Job Description Please note: Current work authorization for Canada is required for all openings. You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement. This is a regular, full-time opportunity. Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally. How You’ll Make an Impact The Marketing Automation Manager will be responsible for designing and executing automated and ad-hoc campaigns, primarily using email marketing and involving some mobile marketing. Working under the guidance of the Manager, Marketing Automation, this role supports and maintains efficient operations across Fidelity’s marketing automation and sales enablement platforms, in addition to other initiatives, such as the automated production of fund performance materials. The ideal candidate will also have expertise in building and optimizing landing pages with integrated forms, developing and managing campaign workflows, and conducting analytics and reporting across various distribution lines. The objectives are to acquire and convert leads, drive sales, mitigate redemptions, and successfully promote awareness of Fidelity’s brands, products, and services. Key Accountabilities: 1. Marketing automation and sales enablement support Timely and accurate execution of email marketing campaigns in marketing automation platforms, such as Marketo. Publishing and maintenance of sales enablement material in Seismic. Ideation and execution of new email and lead generation campaigns to support AUM growth and sales. Collaborate with other teams to build and improve lead generation and nurture campaigns. Support and evolve marketing automation campaigns for various distribution channels. Build and maintain landing pages with integrated forms to support lead generation and campaign goals. Collaborate with cross-functional teams to design and optimize lead generation and nurture workflows. Knowledge and adherence to company and regulatory policies/regulations around data, consent, and privacy. 2. Database maintenance, content production and campaign execution Support the on-time and efficient delivery of performance materials (MarketPulse, FundPulse, FactSheets, Quarterly Fund Review, Performance Updates). Established customer journeys reviewed monthly - Campaign KPIs. Contribute to resource efficiency by streamlining campaign operations and content updates. 3. Marketing effectiveness, measurement, and reporting Plan, execute, and measure experiments and conversion tests. Quarterly campaign reporting. Continuous campaign effectiveness improvement as demonstrated by KPIs. Optimizing marketing automation programs for maximum performance aligned to goals. Effective communication of campaign business impact to stakeholders. Decrease in Product and Marketing resources required to keep materials up to date. Conduct research to aid others in continual optimization through A/B and multivariate testing. Assist in the development of regular reporting on campaign performance and help with conducting postmortem analysis. 4. Automation, A.I. and digital subject matter expert Participation and membership on project teams related to digital marketing initiatives. Produce documentation, process maps, and reports to support marketing operations. Conducting ongoing research into digital trends in the industry to ensure Fidelity Canada is pursuing market-leading tactics. 5. Campaign design and operations Partner with others in Marketing, Sales, Emerging distribution channels, Finance and IS to create targeted email campaigns. Monitor and adjust automation campaigns to improve KPIs and business impact. Ideate, plan, and implement new campaigns to support departmental/corporate targets. Manage audience segmentation and data quality to ensure campaign precision and effectiveness. Developing and documenting marketing automation job aides and best practices including list management, optimization, data quality, data hygiene and troubleshooting. What We Are Looking For: University degree or equivalent work experience. 3+ years of marketing operations or production management experience. Understanding of marketing automation and CRMs (e.g., Marketo, Salesforce, Adobe Journey Optimizer). Understanding of sales enablement (e.g., Seismic). Nice to Have’s: 3-5 years of experience in the Mutual Fund/Financial Services industry. Experience in document and content production technology (e.g., Adobe Creative Suite) Experience with database management and content production. PMP/Marketo Certification. The Expertise You Bring: Creative thinking with a passion for growth and performance marketing. Excellent communication skills, both written and verbal, are required. The ability to multi-task and manage multiple ongoing projects. Project management, organizational abilities, and strong analytical skills essential. Interpersonal and influencing skills to achieve goals in Fidelity’s collaborative environment. Some of the ways we will help you feel valued and supported as part of our team: Flexible working arrangements. Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you. Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy. Parental leave top-up to 100% of your salary for a period of 25 weeks. Up to $650 for home office equipment. Generous time off policy, including two paid days annually to volunteer at a charity of your choice. Diversity and inclusion programs, including an active network of Employee Resource Groups. Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation. We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years. Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground. Accommodation during the application process Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca. No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted. Why Work at Fidelity? We are proud to be recipients of the following: Awards • Canada's Top 100 Employers o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People • Great Place To Work® Certified o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's Youth o Best Workplaces for Women o Best Workplaces in Financial Services & Insurance o Best Workplaces in Ontario o Best Workplaces with Most Trusted Executive Teams • LinkedIn Top Companies in Canada • Human Resource Director (HRD) - Best Place To Work o HRD - 5-Star Benefit Program o HRD - 5-Star Diversity & Inclusion Employer Designations • Canadian Compassionate Companies – Certified • Benefits Canada's Workplace Benefits Award - Future of Work Strategy • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting • Canadian HR Reporter's Most Innovative HR Team About Us Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple - just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e-mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us. Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca Fidelity respects the privacy of your information. Click for a detailed data protection and privacy statement .
