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About the Role

This role strengthens understanding of economic, societal, and public policy trends impacting retirement, financial wellbeing, and workplace outcomes. You will lead Fidelity’s Global Thought Leadership program to engage multinational employer clients, generating evidence-based insights from proprietary research, primary research, and external data. You will partner with research, marketing, and consulting teams to analyze data, develop content, and communicate complex findings clearly and actionably. The role involves collaborating across Fidelity, engaging subject matter experts, and translating insights into impactful reports, presentations, and commentary.

Responsibilities

Develop and deliver the Global Thought Leadership strategy.
Establish the annual research agenda.
Ensure research programs support consulting priorities, regional business objectives, and strategic initiatives.
Drive continuous evolution of the research program.
Lead the design and delivery of proprietary global research programs.
Translate quantitative and qualitative research into commercially relevant insight.
Interpret research findings to identify emerging themes, behavioral trends, and strategic implications.
Serve as subject matter expert for Global Thought Leadership in support of client engagement activities.
Support executive client meetings, strategic presentations, webinars, and industry events.
Brief senior leaders for client engagements, conferences, media activity, and external speaking opportunities.
Build trusted relationships with senior stakeholders across Fidelity Investments and Fidelity International.
Align research priorities with consulting, marketing, communications, and regional business plans.
Provide strategic oversight of the development and publication of all Global Thought Leadership research outputs.
Ensure research is translated into engaging, accurate, and commercially relevant client insights.
Maintain editorial quality and consistency across all formats and channels.
Work with regional marketing and consulting teams to maximize the value of global research.
Ensure global programs can be effectively adapted for local market conditions.
Ensure all Global Thought Leadership outputs comply with applicable regulatory requirements.
Maintain governance processes supporting content review, approval, and publication.
Deliver research insights with commercial opportunities.
Develop engaging content for various audiences.
Articulate key messages and points-of-view that enable strategic conversations.
Boost impact of Fidelity thought leadership through strong partnership with Fidelity marketing, client-facing, and communications teams.
Present compelling thought leadership stories internally.

Requirements

Comfort with leading discussions, influencing partners and stakeholders, and motivating colleagues.
Strong written and verbal communication skills, with the ability to present complex findings clearly and confidently.
Strong research and analytical skills.
An interest in retirement preparedness, financial wellbeing, workforce participation and the future of work, behavioral economics, coupled with the ability to connect academic, industry and market research to emerging trends.
Demonstrated passion for understanding customer needs and translating research into compelling stories that resonate with a range of audiences.
Experience conducting, writing, and publishing research on workforce, retirement, financial wellbeing, employee benefits, customer behavior, or broader market trends.
Experience working across multiple countries or regions is preferred.
An undergraduate degree in Economics, Public Policy, Business, or a related field.
12+ years of experience in a research, policy, or thought leadership role.
Understanding of the broad global retirement/workplace benefits landscape.
Proficiency in synthesizing complex data into novel and engaging insights.
Ability to partner and collaborate effectively with regional teams.
Experience with program management, supplier procurement, contract management, and budget allocation.
Coaching and management experience of junior team members.

Skills

Research
Data Storytelling
Writing
Economic Trends Analysis
Societal Trends Analysis
Public Policy Analysis
Retirement Insights
Financial Wellbeing Insights
Workplace Outcomes Analysis
Global Market Analysis
Proprietary Research
Primary Research
External Data Analysis
Insight Development
Content Creation
Communication
Stakeholder Engagement
Program Management
Vendor Management
Quantitative Research
Qualitative Research
Client Engagement
Strategic Presentations
Webinar Delivery
Industry Event Participation
Executive Briefing
Content Strategy
Editorial Quality Management
Regional Market Adaptation
Regulatory Compliance
Budget Management
Supplier Procurement
Contract Management
Team Management
Influencing
Motivating Colleagues
Presenting Complex Findings
Behavioral Economics
Customer Needs Analysis
Storytelling
Cross-cultural Collaboration

Experience Level

12+ years of experience

Education Level

Undergraduate degree in Economics, Public Policy, Business, or a related field

About the Company

The Global Thought Leadership Team sits within Fidelity's Research and Thought Leadership function.
The team develops innovative research and evidence-based insights that help shape global perspectives on retirement, financial wellbeing, workplace benefits and the future of work.
Our work supports multinational employers in understanding the evolving needs of their workforce and navigating an increasingly complex landscape shaped by demographic change, economic trends, workforce dynamics and public policy.