Senior Manager, Workplace Insights

Job Description:

Fidelity will not provide visa or immigration sponsorship for this position

Job Title: Sr. Manager, Workplace Insights 

The Role 

Fidelity’s Workplace Investing (WI) Client Engagement Group is seeking a strategic and analytical professional to join our Competitive Insights team as a Sr. Manager, Workplace Insights. In this role, you will conduct competitor research and analysis focused on workplace benefits solutions, delivering actionable insights that support product strategy, sales enablement, and market positioning. 

This is a hands-on, value-adding role suited for someone who enjoys working collaboratively and is motivated by using data and research to influence business decisions. This role suits someone who is inherently inquisitive, with a strong interest in emerging technologies and industry trends, continuously seeking to deepen knowledge and uncover insights. You’re a great fit for this role if you are comfortable operating in ambiguous environments, with a strong ability to synthesize disparate information, identify patterns, and translate findings into clear, actionable insights.

Key Responsibilities 

• Conduct competitive research to identify trends, opportunities, and threats in the workplace benefits space. 

• Translate complex data into clear insights that inform decision-making across product, sales, and relationship management teams. 

• Develop and communicate a strong point of view on market dynamics and implications for Fidelity. 

• Build and maintain relationships with internal stakeholders and external research vendors. 

• Transform large datasets and apply analytical techniques to uncover meaningful patterns and opportunities. 

• Present findings through compelling written, verbal, and visual storytelling tailored to executive and cross-functional audiences. 

The Expertise and Skills You Bring 

• Minimum of 8 years of experience in research, data analysis, or competitive intelligence. 

• Understanding of market and competitive research methodologies, sources, and tools. 

• Proven ability to synthesize complex information and communicate insights effectively to diverse audiences. 

• Experience influencing through research-backed recommendations. 
• Demonstrated familiarity with and experience researching recordkeeping fintech solutions, HRIS platforms, and the broader disruptor ecosystem.

• Strong stakeholder management skills, with the ability to collaborate across sales, product, and relationship management teams. 

• Proficiency in transforming and analyzing large datasets; familiarity with tools such as Excel, PowerBI, Tableau, etc. 

• Exceptional communication skills—written, verbal, and visual—with confidence presenting. 

The Team 
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.

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.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

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