Senior Manager, Communications Specialist

2 days ago


Westlake, Ohio, United States Fidelity Investments Full time

About the Role

This Communications Consultant position is part of the Tax-Exempt Market team at Fidelity Wealth. We collaborate closely with Fidelity Workplace Investing to support retirement plans for tax-exempt employers and their participants. Our clients are organizations in healthcare, higher education, government, and faith-based sectors who aim to improve people's lives. Our mission is to help their employees become retirement-ready, reflecting our culture of serving those who serve others.

The purpose of this role is to drive participant engagement with Fidelity's educational resources, marketing campaigns, tools, and workshops. The Communications Consultant helps clients develop a communication and education strategy that aligns with their organizational goals and participant needs.

The Expertise and Skills You Bring

  • Experience in employee benefits communications and/or financial services is preferred
  • Client consultation experience
  • FINRA Series 7 and 63 licenses are preferred (or required within 90 days)
  • Curiosity and a desire to learn
  • A team player who is willing to help the broader organization
  • Ability to influence client direction and decisions
  • Highly organized
  • Ability to work independently or collaboratively based on the circumstances
  • Creative problem-solving
  • Strong attention to detail
  • Ability to juggle multiple, competing priorities
  • Active and effective listening skills
  • Data-driven mindset
  • Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers
  • Ability to travel up to 25% of the time

The Value You Deliver

  • 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)

Certifications:



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