Fidelity's Institutional Business has over 40 years' experience in providing solutions to meet the goals of our institutional clients across Europe, Asia and the Middle East. Today Fidelity manages $73.5bn on behalf of over 400 institutional clients including pension funds, life insurers, endowment funds, family offices, sovereign wealth funds, and high net worth individuals.
Purpose of your role
Fidelity International 'FIL' established a global institutional marketing function in 2018 with the aim of developing a best in class approach to marketing for the Institutional Business, coordinating with the regional/country marketing and sales teams to ensure effective local implementation and tailoring. With local teams managing day to day campaigns, this role assists in the oversight of activity ensuring that the best of Fidelity is shared effectively across the geographic locations for the institutional business. This role will enable us to consistently put our best foot forward and so success is dependent on the individual's ability to create strong working relationships with sales, marketing and investment teams in local and central functions.
The role is integral to Fidelity International developing into a strong global institutional brand that puts quality, client insight and innovative delivery at the heart of what we do and stand for within the asset management industry. Working closely with the Global Head of Institutional Marketing, the individual will take lead or second lead responsibility for some of our most important global strategic projects.
The successful candidate will be experienced in the institutional channel, know and understand the audience base and its needs, whilst demonstrating a breadth of marketing experience enabling them to move between a variety of marketing projects across multiple marketing disciplines. They will work very closely with the Global Head of Institutional Marketing and other members of the Institutional Operating Committee and should therefore be comfortable working on strategic initiatives through to the roll out of more tactical projects. They will need to have a 'can-do' attitude and a hands-on approach no matter what the project.
Institutional Marketing Project Responsibilities: flexible, but estimated to be c. 30-40% of time
Act as project 'lead' or 'second' on a variety of global initiatives. Project examples include:
Enhancement of our Public Digital institutional platform (Internet phase 2, Marketo implementation)
Development of our Client Digital institutional platform (Secure, Digital Reporting)
Global Marketing Compliance project
Building FIL into a leading Institutional brand that meets its commercial objectives: flexible, but estimated to be c. 30-40%
Through market and competitor analysis, proactively elaborate and develop ideas and services for promotion and retention of assets
Utilizing existing research and analytics (competition) develop a framework to identify gaps in the perception of Fidelity as an institutional partner (product, communications / thought leadership, brand, positioning, digital etc.);
Assist with proposition and messaging development for priority products to ensure institutional grade content and collateral, liaising with agencies, internal sales and marketing teams and Investment Directors as necessary. Ensure messaging is effectively and consistently executed across print, web, and other mediums;
Work with local/regional marketing teams, editorial and PR to establish an institutional calendar sponsoring best practice information sharing and brand development in the institutional space. Provide advice to local teams on the institutional audience and best execution where needed. Liaise where necessary with other parts of Fidelity, such as FMR and FIAM in the US and FIC in Canada;
Institutional Marketing Budget tracking monitoring expenditure at a local and regional level.
Local Institutional Marketing Campaign Support: flexible, but estimated to be c. 20-40%
Hands on support for the UK Institutional Business working to develop and execute an annual marketing plan
Hands on support for the Global Consultant Relations team working to develop and execute an annual marketing plan
Experience and Qualifications Required
Proven track record of successful marketing executions to institutional clients;
At least 10 years direct and practical institutional experience in multiple markets across Europe, ideally in an international matrix organisation;
Established experience of understanding the context and challenges of an institutional business, including the requirements of the regulatory environment, consultant relationships, ESG, etc.;
Strategic mind set with hands-on approach;
Strong personal drive with a desire and commitment to measuring and achieving set goals, results oriented,
Independent - pro actively driving own initiatives;
Ability to perform under pressure;
Strong interpersonal and communication skills;
Highly organized, detail oriented and used to working in a fast paced environment;
Experience in digital content-driven marketing is an advantage;
Fluency in English, and ideally, an additional language;
Educated to degree level, or equivalent. Numerical degree preferred.