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About the Role
We are looking for a strong and curious researcher, data storyteller, and writer to deepen our understanding of how economic, societal, and public policy trends are shaping retirement, financial wellbeing, and workplace outcomes across U.S. and global markets. You will help monitor and analyze developments across retirement systems, workplace savings, employee benefits, and broader workforce trends, identifying implications for large multinational employers and their employees. You will generate evidence-based insights that help Fidelity and our clients understand emerging challenges and opportunities in an evolving global landscape. This is an individual contributor role with no supervisory duties.
Responsibilities
- Monitor and analyze developments across retirement systems, workplace savings, employee benefits, and broader workforce trends.
- Identify implications for large multinational employers and their employees.
- Generate evidence-based insights using proprietary research, primary research, and external data sources.
- Partner closely with Thought Leadership colleagues, research, marketing, and consulting partners.
- Analyze a broad mix of data and insight sources.
- Identify new opportunities to develop compelling thought leadership content.
- Communicate complex findings in a clear, engaging, and actionable way.
- Engage with subject matter experts in retirement, benefits, and client strategy.
- Work closely with go-to-market teams to ensure insights are translated into impactful reports, client-facing presentations, industry commentary, and social media.
- Gain a deep understanding of employer and employee needs.
- Contribute to high-profile projects that inform strategic discussions across Fidelity.
- Present insights and perspectives to senior stakeholders.
- Shape Fidelity's understanding of the trends influencing the future of retirement and work.
- Deliver research insights with commercial opportunities.
- Develop engaging content for various audiences.
- Articulate key messages and points-of-view that enable strategic conversations internally and with employers, advisors, and other key audiences.
- Boost impact of Fidelity thought leadership through strong partnership with Fidelity marketing, client-facing, and communications teams.
- Present compelling thought leadership stories internally.
Requirements
- An undergraduate degree in Economics, Public Policy, Business, or a related field.
- 4+ years of experience in a research, policy, or thought leadership role.
- Knowledge of workplace benefits, financial services, retirement systems or long-term savings is a plus.
- A collaborative and curious mindset, openness to learning, with a willingness to test new ideas and work effectively with diverse teams and stakeholders.
- Comfort with leading discussions, influencing partners and stakeholders, and motivating colleagues.
Skills
- Strong written and verbal communication skills
- Ability to present complex findings clearly and confidently
- Strong research and analytical skills
- Interest in retirement preparedness, financial wellbeing, workforce participation and the future of work, behavioral economics
- Ability to connect academic, industry and market research to emerging trends
- Demonstrated passion for understanding customer needs
- 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
- Self-starter who works well independently and as part of a broader team
- Intellectual curiosity
- Passion for research
- Talent for uncovering meaningful stories
Experience Level
- 4+ 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.