At a Glance
- Tasks: Lead research and storytelling to shape insights on retirement and financial wellbeing.
- Company: Join a leading financial services firm focused on global thought leadership.
- Benefits: Competitive salary, professional development, and opportunities for impactful work.
- Other info: Collaborative team environment with opportunities for growth and innovation.
- Why this job: Make a difference by influencing workplace outcomes for multinational employers.
- Qualifications: 12+ years in research or thought leadership; strong analytical and communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Job Description
Seeking a strong and inquisitive researcher, data storyteller, and writer, to strengthen 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 lead Fidelity's Global Thought Leadership program to engage and support large multinational employer clients and their employees.
Drawing on a 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.
You will partner closely with Thought Leadership colleagues, as well as research, marketing, and consulting partners to analyze a broad mix of data and insight sources.
You will identify new opportunities to develop compelling thought leadership content and help communicate complex findings in a clear, engaging and actionable way.
Working collaboratively across Fidelity, you will 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.
The role is accountable for research and thought leadership strategy, insight development, stakeholder engagement, content governance, regulatory oversight, regional activation, budget management and vendor management.
About your 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.
Expectations of this role
- Develop and deliver the Global Thought Leadership strategy, ensuring alignment with FWC & FIL priorities.
- Establish the annual research agenda by identifying emerging client issues, market developments and commercial opportunities.
- Ensure research programs support consulting priorities, regional business objectives and long-term strategic initiatives.
- Drive continuous evolution of the research program to maximize business relevance and commercial value.
- Research Program Leadership: Lead the design and delivery of proprietary global research programs.
- Insight
Development: Translate quantitative and qualitative research into commercially relevant insight.
Interpret research findings to identify emerging themes, behavioral trends and strategic implications.
- Client & Commercial
Engagement: Serve as subject matter expert for Global Thought Leadership in support of client engagement activities.
Support executive client meetings, strategic presentations, webinars and industry events.
Brief senior leaders for client engagements, conferences, media activity and external speaking opportunities.
- Stakeholder management: Build trusted relationships with senior stakeholders across Fidelity Investments and Fidelity International.
Align research priorities with consulting, marketing, communications and regional business plans.
- Content
- Strategy
Governance: Provide strategic oversight of the development and publication of all Global Thought Leadership research outputs.
Ensure research is translated into engaging, accurate and commercially relevant client insights.
Maintain editorial quality and consistency across all formats and channels.
- Regional
Activation: Work with regional marketing and consulting teams in key markets to maximize the value of global research.
With a 'globally consistent, locally relevant' mindset, ensure global programs can be effectively adapted for local market conditions.
- Governance, Risk & Compliance: Ensure all Global Thought Leadership outputs comply with applicable regulatory requirements.
Maintain governance processes supporting content review, approval and publication.
- The Skills You Bring
- Comfort with leading discussions, influencing partners and stakeholders, and motivating colleagues.
- Strong written and verbal communication skills, with the ability to present complex findings clearly and confidently.
- Strong research and analytical skills.
- 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 Expertise You Bring
- An undergraduate degree in Economics, Public Policy, Business, or a related field, with 12+ years of experience in a research, policy, or thought leadership role.
- Understanding of the broad global retirement/workplace benefits landscape
- Proficiency in synthesizing complex data into novel and engaging insights
- Ability to partner and collaborate effectively with regional teams across FWC & FIL.
- Experience with program management, supplier procurement, contract management and budget allocation.
- Coaching and management experience of junior team members
- The Value You Deliver
- Delivers research insights with commercial opportunities
- Develop engaging content for various audiences
- Articulates key messages and points-of-view that enable strategic conversations internally and with employers, advisors, and other key audiences
- Boosts impact of Fidelity thought leadership through strong partnership with Fidelity marketing, client-facing, and communications teams.
- Presents compelling thought leadership stories internally
Certifications
- Category
- #J-18808-Ljbffr
Director, Global Thought Leadership employer: Fidelity Investments Inc.
Fidelity is an exceptional employer that fosters a collaborative and innovative work culture, particularly within the Global Thought Leadership team. Employees benefit from extensive professional growth opportunities, engaging in meaningful research that shapes the future of retirement and financial wellbeing on a global scale. With a commitment to employee development and a focus on impactful insights, Fidelity provides a unique environment where your contributions can make a significant difference for multinational clients and their employees.
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We think you need these skills to ace Director, Global Thought Leadership
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Fidelity Investments Inc., tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Fidelity Investments Inc.
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Fidelity Investments Inc.’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
