Conduct competitive research to identify trends, opportunities, and threats in the workplace benefits space.
Translate complex data into clear insights that inform decision-making across product, sales, and relationship management teams.
Develop and communicate a strong point of view on market dynamics and implications for Fidelity.
Build and maintain relationships with internal stakeholders and external research vendors.
Transform large datasets and apply analytical techniques to uncover meaningful patterns and opportunities.
Present findings through compelling written, verbal, and visual storytelling tailored to executive and cross-functional audiences.

Minimum of 8 years of experience in research, data analysis, or competitive intelligence.
Understanding of market and competitive research methodologies, sources, and tools.
Proven ability to synthesize complex information and communicate insights effectively to diverse audiences.
Experience influencing through research-backed recommendations.
Demonstrated familiarity with and experience researching recordkeeping fintech solutions, HRIS platforms, and the broader disruptor ecosystem.
Strong stakeholder management skills, with the ability to collaborate across sales, product, and relationship management teams.
Proficiency in transforming and analyzing large datasets; familiarity with tools such as Excel, PowerBI, Tableau, etc.
Exceptional communication skills—written, verbal, and visual—with confidence presenting.

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Senior Manager, Workplace Insights

Key skills