Senior Manager, Workplace Insights

Responsibilities

• Conduct competitive research to identify trends, opportunities, and threats in the workplace benefits space.
• Translate complex data into clear insights that inform decision-making across product, sales, and relationship management teams.
• Develop and communicate a strong point of view on market dynamics and implications for Fidelity.
• Build and maintain relationships with internal stakeholders and external research vendors.
• Transform large datasets and apply analytical techniques to uncover meaningful patterns and opportunities.
• Present findings through compelling written, verbal, and visual storytelling tailored to executive and cross-functional audiences.

• Minimum of 8 years of experience in research, data analysis, or competitive intelligence.
• Understanding of market and competitive research methodologies, sources, and tools.
• Proven ability to synthesize complex information and communicate insights effectively to diverse audiences.
• Experience influencing through research-backed recommendations.
• Demonstrated familiarity with and experience researching recordkeeping fintech solutions, HRIS platforms, and the broader disruptor ecosystem.
• Strong stakeholder management skills, with the ability to collaborate across sales, product, and relationship management teams.
• Proficiency in transforming and analyzing large datasets; familiarity with tools such as Excel, PowerBI, Tableau, etc.
• Exceptional communication skills—written, verbal, and visual—with confidence presenting.