Fidelity Investments
Director, Global Thought Leadership
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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 and 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.
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The Skills You Bring
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- 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
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