Senior Manager, FIA Go to Market Strategy

Fidelity Investments

$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent with 5-8 years in financial services
  • Knowledge of product development and digital experience
  • Familiarity with Fidelity's retail distribution model and FIA products
  • Strong analytical and critical thinking skills
  • Experience collaborating with cross-functional teams
  • Project management skills to manage multiple priorities
  • Demonstrated experience supporting product lifecycle activities

Responsibilities

  • Partner with business leaders to create unique annuity and insurance solutions
  • Contribute to product lifecycle from assessment to optimization
  • Synthesize research data to guide decision making
  • Collaborate with internal teams to execute aligned product roadmaps
  • Support pilots and experiments to refine value propositions
  • Develop materials and narratives for stakeholder communication
  • Track and analyze key success metrics for product evolution

Benefits

  • Collaborative and energetic team environment
  • Opportunity to influence strategic product direction
  • Engagement with cross-functional teams across Fidelity
  • Focus on innovative and customer-centric solutions
  • Emphasis on growth in annuity and insurance business
Full Job Description
Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role
We are seeking a collaborative, energetic leader to join our growing team. As the Senior Manager, Go to Market Strategy at Fidelity Insurance Agency (FIA), you will support the strategic shaping and practical execution of key annuity and insurance solutions and experiences, ensuring top-tier protection for our customers. Key responsibilities:
  • Partner with FIA business leaders to develop differentiated annuity and protection solutions by deeply understanding client segments, behaviors, and planning needs
  • Contribute to key components of the product lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization
  • Synthesize customer, market, and competitive research to inform data-driven decision making
  • Collaborate with internal teams and Fidelity Insurance Network (FIN) carriers to create, refine, and execute product roadmaps that align with business KPIs
  • Support pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions
  • Develop clear, compelling materials and narratives to communicate insights, recommendations, and outcomes to stakeholders
  • Track and analyze success metrics, providing insights to support ongoing product evolution and investment decisions


The Expertise and Skills You Bring
  • Bachelor's degree, or equivalent, with 5-8 years of financial services experience, with demonstrated knowledge of product development and management, digital experience, or consulting
  • Understanding of Fidelity's retail distribution model, digital experience platforms, planning capabilities, and FIA annuity and life insurance products
  • Strong analytical and critical thinking skills, with ability to translate insight into actionable recommendations
  • Experience collaborating with and influence cross-functional teams
  • Strong project management skill with ability to manage multiple priorities and drive initiatives forward in a fast-paced environment
  • Demonstrated experience supporting product lifecycle activities, including requirements definition, gap analysis, and business acceptance testing
  • Comfort working hands-on, with a balance of strategic thinking and executional follow-through
  • Strong communication, facilitation, and presentation skills, able to tailor messaging to different audiences
  • Highly organized, self-motivated, and intellectually curious


The FIA Commercialization & Go to Market Team is a newly established function responsible for turning insight into differentiated market-leading insurance solutions and experiences that meet the needs of Fidelity's customers. The role partners across Fidelity Wealth, Brokerage, Workplace, Marketing, CKSI, Distribution, Legal, Risk and Compliance to connect customer insight, strategy, and execution. Our dedication to collaboration cultivates a setting where ambitious and innovative ideas thrive. Join us and be a member of a team that is helping to drive growth in Fidelity's annuity and insurance business!

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.

Certifications:

Category:

Product Management

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