Senior Manager, Participant Engagement Strategy

Job Description:

Please Note: We are unable to offer sponsorship for this position

Senior Manager, Participant Engagement Strategy - Tax-Exempt Market (TEM)

Shape the Future of Participant Engagement.

At Fidelity, we believe in making it easier for associates to deliver exceptional experiences to participants. If you're energized by aligning vision with execution, solving complex challenges, and leading transformative strategies across teams, we want you on our team.

Who We Are

The Tax-Exempt Market (TEM) Participant Engagement team is the strategic engine behind two participant-facing distribution channels:

• TEMPA (TEM Planning & Advice)
• WEPA (Workplace Education, Planning & Advice)

Together, these channels deliver personalized education and planning experiences to workplace participants-virtually and on-site.

The Participant Engagement Strategy team serves as the connective tissue across these channels, partnering with TEM and Wealth leadership to define, evolve, and execute a unified participant engagement strategy. We drive B2B2C innovation, optimize service models, and ensure our distribution channels are aligned to deliver measurable business outcomes.

As a Senior Manager, Participant Engagement Strategy, you will play a key role in advancing strategic initiatives that enhance how we engage participants and support associates. You will:

• Support Strategy Development: Contribute to the creation and refinement of an integrated participant engagement strategy across TEMPA and WEPA. Help align stakeholders around shared goals and track progress toward outcomes.
• Use Data to Inform Service Model Enhancements: Analyze participant and associate feedback, performance metrics, and business trends to support the design of future-state service models that balance digital, virtual, and in-person experiences.
• Build and Strengthen Partnerships: Collaborate with cross-functional teams across Fidelity to support integrated efforts, share insights, and help scale successful initiatives.
• Work with Agility: Operate in an agile-like environment, contributing to planning, execution, and change management efforts across multiple strategic workstreams.

What You Bring

• Strategic Thinking: You understand systems and can connect dots across teams to support strategic priorities.
• Influence & Collaboration: You build trust, foster alignment, and contribute to team success through strong relationships and communication.
• Execution Focus: You bring structure to ambiguity, manage multiple priorities, and help move work forward with clarity and consistency.
• Communication Skills: You simplify complex ideas, contribute to executive-level presentations, and help translate strategy into action, leveraging your strong PowerPoint acumen.
• Curiosity & Initiative: You seek out new ideas, engage with adjacent teams, and proactively identify opportunities to improve participant and associate experiences.

Your Experience

• 5 years in strategy, consulting, transformation, or program/project management roles
• Experience working in large, matrixed organizations
• Familiarity with Fidelity's distribution ecosystem (TEM, Workplace, or Retail)
• Demonstrated success supporting service model design, process improvement, or business transformation
• Experience working in or supporting distribution channels preferred
• Comfort working in agile or hybrid environments
• Ability to manage multiple priorities and contribute to complex projects independently and collaboratively

The base salary range for this position is $85,000-$143,000 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Program/Project Management

Client-provided location(s): Boston, MA, North Smithfield, RI, Merrimack, NH

Job ID: Fidelity-2117287

Employment Type: OTHER

Posted: 2025-09-08T23:44:43