Investment Marketing Program Manager

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Job Description - Investment Marketing Program Manager

Description

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. 

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

What You’ll Do

The Investment Marketing Program Manager is responsible for delivering best-in-class product marketing to promote Fidelity’s brand, products, and services to advisors. As a senior member of the Investment Marketing team, you will contribute to Asset Under Management (AUM) growth by owning or contributing to one or more strategic marketing channel (Continuing Education Credits, Events, Sales Enablement Library) within the Investment Marketing team. Demonstrating exceptional project management skills and a strong understanding of channel activation, the Investment Marketing Program Manager ensures our products and solutions are effectivelyleveraged by advisor audiences.

How You’ll Make an Impact

  • Lead the creation and execution of robust go-to-market (GTM) strategies for Fidelity investment products, ensuring alignment with business objectives and market demands

  • Sales Enablement Library: Lead and manage the sales content management library to ensure our advisors sales team has access to accurate, compliant, and compelling content to support new and active sales cycles while also ensuring that advisor facing content on Fidelity.ca is accurate and compliant

  • Provides support for sales enablement collateral (e.g., emails, PowerPoints, Thought Leadership, POVs etc.) to scalable marketing material (e.g., articles, web copy)

  • Provide ad-hoc advisor marketing support to cross functional teams (Operations, Client Services and National Accounts)

  • Ensure compliance with communication policies, procedures, and brand standards

  • Skills and Knowledge

  • Have or be able to quickly develop—a deep working knowledge of all prioritized investments (mutual funds, ETFs, alternatives) and non-investment products and the implications of market events on advisor clients

  • An exceptional communicator who can leverage data to identify themes, build a narrative and secure buy-in

  • Strong attention to detail with the ability to ensure operational compliance in a highly regulated environment with occasional guidance for meeting compliance requirements

  • Ability to manage multiple projects in a fast-paced, deadline-driven environment, changing focus and priorities

  • Proven ability to proactively build and cultivate strong relationships with internal and external stakeholders up, down, and across the organization

  • Strong project management skills with an emphasis on bringing together multiple stakeholders and driving towards a common goal under specified timelines with minimal coaching to ensure deadlines are achieved

  • What We’re Looking For

  • University Degree (Bachelor Degree) or equivalent work experience

  • Minimum undergraduate degree in Marketing, Communications, Journalism, English or a related field

  • A minimum of 5 years of experience gained in a marketing or communications function

  • Experience working within the asset management industry or similar financial services organization would be an asset

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