Director de Proyectos coordinating and supervising quantitative studies for Ipsos. Ensuring effective communication with clients and delivering high - quality reports.
About the role
- Director shaping insights that influence strategic decision-making across Fidelity’s distribution, wealth, and advisor technology businesses. Collaborating with leaders to align commercial priorities with new opportunities.
Responsibilities
- Develop research and analysis that extend beyond simple observation, delivering clear and commercially relevant recommendations that influence critical business decisions.
- Play a key role in evolving the team’s mandate, reach, and capabilities to establish it as a proactive and insightful partner embedded in the commercial rhythm of the business.
- Ensure that external market dynamics, client needs, and competitive threats continually inform internal priorities and investments.
- Translate market and competitive intelligence into actionable strategies that support revenue growth, client acquisition, and retention across intermediary and institutional channels.
- Serve as a strategic thought partner to Sales, Relationship Management, and Product leaders to help anticipate market shifts, identify whitespace opportunities, and shape client-centric solutions.
Requirements
- 7–10+ years of experience in financial services, ideally within market intelligence, competitive intelligence, management consulting, or strategy roles.
- Apply advanced financial and strategic analysis to interpret a firm's strategy from its financial results and identify actionable insights for the business.
- Synthesize complex industry data into concise, commercially relevant intelligence for senior leaders as well as day to day business partners
- Demonstrate ability to influence cross-functional teams, including senior leaders, by making data-driven, strategic recommendations.
- Demonstrate strong organization, proactive problem-solving, creativity, and adaptability to changing business priorities.
- Display exceptional relationship-building skills, operating effectively across a large, matrixed organization.
- Possess executive-level communication capabilities, including the ability to craft compelling narratives and present insights with clarity, confidence, and strategic relevance.
- Be curious, question assumptions, and focus on driving commercial results.
- Prefer experience in asset management distribution, wealth management, or intermediary channels (but not required).
- Hold an MBA, CFA, or similar advanced credential (preferred).
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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