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Job Description:

Note--this is an individual contributor role with no supervisory duties.

Position Summary

We are looking for a strong and curious researcher, data storyteller, and writer, to deepen our understanding of how economic, societal, and public policy trends are shaping retirement, financial wellbeing, and workplace outcomes across U.S. and global markets. You will help monitor and analyze developments across retirement systems, workplace savings, employee benefits, and broader workforce trends, identifying implications for large multinational employers and their employees.

The Expertise You Have

* Minimum of 5 years combination of proprietary research, primary research and external data sources, you will generate evidence-based insights that help Fidelity and our clients understand emerging challenges and opportunities in an evolving global landscape.

* Demonstrated strong partnerships with Thought Leadership colleagues, as well as research, marketing, and consulting partners to analyze a broad mix of data and insight sources.

* Undergraduate degree in Economics, Public Policy, Business, or a related field.

* Knowledge of workplace benefits, financial services, retirement systems or long-term savings is a plus.
* A collaborative and curious mindset, openness to learning, with a willingness to test new ideas and work effectively with diverse teams and stakeholders.

The Skills You Bring

Identify new opportunities to develop compelling thought leadership content and help communicate complex findings in a clear, engaging and actionable way.

* Engage with subject matter experts in retirement, benefits, and client strategy. You will also work closely with go-to-market teams to ensure insights are translated into impactful reports, client-facing presentations, reports, industry commentary, social media, and more.

* A self-starter who works well independently and as part of a broader team, with intellectual curiosity, a passion for research and a talent for uncovering meaningful stories.

* Demonstrated confidence presenting insights and perspectives to senior stakeholders and helping to shape Fidelity's understanding of the trends influencing the future of retirement and work.

*Strong written and verbal communication skills, with the ability to present complex findings clearly and confidently.
*An interest in retirement preparedness, financial wellbeing, workforce participation and the future of work, behavioral economics, coupled with the ability to connect academic, industry and market research to emerging trends.
* Demonstrated passion for understanding customer needs and translating research into compelling stories that resonate with a range of audiences, from senior leaders to clients and industry stakeholders.
* Experience conducting, writing and publishing research on workforce, retirement, financial wellbeing, employee benefits, customer behavior or broader market trends. Experience working across multiple countries or regions is preferred.

The Value You Deliver

* Provide a deep understanding of employer and employee needs and contribute to high-profile projects that inform strategic discussions across Fidelity.

*Become subject matter expert within retirement plans and overall investment strategies to support these plans

The team

The Global Thought Leadership Team sits within Fidelity's Research and Thought Leadership function. The team develops innovative research and evidence-based insights that help shape global perspectives on retirement, financial wellbeing, workplace benefits and the future of work. Our work supports multinational employers in understanding the evolving needs of their workforce and navigating an increasingly complex landscape shaped by demographic change, economic trends, workforce dynamics and public policy.

Certifications:

Category:

Marketing

About Fidelity Investments

A privately- held financial services company that is committed to helping people invest and plan for their futures.

Size: 10,000+ employees
Industry: Financial Services

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