Director of Market and Business Intelligence

Job Description:

NOTE: Fidelity will not provide immigration support for this position.

The Role

We are seeking a Director of Market and Business Intelligence who will be a senior individual contributor within the Growth Initiatives and Market Intelligence team. You will be responsible for shaping and accelerating Fidelity Institutional’s growth strategies through sharp market insight and commercial judgment. Reporting to the VP, Market and Business Intelligence, you will partner closely with Sales, Relationship Management, Product, and Strategy leaders to identify growth opportunities, pressure-test assumptions, and translate external market dynamics into decisive commercial action.

You will go beyond traditional market research delivery to drive prioritization, influence go-to-market decisions, and unlock new sources of revenue and client growth across Intermediary and Institutional channels.

Market Expertise Focus

This role requires deep, practical familiarity with how financial products are distributed, evaluated, and adopted across intermediary and/or institutional markets. The ideal candidate brings firsthand exposure to broker/dealer, RIA, and/or institutional client segments (e.g., endowments and foundations, pensions, asset owners) and understands the real-world mechanics of distribution including client decision-making processes, platform dynamics, economics, and competitive considerations.

This market fluency is critical to ensuring growth strategies and go-to-market decisions are grounded in how the market actually operates, not just how it is analyzed.

Key Responsibilities

• Identify and shape near- and long-term growth initiatives by translating market, client, and competitive insights into clear strategic recommendations
• Serve as a strategic partner to Intermediary and Institutional Sales and Relationship Management leaders, helping them prioritize opportunities, target the right segments, and refine go-to-market approaches
• Apply deep knowledge of intermediary and institutional distribution models to inform commercial strategy, product positioning, and client engagement decisions
• Connect external market signals, client needs, competitor behavior, regulatory and structural shifts to specific commercial actions tied to revenue, acquisition, and retention outcomes
• Pressure-test growth strategies, product concepts, and distribution plans against real-world market mechanics and buyer behavior
• Identify and size whitespace opportunities, emerging trends, and risks that could materially impact Fidelity Institutional’s growth trajectory
• Develop executive-ready points of view, presentations, and thought leadership that help leaders decide where to place bets and how to win
• Contribute to the continued evolution of the Growth Initiatives and Market Intelligence team as a proactive, insight-driven growth partner embedded in the commercial rhythm of the business

The Expertise and Skills You Bring

• MBA or equivalent advanced degree or experience
• Experience producing market or thought leadership content for senior executive or client audiences
• Familiarity with wealth management, asset management, custody, or institutional investment platforms
• Background in a matrixed, evolving, or growth-oriented organization
• 12 years of experience in financial services, with demonstrated exposure to market intelligence, growth strategy, consulting, distribution strategy, or commercial roles
• Strong working knowledge of Intermediary (broker/dealer, RIA) and/or Institutional (asset owners, pensions, EFs) distribution models, economics, and decision-making processes
• Proven ability to translate market and competitive insights into actionable growth strategies and business outcomes
• Experience partnering closely with Sales, Relationship Management, Product, or Strategy teams to support commercial execution and go-to-market success
• Hands-on familiarity with market research tools, industry data sources, and competitive intelligence frameworks, paired with sound commercial judgment
• Exceptional communication and presentation skills, with the ability to distill complexity into clear, decision-ready narratives for senior stakeholders
• Highly autonomous, comfortable operating in ambiguity, and motivated by building, shaping, and scaling growth-oriented capabilities

The Team

The Growth Initiatives and Market Intelligence team helps Fidelity Institutional identify and act on growth opportunities by combining outside‑in perspective, deep market and competitive insight, independent commercial evaluation, and integrated thinking across the organization. The team partners closely with business leaders to ensure growth decisions are informed by external reality, aligned to enterprise goals, and focused on opportunities with clear commercial potential.

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.

The base salary range for this position is $103,000-211,000 USD per year.  

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.

Certifications:

Category:

Marketing