Boston, Massachusetts, United States
- Serve as writer and editorial owner of investment thought leadership deliverables (whitepapers, articles, podcasts, webcasts, video), collaborating with subject matter experts to develop content that provides clients with unique research insights and expertise. - Distill complex investment topics, including macroeconomic dynamics, market and industry trends, and asset allocation, into clear, compelling narratives for internal and external audiences. - Manage end‑to‑end editorial and production processes across multiple stakeholders, balancing competing priorities and deadlines compliance, while maintaining high quality standards and compliance. - Partner with senior leadership and cross‑functional teams (Marketing, Distribution, Corporate Affairs, Communications, Legal, Compliance) to implement a holistic content strategy, ensuring consistent messaging across channels and aligning voice, tone, and brand to optimize engagement and drive impact.
- Consulted, developed, and executed Asset Management’s communications strategy, using storytelling, influence, and advocacy-building skills and aligning to the business strategic focus areas and enterprise-wide priorities. - Created and produced a wide range of content, with an emphasis on the multi-year plan (performance and priorities), quarterly business and financial results, leadership messages (business- and associate-specific), product launches, etc. - Managed internal and external speaking engagements for senior leaders (All-Associates Meetings, Extended Leadership Team Meetings, and client/industry meetings); developed agendas, talking points, presentations, and prep speakers, as well as tailored messaging for audience and impact. - Served as a trusted advisor and relationship manager with strong partnerships across senior leadership, Finance, and Strategy and Planning teams, in addition to Creative Solutions, Corporate Affairs (Government Relations/Public Policy), Meetings and Events, and other Fidelity functions (Marketing, Legal, Compliance) to implement a holistic strategy, ensuring message consistency and voice, tone, and branding aligned to appropriate digital channels and resonated with associates.
- Developed and executed content specifically focused on business and enterprise initiatives, including Chairman/CEO communications (internal and external speaking engagements), performance and priorities, quarterly business and financial updates (Annual Report, Annual Meeting, Shareholder Letter, infographics, CEO/CFO video scripts), Senior Management Team Meeting materials (created agenda, collaborated with business partners to prepare presenters, drafted talking points/slides), etc. - Connected, informed, and delivered complex concepts in a simple, relatable manner, utilizing an integrated, effective messaging approach across digital platforms (videos, articles, email, digital signage, etc.). - Collaborated with Enterprise/Business Communications, Creative Solutions, Meetings and Events, Office of the CEO, Corporate Finance, Strategy and Planning, Fidelity Consulting, as well as other Fidelity functions (Government Relations/Policy, Marketing, Legal, Compliance) to execute impactful communications for a variety of audiences and stakeholders.
- Wrote, edited, and conceptualized branded marketing collateral, including company portfolio, printed/published materials, project packages, and stationary. - Generated and managed annual advertising plans and budgets, and identified new opportunities across all media platforms. - Responsible for all advertising materials, including the creation of design/art direction and content generation across media platforms—both print and online. - Accountable for social media outreach and content formation, including Dering Hall, Facebook, Houzz, LinkedIn, Pinterest, as well as direct mailings, campaigns, HTMLs, and email communications. - Managed company website, and updated content and imagery. - Supervised image library, identified visual needs, organized photography budget, and scheduled seasonal photo shoots. - Worked with senior management to identify and track peer-to-peer networking opportunities, promoted team attendance, and followed up on outreach opportunities. - Pursued opportunities for public and peer speaking events; worked closely with principals to generate visual aids and presentations.
- Successfully executed multiple and complex communication programs for advisors and clients. - Wrote, developed, and edited all content for marketing collateral: Campaigns, sales ideas, presentations, brochures, direct mailings, press releases, newsletters, HTMLs, and email communications. - Consistently developed, built, and executed new marketing materials. - Proactively managed relationships with internal partners, compliance/legal, and vendors.
- Led small-to mid-size marketing projects; managed initiatives from concept development to distribution, including compliance, FINRA, and pre-approval firm review. - Coordinated and oversaw marketing campaigns to key account firms. Identified best communication methods to reach targeted client, advisor, and internal/external sales audiences. - Conceptualized, wrote, and edited all marketing materials: Product brochures, fact cards, sales ideas, campaign mailings, newsletters, press releases, marketing presentations, HTML, and email communications. Tailored messaging to be most effective in print, online, email, and other media. - Collaborated with Design, Production, and Agency teams to ensure quality and consistency; guided and earned buy-in on visual and graphic development.
- Contributed to sales and marketing activities for the Structured Settlement department. - Wrote all content for the widely used monthly publication SettlementSense. - Developed key marketing materials for brokers and clients; key contributor to the website, including a major redesign, and participated in all phases of implementation. - Led daily and weekly sales reporting and data analysis.