Job Description:
Director, Competitive Insights
The Role
The Director, Competitive Insights will be the key lead for Competitive Intelligence and Industry Research within Asset Management. As part of the Asset Management Strategy & Planning team, this individual will develop an external industry perspective to inform Asset Management’s strategic priorities. This individual will bring their own ideas to further develop our competitive intelligence capabilities, identifying new, value-added analysis, and seeking to further engage our stakeholders with relevant and timely information. This will include:
- Participating in ongoing Industry & Competitive Intelligence (“CI”) efforts, including researching current events, developing industry insights, and completing time-sensitive analysis of important news (e.g., mergers and acquisitions)
- Leading and supporting the creation of monthly and quarterly competitive newsletters for an audience of ~1,000 internal associates
- Synthesizing quantitative/qualitative intelligence and preparing comprehensive research studies on various investor segments; such studies would include market size, growth, structure, key players, barriers to entry, distribution models, competitive advantages/disadvantages
- Developing and maintaining a pipeline of emerging industry trends and their potential business impact for Asset Management
- Contributing to Fidelity’s broader CI ecosystem by partnering with peers in other divisions to share knowledge and insights
The Expertise and Skills You Bring
- 7-10 years management consulting, corporate strategy, or industry research experience
- Strong academic credentials: CFA, MBA or other relevant advanced degree preferred
- Deep interest and curiosity in the Asset Management industry and competitive dynamics
- Strong strategic thinking and problem-solving skills, including an ability to independently structure problems, execute analysis, and communicate findings
- A spirit of continuous improvement to evolve existing processes and deliverables
- Excellent written and verbal communication skills
- Advanced skills in Microsoft PowerPoint and Excel
- Familiarity with major asset management industry databases, such as SimFund, Bloomberg, and eVestment, is a plus but is not required
The Team
Asset Management Strategy & Planning is responsible for defining and communicating Asset Management’s business unit strategy, as well as helping to execute against our strategic plan and top priorities. Within this team, the Director, Competitive Intelligence plays a key role in scanning the external industry landscape for competitive trends, opportunities, and threats. Sitting within the Asset Management Finance organization, AM Strategy & Planning interacts frequently with leaders across the
business, including the CFO of Asset Management, the Head of Asset Management, and other members of the Senior Leadership Team.
Note: Fidelity is not providing immigration sponsorship for this position.
Certifications:
Category:Business Strategy
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
