Director, Healthcare Competitive Intelligence (Unfilled)

Job Description:

The Role

As a strategic leader within Fidelity’s Workplace Investing (WI) Client Engagement Group, the Director of Health Care Competitive Insights will drive market and competitive intelligence across the health and welfare (H&W) benefits administration sector and adjacent workplace solutions (e.g., retirement, FSAs). This role is instrumental in shaping business strategy, identifying growth opportunities, and mitigating competitive threats through data-driven insights. This is a hands-on, high-impact role ideal for a seasoned insights professional who thrives in a collaborative, fast-paced environment and is motivated by influencing business outcomes through research and analysis.

Key Responsibilities

• Lead end-to-end competitive and market intelligence for the H&W benefits outsourcing space.

• Analyze competitor strategies, offerings, technologies, and value-added services.

• Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.

• Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.

• Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.

• Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.

• Align research priorities with strategic business goals and stakeholder needs.

• Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.

• Manage third-party research vendors and data providers to enhance intelligence capabilities.

• Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.

Expertise and Skills You Bring

• 8+ years of experience in market research, strategy, or competitive intelligence within H&W benefits outsourcing or consulting industries.

• BA/BS degree required, MS/MBA or JD preferred.

• Deep knowledge of the H&W benefits landscape; experience with leading providers or consultancies preferred. Familiarity with HRIS, HCM platforms, and emerging technologies (AI, automation, cloud) in HR/benefits.

• Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.

• Excellent communication and storytelling skills; able to influence senior stakeholders.

• Proven leadership in cross-functional collaboration and stakeholder engagement.

• Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).

• Ability to synthesize diverse data sources into actionable insights.

• Comfortable navigating ambiguity and driving clarity through strategic judgment.

The Value You Deliver

• Shape business strategy through deep, evidence-based market and competitive insights.

• Empower sales and marketing with differentiated positioning and messaging to win and retain business.

• Bridge market intelligence with product innovation, driving roadmap decisions and feature development.

• Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.

The Team
The Workplace Insights team supports Fidelity’s Workplace Investing and Health businesses by delivering competitive and market intelligence. Our research empowers the organization to stay ahead in a dynamic and evolving industry.

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Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.