Director, Plan Sponsor Marketing


Boston, MA

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Job Description

Posted On: October 14, 2022

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 Team

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.

The Value You Deliver

  • 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.

    Required Skills

  • 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

    The Expertise You Have

  • 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