As a Director – Plan Sponsor Marketing you’ll blend business acumen with marketing skills to help engage benefits leaders at not-for-profit organizations such as healthcare providers, colleges & universities, and faith-based institutions. You’ll have a hand in helping the relationship managers and institutional sales teams share the latest insights and showcase resources Fidelity can provide to help our clients lead a successful benefits program and improve their employees’ overall well-being.
The Director – Plan Sponsor Marketing is a member of the Communications, Analytics, and Marketing team within the Tax-Exempt Market (TEM) business unit at Fidelity. This business unit provides retirement plan services to benefits leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges & universities). Our dedicated business unit includes client-facing associates (i.e. relationship managers, communications consultants, financial planners), an analytics team and product developers.
The Plan Sponsor Marketing team develops programs and to engage benefits leaders and consultants and strengthen their relationships with Fidelity. The team provides industry and plan insights, information on new products and services and helps keep clients apprised on legislative and regulatory changes. The team also manages the relationships with several industry associations and hosts client events throughout the year.
End-to-end program management of industry association relationship and related activities; ongoing assessments with adjustments to improve ROI
Lead experience design and logistics coordination of multiple client events; partner closely with business partners through successful execution
Identifying timely and relevant topics and presenters for speaking opportunities (internal and external); lead prep and follow up
Manage communications and meetings with Tax Exempt Client Advisory Board throughout the year
Create integrated marketing and distribution plans for thought leadership that includes event/sponsorship activation elements, PR, digital content, sales campaigns
Help represent TEM business on cross-market initiatives. Connect B2B strategies, share TEM-specific requirements and/or lead development of materials to support related TEM-specific needs, partnering with various marketing, product, and internal support teams.
The Value You Deliver
Ability to create and execute an integrated marketing plan leveraging multiple distribution channels through exploration, differentiated marketing strategies & program execution
Ability to envision, strategize, and lead external messaging and events from ideation to detailed execution
Strong written communication and presentation abilities
Cross-functional collaboration with success influencing decision-making and forming effective working relationships with other business partners
Experience leading workstreams with multiple internal and outside of direct team dependencies
Keen attention to detail and ability to plan, prioritize, and take initiative with minimal direction
Experience gathering and using data-driven insights to inform work, make decisions, assess program effectiveness, and identify improvement opportunities
Comfort working in a dynamic environment, managing multiple priorities concurrently and making decisions/taking action to ensure quality delivery against commitments
BS/BA required, MBA or applicable Master’s degree a plus
7-10 years in Financial Services with some marketing strategy & communications experience preferred
Series 6 or 7 a plus
The Expertise You Have