's degree, or equivalent, with 10+ 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 required
Effective storytelling using qualitative and quantitative data, market trends, business insights and other inputs to inform go-to-market strategy development
Ability to successfully collaborate with and influence multiple business and marketing partners at different levels to align against business goals
Strong project management skills and driven to own several initiatives at once with a strong track record of "getting it done"
Values pace over perfection and enjoys both big picture strategic thinking and hands-on work
Self-motivated and intellectually curious, appreciate learning new skills and capabilities
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.
Certifications:
Category:
Product ManagementPlease 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.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this positionThe Role
We are seeking a collaborative, energetic leader to join our growing team. As the Director, 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.
Lead key components of the product lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization.
Organize and participate in customer, market, and competitive research to help ground decisions with data.
Collaborate with internal teams and Fidelity Insurance Network (FIN) carriers to create, refine, and execute product roadmaps that align with business KPIs.
Run pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions.
Build clear, compelling narratives and executive ready materials that articulate vision, tradeoffs, and impact.
Monitor and refine success metrics to inform ongoing investment and evolution.
The Expertise and Skills You Bring
Bachelor's degree, or equivalent, with 10+ 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 required
Effective storytelling using qualitative and quantitative data, market trends, business insights and other inputs to inform go-to-market strategy development
Ability to successfully collaborate with and influence multiple business and marketing partners at different levels to align against business goals
Strong project management skills and driven to own several initiatives at once with a strong track record of "getting it done"
Values pace over perfection and enjoys both big picture strategic thinking and hands-on work
Self-motivated and intellectually curious, appreciate learning new skills and capabilities
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.
Certifications:
Category:
Product ManagementPlease 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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