Collateral Manager

Fidelity Boston , MA 02298

Posted 3 weeks ago

Are you analytical, strategic, creative, and collaborative and have the ability to juggle multiple projects with attention to details and deadlines? Are you passionate about project management? Are you able to prioritize across multiple stakeholders and clearly communicate with your partners? If so, look no further!

The Team

The Collateral Management (CM) team within Fidelity's Personal Investing unit oversees almost all Marketing and product communications used by our field reps to service customers ensuring we align to industry and enterprise standards. The CM ensures the materials are accurate, available, reflect all up to date financial product and legal compliance information and are included in with the appropriate communications to our customers to meet all of our regulatory obligations. The team is experts in the content they maintain as well as how and when the content is distributed to our customers.

The purpose of your role is ongoing management and implementation of PI legal documents, digital Kits, brochures and branch materials, forms, applications, web pages and fulfillment kit content for several lines of business. To achieve this, the Collateral Manager will work closely with legal and product managers to ensure content and channels are managed optimally. It is expected that this role will develop in-depth knowledge of all channels in order to provide recommendations to business partners on aligning content updates. The Collateral Manager will conduct periodic rationalization efforts to justify ongoing relevance of communications to ensure alignment with marketing communication strategies.

The Expertise You Have

  • BA/BS degree is required

  • 7 years' related work experience demonstrating responsibilities in a complex enterprise, marketing agency or matrixed environment

  • Experience working in a fast-paced environment with multiple priorities, ability to meet deadlines, and consistently deliver business results.

  • Project Management experience in a marketing/advertising agency

The Skills You Bring

  • Your strong attention to details, project management skills and ability to multi-task and prioritize

  • Strong knowledge of investment products and services a plus

  • Your experience working in a regulated industry

  • Your demonstrated ability to confidently interact with and influence business partners/stakeholders

  • You are highly collaborative and enjoy working in a highly matrixed environment

  • You bring innovative thinking and smart risk taking to any project you tackle

  • An ability to see how your work fits into the larger marketing organization

  • You are customer obsessed

  • Your experience in applying Agile principles and methods to marketing execution and use of tools like JIRA to track and prioritize work

  • An understanding of the marketing collateral lifecycle and how files are pushed through various stages to production

  • Your ability to use data to inform planning and make decisions

  • Flexibility to learn new skills and apply them to cover areas of need as priorities shift or as the team realigns

  • Your relentless commitment to driving results and owning outcomes

The Value You Deliver

  • You will be accountable for managing product and legal updates to marketing, sales and product documents sent to our customers.

  • You will ensure the materials are always available and accurate

  • That they reflect the most up to date information on the product or service.

  • That the content has been fully approved by all stakeholders

  • Coordinate updates to ensure we maximize scale and efficiency from a timing and cost standpoint.

  • You will partner with development, content and operations teams to execute

  • You will ensure communication experiences put the customer first

  • You will oversee post-release production support and maintenance

  • Lead channel forward in reducing production time, manual tasks, and non-value add activity

  • You will take personal accountability for your work.

  • Keep abreast and share best practices in marketing channel execution and technology

  • You will build strong relationships with all of your key partners.

  • You will build a strong understanding of the financial product you support and how and where the content is distributed

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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Collateral Manager