Senior Manager, Marketing
Durham, NC · On-site
Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity ... including donors, financial advisors, and nonprofits. You will own and complete marketing ...
Durham, NC · On-site
Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity ... including donors, financial advisors, and nonprofits. You will own and complete marketing ...
Durham, NC · On-site
Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity ... including donors, financial advisors, and nonprofits. You will own and complete marketing ...
Durham, NC · On-site
$130K - $264K/yr
These capabilities form the foundation of Fidelity's Financial Planning & Advice experience and ... and advisor-led channels * Track record of translating customer needs into scalable product ...
Durham, NC · On-site
$130K - $264K/yr
These capabilities form the foundation of Fidelity's Financial Planning & Advice experience and ... and advisor-led channels * Track record of translating customer needs into scalable product ...
Financial Representative The Role We believe that as a Financial Representative, you make a key ... Customer Service Please be advised that Fidelity's business is governed by the provisions of the ...
Financial Representative The Role We believe that as a Financial Representative, you make a key ... Customer Service Please be advised that Fidelity's business is governed by the provisions of the ...
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Note: Fidelity will not provide immigration sponsorship for this position. The Role As an ... related financial activities and the rules and regulations of numerous self-regulatory ...
Note: Fidelity will not provide immigration sponsorship for this position. The Role As an ... related financial activities and the rules and regulations of numerous self-regulatory ...
$17.25 - $21.50/hr
... Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve ...
$17.25 - $21.50/hr
... Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve ...
Durham, NC · On-site
Note: Fidelity will not provide immigration sponsorship for this position. The Role As an ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
Note: Fidelity will not provide immigration sponsorship for this position. The Role As an ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$17.25 - $21.50/hr
... Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve ...
Durham, NC · On-site
$17.25 - $21.50/hr
... Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve ...
Durham, NC · On-site
$14 - $19.25/hr
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$14 - $19.25/hr
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$14 - $19.25/hr
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$14 - $19.25/hr
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$14 - $19.25/hr
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$14 - $19.25/hr
Customer Service Please be advised that Fidelity's business is governed by the provisions of the ... related financial activities and the rules and regulations of numerous self-regulatory ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience ... The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience ... The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience ... The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised ...
Degree in Finance, Investments, Accounting, or a related field. * 10-12 years of experience ... The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised ...
... local advisor. In this role you will work directly with clients to help them make investment ... Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ...
... local advisor. In this role you will work directly with clients to help them make investment ... Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ...
... local advisor. In this role you will work directly with clients to help them make investment ... Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ...
... local advisor. In this role you will work directly with clients to help them make investment ... Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ...
$102K - $139K/yr
Our team develops top-tier data solutions for Fidelity Strategic Advisor Inc.'s managed account ... related financial activities and the rules and regulations of numerous self-regulatory ...
$102K - $139K/yr
Our team develops top-tier data solutions for Fidelity Strategic Advisor Inc.'s managed account ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$102K - $139K/yr
Our team develops top-tier data solutions for Fidelity Strategic Advisor Inc.'s managed account ... related financial activities and the rules and regulations of numerous self-regulatory ...
Durham, NC · On-site
$102K - $139K/yr
Our team develops top-tier data solutions for Fidelity Strategic Advisor Inc.'s managed account ... related financial activities and the rules and regulations of numerous self-regulatory ...
Training Please be advised that Fidelity's business is governed by the provisions of the Securities ... related financial activities and the rules and regulations of numerous self-regulatory ...
Training Please be advised that Fidelity's business is governed by the provisions of the Securities ... related financial activities and the rules and regulations of numerous self-regulatory ...
... of finance. Fidelity Investments began researching blockchain technology and digital assets ... Data Analytics and Insights Please be advised that Fidelity's business is governed by the ...
... of finance. Fidelity Investments began researching blockchain technology and digital assets ... Data Analytics and Insights Please be advised that Fidelity's business is governed by the ...
$35K - $44.5K
3% of jobs
$44.5K - $54.1K
3% of jobs
$54.1K - $63.6K
10% of jobs
$63.6K - $73.2K
9% of jobs
$73.4K is the 25th percentile. Wages below this are outliers.
$73.2K - $82.7K
11% of jobs
$82.7K - $92.3K
8% of jobs
The median wage is $98.5K / yr.
