Director of Market Intelligence and Competitive Strategy

Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.

Boston, Massachusetts, United States
About Fidelity Investments

Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will lead market and competitive intelligence, analyze competitors and market developments, translate research into recommendations, create executive intelligence materials, and support strategic planning, product priorities, sales, and investment decisions.

Requirements

  • 8 or more years of experience in corporate strategy, consulting, product strategy, competitive intelligence, market intelligence, or financial services
  • Bachelor’s degree
  • Market analysis and strategic recommendation skills
  • Qualitative and quantitative analysis skills
  • Benchmarking
  • Market mapping
  • Scenario planning
  • Win-loss analysis
  • Executive presentation skills
  • AI, automation, analytics, and digital experience familiarity

Responsibilities

  • Lead the market and competitive intelligence agenda
  • Analyze competitors, offerings, technology, pricing, service models, partnerships, and go-to-market approaches
  • Evaluate market shifts, client needs, regulatory developments, technologies, risks, and opportunities
  • Translate research into recommendations and potential actions
  • Create executive presentations, market assessments, competitor profiles, battlecards, dashboards, and intelligence communications
  • Assess market needs, benchmark capabilities, and inform product roadmaps and investment priorities
  • Manage external research providers, analysts, consultants, experts, and data vendors
  • Build scalable intelligence processes and tools using AI and automation
  • Evaluate and refine intelligence programs

Benefits

  • Comprehensive health care coverage
  • Emotional well-being support
  • Retirement benefits
  • Paid time off
  • Parental leave
  • Charitable giving employee match program
  • Student loan repayment
  • Tuition reimbursement
  • Learning resources