Vice President, Thought Leadership

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Fidelity Investments
  • 21 Feb 18 2018-02-21

Vice President, Thought Leadership

The Thought Leadership team seeks an experienced writer/editor/project manager who can create content for Fidelity's investment-focused thought leadership agenda. The successful candidate will have experience developing content about investment topics and/or financial services, and the ability to think strategically about a thought leadership agenda.

The Expertise We're Looking For

  • Bachelor's degree required; progress toward CFA, MBA, or equivalent graduate degree preferred
  • A minimum of seven years of relevant professional experience, preferably in a communication, investment services, or financial services role
  • Experience researching, writing, and editing commentaries, articles, white papers, client-relations documents, etc.
  • Demonstrated expertise in communicating investment strategies, investment products, or related financial market and economic topics
  • Experience working with internal compliance and legal teams to write materials approved for external investor audiences is preferred

The Purpose of Your Role

You will help share Fidelity's highest level of investment insights with the marketplace. Working with our internal investment and marketing colleagues, you will craft messaging that tells current clients and potential customers why Fidelity is a valuable partner in reaching their investment goals. You will help professional investors and retail clients alike understand the research, analysis, and process that goes into managing Fidelity's industry-leading investment products and services. By presenting Fidelity's deep expertise in a compelling way, you will help to build customer trust and loyalty.

The Skills You Bring
  • You have superior writing and editing skills, with the demonstrated ability to present complex technical information in concise and engaging ways
  • You show a firm grasp of the financial markets and the world of investments, with an ability to convey this knowledge in writing
  • You understand the asset management, mutual funds, and financial services business, and can develop a strategic approach to differentiate the value of Fidelity's offering within this landscape
  • You bring strong interviewing and research skills, with the ability to synthesize relevant information about complex investment topics into accessible content
  • You can collaborate productively with partners who have very different skills, and communicate effectively with a broad spectrum of stakeholders
  • You can prioritize tasks and meet deadlines on multiple projects at once, while maintaining attention to detail and high quality in all of your work
  • You can proactively take ownership of cross-functional multi-stage projects, driving results
  • You can think strategically about the content that you produce against the business priorities of the firm and other communications

The Value You Deliver
  • Create content on a wide variety of subjects, including the current economic environment, asset class investment strategies, and the intersection of planning and investing
  • Manage projects end-to-end, including developing initial concepts, crafting a proposal, writing outlines and drafts, vetting with subject matter experts, collating feedback, supervising layout by our design team, executing quality control, guiding a project through compliance approval, and helping the marketing group with promoting the finished piece
  • Collaborate with executive-level investment professionals and other subject matter experts, including product managers, portfolio managers, research analysts, economic analysts, to develop content
  • Cultivate expertise in various topics, to help stakeholders in those areas formulate and execute a strategic thought leadership campaign
  • Participate as part of a wider editorial team, editing and contributing to the work of your teammates and evolving the team process to be more effective and efficient
  • Serve as the content expert and spokesperson for your content for internal education and awareness with key business partners

How Your Work Impacts the Organization

As a dedicated squad of communicators, the Thought Leadership team is instrumental in producing materials that express Fidelity's best thinking about investing, and differentiating our offerings from those of our peers. By doing your job well in writing and project-managing these materials, you help disseminate Fidelity's best insights, in order to increase the value we bring to our relationships and to grow our institutional business..Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.