$92.3K - $101.8K
11% of jobs
$101.8K - $111.3K
10% of jobs
$111.3K - $120.9K
10% of jobs
$123.3K is the 75th percentile. Wages above this are outliers.
$120.9K - $130.4K
8% of jobs
$130.4K - $140K
19% of jobs
$35K
$99.3K
$140K
A typical day for a Fidelity Financial Advisor involves meeting with clients to assess their financial goals, reviewing and updating portfolio strategies, and conducting market research to recommend suitable investment options. Advisors also spend time preparing detailed financial plans, following up on client inquiries, and staying current on regulatory and market developments. The role requires close collaboration with internal partners such as relationship managers, client service teams, and investment specialists to deliver comprehensive financial solutions. This collaborative and client-focused environment ensures advisors can provide personalized advice and maintain strong, ongoing client relationships.
To thrive as a Fidelity Financial Advisor, you need a solid understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant securities licenses (such as Series 7 and 66). Familiarity with financial planning software, CRM systems, and market analysis tools is crucial for day-to-day operations. Strong interpersonal skills, active listening, and the ability to build trust are key soft skills that differentiate top advisors. These qualifications enable you to effectively guide clients toward their financial goals while upholding industry standards and fostering long-term client relationships.
A Fidelity Financial Advisor helps clients manage their investments, plan for retirement, and achieve financial goals. They provide personalized financial guidance, recommend investment strategies, and ensure clients understand their options. Advisors work within Fidelity’s framework, leveraging its resources and technology to deliver tailored financial solutions. The role requires strong relationship-building skills and a deep understanding of financial markets.

8.8
Based on 269 frontline employees who took The Breakroom Quiz
9th of 150 rated financial services
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Charitable has an opening on our Consumer and Product Marketing team for a Senior Manager, Product Marketing. This role will support communications and campaigns across B2C and B2B audiences, including donors, financial advisors, and nonprofits.
You will own and complete marketing initiatives to support new and established products and services, driving engagement, adoption and long-term dedication. This includes developing and implementing coordinated campaigns and lifecycle marketing programs that educate customers and deepen their relationship with Fidelity Charitable.
You will collaborate with business partners in product strategy, and the delivery of offerings and solutions to translate business priorities into clear, effective marketing strategies. This role spans messaging development, campaign execution, and content creation across channels, including web, email, and collateral.
Successful candidates operate with significant ownership and autonomy, thrive in a fast-paced, matrixed environment, and can prioritize multiple demands while delivering high-quality marketing and communications.
Bachelor's degree required; ideally with a background in marketing or communications/writing.
Shown success developing and implementing integrated, multi-channel marketing and communications campaigns that drive measurable business outcomes.
Experience owning the development and execution of marketing strategies that increase awareness, adoption, and engagement across B2C and B2B audiences.
Proficiency in the end-to-end execution of integrated multi-channel campaigns (email, web, collateral, digital experiences), with high-quality delivery on tight timelines.
Ability to serve as a marketing subject matter expert, providing strategic guidance and contributing to growth opportunities across the organization.
Strong writing, editing, and content development skills, with the ability to translate sophisticated products and services into clear, customer-focused messaging across the customer journey.
Experience supporting product and service marketing initiatives, including campaign strategy, product launches, asset development, and lifecycle communications.
Ability to handle multiple complex initiatives simultaneously in a fast-paced, matrixed environment, with strong project management and organizational skills and exceptional attention to detail.
Demonstrated ability to collaborate, influence, and build partnerships across cross-functional teams to drive business priorities and strategic initiatives.
Data-driven mentality with experience leveraging performance metrics and customer insights to optimize campaigns, engagement, and customer experience.
Proactive, adaptable approach capable of identifying and driving growth, optimization, and continuous improvement opportunities.
Proficiency in PowerPoint, Excel, Outlook, Word; experience with Salesforce, Tableau, Workfront, CMS tools, or similar platforms a plus.
Knowledge of Fidelity, financial services, or philanthropy preferred.
You will be a member of the Fidelity Charitable Marketing Team. We are responsible for marketing campaigns to educate and raise awareness of Fidelity Charitable and donor-advised funds, then to drive product engagement and loyalty after account opening. As part of this dynamic and collaborative team, you will partner across functions to support critical projects and campaigns. Building trust, developing strong relationships, and maintaining a growth mindset are essential to the team's success.
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.
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.
Get the full story on Breakroom
Sourced by ZipRecruiter