Job Description:

Note--this is an individual contributor role with no supervisory duties.

We are looking for a strong and curious researcher, data storyteller, and writer, to deepen our understanding of how economic, societal, and public policy trends are shaping retirement, financial wellbeing, and workplace outcomes across U.S. and global markets. You will help monitor and analyze developments across retirement systems, workplace savings, employee benefits, and broader workforce trends, identifying implications for large multinational employers and their employees. Drawing on a combination of proprietary research, primary research and external data sources, you will generate evidence-based insights that help Fidelity and our clients understand emerging challenges and opportunities in an evolving global landscape. You will partner closely with Thought Leadership colleagues, as well as research, marketing, and consulting partners to analyze a broad mix of data and insight sources. You will identify new opportunities to develop compelling thought leadership content and help communicate complex findings in a clear, engaging and actionable way. Working collaboratively across Fidelity, you will engage with subject matter experts in retirement, benefits, and client strategy. You will also work closely with go-to-market teams to ensure insights are translated into impactful reports, client-facing presentations, reports, industry commentary, social media, and more. You will gain a deep understanding of employer and employee needs and contribute to high-profile projects that inform strategic discussions across Fidelity. You will be confident presenting insights and perspectives to senior stakeholders and helping to shape Fidelity's understanding of the trends influencing the future of retirement and work. We are seeking a self-starter who works well independently and as part of a broader team, with intellectual curiosity, a passion for research and a talent for uncovering meaningful stories.

About your team
The Global Thought Leadership Team sits within Fidelity's Research and Thought Leadership function. The team develops innovative research and evidence-based insights that help shape global perspectives on retirement, financial wellbeing, workplace benefits and the future of work. Our work supports multinational employers in understanding the evolving needs of their workforce and navigating an increasingly complex landscape shaped by demographic change, economic trends, workforce dynamics and public policy.

The Expertise You Bring
An undergraduate degree in Economics, Public Policy, Business, or a related field, with 4+ years of experience in a research, policy, or thought leadership role.
Knowledge of workplace benefits, financial services, retirement systems or long-term savings is a plus.
A collaborative and curious mindset, openness to learning, with a willingness to test new ideas and work effectively with diverse teams and stakeholders.

The Skills You Bring
Strong written and verbal communication skills, with the ability to present complex findings clearly and confidently.
Strong research and analytical skills.
An interest in retirement preparedness, financial wellbeing, workforce participation and the future of work, behavioral economics, coupled with the ability to connect academic, industry and market research to emerging trends.
Demonstrated passion for understanding customer needs and translating research into compelling stories that resonate with a range of audiences, from senior leaders to clients and industry stakeholders.
Experience conducting, writing and publishing research on workforce, retirement, financial wellbeing, employee benefits, customer behavior or broader market trends. Experience working across multiple countries or regions is preferred.
Comfort with leading discussions, influencing partners and stakeholders, and motivating colleagues.

The Value You Deliver
Delivers research insights with commercial opportunities
Develop engaging content for various audiences
Articulates key messages and points-of-view that enable strategic conversations internally and with employers, advisors, and other key audiences
Boosts impact of Fidelity thought leadership through strong partnership with Fidelity marketing, client-facing, and communications teams.
Presents compelling thought leadership stories internally

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