Digital Communications Strategist, Tax-Exempt Market Expert

1 week ago


North Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

Fidelity Investments seeks a skilled Digital Communications Strategist to join our team in the Tax-Exempt Market. As a key member of our service team, you will play a crucial role in driving participant engagement with our wide array of educational resources, marketing campaigns, tools, and workshops that help participants make informed financial decisions.

About the Role

The purpose of this role is to develop and implement effective communication strategies that meet the organizational goals and participant needs of our clients in the tax-exempt market. You will work closely with our clients to determine and map out a communication plan that aligns with their objectives and goals.

  • Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications.
  • Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches.
  • Manage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and services.
  • Respond to client inquiries quickly with answers that go beyond the stated need and delight the client.
  • Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high-quality communication services.
About You

We are seeking an experienced professional with a passion for digital communications and a proven track record of success in employee benefits communications and/or financial services. You should have excellent communication and interpersonal skills, with the ability to influence client direction and decisions.

  • Candidate must have experience in employee benefits communications and/or financial services.
  • Client consultation experience is a plus.
  • FINRA Series 7 and 63 licenses preferred (or required within 90 days).
About Fidelity

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.

Fidelity offers a competitive salary range of $80,000 - $110,000 per year, depending on experience, along with a comprehensive benefits package, including medical, dental, vision, and 401(k) matching. We also offer a hybrid working model that blends the best of both onsite and offsite work experiences.



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