Director - Direct Marketing - Fidelity Investments - Smithfield

Job description
Personal Investing (PI) and Workplace Investing (WI), units of Fidelity Personal, Workplace and Institutional Services (PWIS), help millions of people save and invest through individual retail accounts and workplace savings plans. PI and WI build lifetime relationships with customers and provide employers with cost-effective, integrated employee benefit solutions. The companies
serve customers online, over the phone, and through a nationwide network of investor centers.

The Direct Marketing Planning & Execution team within Fidelity’s Personal Investing unit is uniquely positioned to deepen consumer engagement with investors by leveraging CRM data to plan and execute personal, relevant and timely communications via direct mail, email, statement, and direct-online channels. In this capacity, the Director serves as Fidelity’s Center of Excellence on current and emerging practices that power our best in class, segment-specific, ROI-driven Direct Marketing programs.

The Director, Direct Marketing Planning & Execution is a direct marketing strategist and leader grounded in marketing operations excellence:

Planning: (30%)
Partnering closely with Segment Marketing, crafts vision, strategy and annual plan for targeted, need-based Segment communications that acquire and deepen customer relationships over time via multi-step, integrated customer contact strategies
Applies innovative direct marketing best practices, driven by deep understanding of the target and what Fidelity’s brand means to them, to the creative and communication strategies of Segment plans
As a key member of the go-to-market segment team, advocates for plan elements that leverage direct marketing and create moments that matter for the target.
Evangelizes the benefits of A/B and multi-variant testing for iterative campaign growth.
Partners with CKSI to complete thorough post mortems of campaigns ensuring that learnings are codified and create future optimized work. Understands Test & Target suite of capabilities
Understands how to trigger an action on a behavior-based marketing program using CRM tools and leveraging Fidelity’s entire marketing toolkit
Internalizes the Segment targeting strategy and relentlessly focuses on enhancing precision in order to meet aggressive Segment marketing goals.
Partners with CKSI to provide requirements and inform modeling, drives performance analysis and optimization as well as market research analytics to drive a culture of continuous learning; drives analytic recommendations through execution
Navigates Fidelity’s distributed marketing function and understands CRM’s role within the broader organization. Actively partners with Digital, Media, Integrated Marketing and Communications, Campaign Management, CKSI, Creative and Distribution channels to leverage CRM’s role in serving customers in a holistic fashion thereby ensuring an integrated and personal customer experience that drives customer retention
Using both data and insightful story-telling, presents at both an executive and drill-down level as to how direct marketing and CRM contributed to multi-phased campaign results
Campaign Management: (70%)
End-to-end accountability for program execution – operates in an execution role guiding activities in all phases from strategic planning to creative development to deployment including incorporation (eReview) legal feedback
Understands and is committed to building a sustainable direct marketing practice built on the core principles of database marketing
Committed to flawless timely execution of high frequency direct marketing programs – includes project management, resolving issues and QA accountability
Understands and utilizes ExactTarget platform and internal processes that enable high volume versioning by Segment personality via cost effective and dynamic templates
Ensure effective use of direct marketing budget and manage within the given budget.
Partner with Digital, Advertising, PR, and Distribution channels to drive strong integration and seamless customer experience across channels in terms of Fidelity brand, messaging, positioning and tone
Partner with CKSI in developing and executing a robust test and learn agenda
Keeps abreast of the best practices in direct marketing

Desired Skills and Experience
Education and Experience
BS with 10+ years of marketing experience, preferably in direct marketing
MBA preferred, background in Management Consulting, Direct Marketing Analytics, or Statistics and Database Management within a Direct Marketing application is preferred.
Agency and corporate environment experience are preferred.

Skills and Knowledge
Direct Marketing experience required
Strong strategic and analytical skills required
Strong project management skills with ability to multi-task and prioritize
Sound creative judgment skills with past experience in direct marketing applications
Strong team player and collaborative skills
Exceptional attention to detail and quality control
Strong marketing background - understands the need to have a clear positioning tailored to our audience, focus on customer benefits and Fidelity Advantages
Strong budget management skills
Demonstrated thorough understanding of marketing campaign planning and execution as well as all operational aspects of direct marketing
Demonstrated ability to confidently interact with and influence senior organizational leaders; ability to analyze data, synthesize and present results to senior executives
Consultative approach to serving needs of internal client groups
Knowledge of financial services industry and related products, emerging CRM trends in the space, and compliance and regulatory issues related to direct marketing to financial service clients
Working knowledge of databases and compatible reporting tools

Enter your email address:

Refer This Job To Your Friends And Help Them To Find Jobs!