Marketing Sales Support Institutional Publishing Associate
Smithfield, NC - USA
Job Summary
Job Description:
The Role
The Institutional Publishing Associate is responsible for creating compelling timely presentations for institutional clients and prospects that help bring to life how Fidelitys investment strategies can address their unique needs. Youll partner closely with investment product data analysis and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business as well as grow and retain important client relationships. Youll also partner with technology teams to automate presentation production and publishing. This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work.
The Expertise and Skills You Bring
Minimum Bachelors Degree or equivalent
Knowledge of financial services and/or investment products a plus
Highly organized with strong project management skills consistently setting and meeting deadlines prioritizing work and handling fast paced timelines
Strong interpersonal and verbal communication skills comfort collaborating across a range of levels and able to use good judgement in engaging business partners
Proficient with PowerPoint; able to translate data and technical information into clear compelling charts tables and other appealing visualizations and apply our design standards
Proficient with Excel and querying data; able to use formulas pivot tables and other tools to manipulate large quantities of data
Experience with Seismic Salesforce Workfront and/or Tableau preferred
Ability to be flexible and adaptive to changing content requirements workflows and new technology applications
Imagination and curiosity to explore new ways to scale and automate production processes
Intellectual curiosity and a continuous-learning mindset with the ability to independently explore new tools technologies and approaches
Self-directed learner who can independently identify opportunities and drive projects from idea to execution
The Team
Our marketing team partners closely with Fidelitys sales and clientfacing groups to create highimpact custom presentations that help win new business and deepen relationships with existing clients. We deliver tailored insightsdriven materials that showcase how Fidelitys investment capabilities solve the unique needs of institutional investors. Come explore our dynamic team!
Note: Fidelitywill not provide immigration sponsorship forthis position.
Certifications:
Category:
CommunicationMost roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
IC
About Company
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