Principal Research Operations Participant 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.
Maintainer signals as of 9/2/2026
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.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead participant recruitment strategy and execution for B2C and B2B research. You will develop sourcing strategies, scale research panels, manage vendors, evaluate AI agents and synthetic users, and define when human, synthetic, or hybrid research approaches are appropriate.
Requirements
- 8-10 plus years of experience in participant recruitment, research operations, UX research, market research, or a related field
- Expertise recruiting B2C and B2B participants
- Experience building and scaling participant panels, research communities, or participant databases
- Experience supporting qualitative and quantitative research
- Experience managing recruiting vendors and sourcing partnerships
- Hands-on experience building, configuring, or deploying AI agents
- Experience with synthetic users, synthetic personas, or AI-generated participant models
- Familiarity with User Interviews, UserTesting, dscout, Respondent, Qualtrics, or similar tools
- Stakeholder management skills
Responsibilities
- Lead participant recruitment strategy and execution for B2C and B2B research
- Develop scalable participant sourcing strategies
- Build, manage, and optimize research panels
- Manage recruiting vendors, participant providers, and sourcing partnerships
- Build or deploy AI agents to improve workflows
- Evaluate synthetic users and AI-generated participant models
- Develop frameworks for human, synthetic, and hybrid research approaches