Senior Manager Communications Consultant

4 days ago

Salt Lake, Utah, United States Fidelity TalentSource LLC Full time

Job Title: Senior Manager Communications Consultant

Job Summary:

Fidelity TalentSource LLC is seeking a Senior Manager Communications Consultant to join our team. As a key member of our Tax-Exempt Market team, you will be responsible for driving participant engagement with Fidelity's wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions.

Key Responsibilities:

  • 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
  • Uncover plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
  • Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
  • Communicate operational updates to participants such as fund or fee changes
  • Measure and report successes/opportunities based on the results of our communications
  • Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
  • Estimate cost of projects and bill for our services (when applicable)
  • Up to 25% travel

Requirements:

  • Experience in employee benefits communications and/or financial services preferred
  • Client consultation experience
  • 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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Why Join Fidelity:

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. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

Equal Opportunity Employer:

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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