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Director, Institutional Segment Marketing

Role overview

Qualifications

  • Bachelors or equivalent
  • 8-10 plus years of experience in marketing, strategy, or client engagement within asset management, financial services, or a related institutional environment
  • Demonstrated experience leading integrated marketing strategies across content, paid media, email, digital, and events
  • Strong communication and presentation skills

Responsibilities

  • Develop and deliver marketing programs aligned with key business initiatives and goals
  • Work with distribution team leaders, marketing peers, meetings and events, and other groups to optimize industry event presence
  • Share trends and best practices to influence segment strategy
  • Establish ongoing working relationships with the sales team, relationship managers, marketing peers and cross-functional business partners

Key facts

Hard skills

Other skills

  • Communication
  • Presentations

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

Come join a highly collaborative team focused on enhancing the impact of marketing programs designed to reach and engage Fidelity’s institutional investor audience.

In the Director, Institutional Segment Marketing role, you will be a key member of the Institutional Client Group (ICG) segment marketing team, contributing in three primary ways: (1) partner with business and marketing leaders to define and execute annual marketing strategies aligned to key business priorities; (2) build deep expertise in the institutional investor landscape and serve as a strong advocate for segment priorities within the broader marketing organization; and (3) design and deliver integrated, omni-channel campaigns that promote relevant investment products and solutions to targeted client segments.

This is a fast-paced, high-visibility role offering the opportunity to work across multiple teams within Fidelity Institutional and Fidelity Asset Management, driving meaningful outcomes for the business.

Key responsibilities:

The Director, Institutional Segment Marketing will manage several projects simultaneously, balancing competing priorities and coordinating with many internal stakeholders. This role requires establishing ongoing working relationships with the sales team, relationship managers, marketing peers and cross-functional business partners to ensure successful, on time and on budget delivery of marketing programs.

In this role, you will:

  • Develop and deliver marketing programs aligns with key business initiatives and goals.
  • Work with distribution team leaders, marketing peers, meetings and events, and other groups to optimize our industry event presence to get the most value from our sponsorship dollars.
  • Be a critical connection point with our client-facing teams, providing regular marketing updates.
  • Share trends and best practices to influence segment strategy, including industry and marketplace data.

The Expertise and Skills You Bring

  • Bachelors or equivalent with 8-10 plus years of experience in marketing, strategy, or client engagement within asset management, financial services, or a related institutional environment (institutional investor market experience a plus)
  • Demonstrated experience leading integrated marketing strategies across content, paid media, email, digital, and events.
  • Strong communication and presentation skills, with the ability to translate complex concepts into clear, compelling narratives.
  • Ability to take initiative and operate effectively in a highly matrixed organization.

The Team

The Institutional Segment and Solutions Marketing team is directly aligned with key business segments (in this case the Institutional Investor segment). This team develops and delivers relevant, differentiated and client centric B2B marketing programs that propel Fidelity Institutional strategic product and solution focus areas by driving prospect engagement and client adoption.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $103,000-211,000 USD per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Marketing

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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