Fidelity Investments

Senior Marketing Manager, Fidelity Investments, Boston, MA

Fidelity Institutional, Segment Marketing

Developed and executed go-to-market plans to drive awareness, engagement, and adoption of products.
Developed segment specific targeted email campaigns and web content to support the campaigns.
Supported the Relationship Management and Sales team with the development of firm specific marketing and sales content and presentations.

Senior Marketing Manager, Fidelity Investments, Boston, MA

Fidelity Institutional, Technology and Product Marketing

Developed and executed and strategic marketing plans to increase awareness and usage of new and existing wealth management technology and product solutions.
Ability to transform ideas and information presented in discussions into visual communications: positioning, storytelling, and messaging within client presentations and related marketing content.
Drove product adoption and implement and managed a broad range of strategic marketing activities including product positioning, messaging, digital strategy and content development, targeted email campaigns, social, and partnering with public relations and compliance.
Focus on Integrations Xchange launch and HSA launch.

Senior Marketing Manager, Fidelity Charitable, Boston, MA

Designed, developed, and executed the marketing communication strategy for the donor channel to drive increased contributions and donor engagement.
Managed production and content development of the e-newsletter to educate donors on topics related to charitable giving and philanthropy.
Reported on marketing campaign results and used analytics to inform content development for ongoing campaigns.

Marketing Manager (Consultant), Fidelity Investments, Boston, MA

Managed the development and execution of national print and outdoor advertising, and local advertising and product merchandising to support the Fidelity branch locations.
Collaborated with Fidelity’s internal communication team on the development and execution of employee engagement communications.

Marketing Manager (Consultant), Fidelity Charitable Gift Fund, Boston, MA

Managed the development and execution of collateral and email communications for donor marketing programs.
Develop and execute print and online advertising campaigns targeted at both financial advisors and consumers to support fundraising goals.
Developed presentations and managed and maintained support materials for the fundraising team.

Senior Marketing Manager, Fidelity Investments, Boston, MA

Implemented and managed marketing programs for Stock Plan Services participants and executives to drive customer acquisition.
Developed a scorecard and reporting for marketing campaigns and programs to measure impact.
Managed production and content development of quarterly e-newsletters to educate participants and executives on stock plan programs and other relevant financial topics.