Senior Manager, Go-to-Market & Strategic Planning

The Role

The Senior Manager of Go-to-Market & Strategic Planning is responsible for core components of go-to-market planning and reporting across institutional and retail initiatives, with an emphasis on sales and client service enablement, and client and prospect experience and communications. There will be opportunity to lead certain projects end-to-end, conducting discovery and facilitating conversations with partners in other functions, such as product, legal, compliance, service, and sales, to help inform planning and field readiness, and representing the GTM team on specific initiatives by speaking at cross-business or cross-firm forums to provide updates on planning progress or train field associates on product messaging. Reporting to the Vice President of Go-to-Market & Strategic Planning, the Senior Manager will work closely with the Director of Go-to-Market & Strategic Planning and segment marketers in the U.S. and UK. Fidelity Digital Assets℠ is a growth business, so comfort with varying pace of work, pivoting with the business and market needs, and operating with a high degree of ambiguity is required.

The Expertise and Skills You Bring

A client-service and risk management minded strategist and planner who uses data and insights to build and implement go-to-market plans and is skilled at navigating cross-functional, cross-business unit relationships. A strong communicator able to build narratives around go-to-market plans for internal- and external-facing initiatives that clearly articulate the business need, marketing and field enablement strategy; the ability to distill complex concepts and process flows for multiple audiences; and ensure broad internal awareness of key initiatives and progress against the business’ goals.

• Ability to seamlessly switch between big picture and more tactical thinking to ensure go-to-market plans account for other – and where relevant are integrated with – digital assets initiatives across the firm while also addressing in detail the business and field enablement needs for individual projects.
• Adept at identifying business and reputational risks and take these into consideration in developing and evolving go-to-market plans.
• Ability to dive deep on discovery and confidently driving conversations with subject matter experts on product, operations, tech, sales, service, legal, risk, and compliance teams to uncover information that may influence go-to-market strategy, value propositions, and field messaging and resources.
• Proven ability to stand up and run cross-functional workstreams within a GTM initiative.
• Collaborate with other members of the GTM team to ensure transparency, alignment, and, where appropriate, integration of various initiatives across the team.
• Ability to partner with multiple functions, including Segment Marketing and Marketing Operations to ensure on-time successful delivery of marketing assets and subsequent marketing effectiveness measurement, and the sales and service teams to ensure associates are aware of and prepared to manage inquiries and specific tasks related to go-to-market activations.
• Minimum of 3 to 5 years of experience in integrated communications, marketing, or business planning. Market research experience a plus but not required.

The Team

As a key part of the product delivery cycle, the Go-to-Market & Strategic Planning team collaborates deeply with Fidelity Digital Assets℠’ product, operations, sales, and service teams to ensure business readiness for the rollout of new or enhanced capabilities and key cross-business initiatives. Fidelity Digital Assets℠ is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. Established in 2018, Fidelity Digital Assets℠ combines the operational and technical capabilities of one of the world’s largest and most diversified financial services providers with deep and dedicated blockchain expertise to deliver a differentiated offering for institutional investors.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.