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Strategic Communication Advisor

2 months ago

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



Position Overview:

**PLEASE NOTE: THIS ROLE IS OPEN AT A DIRECTOR LEVEL. HOWEVER, THE HIRING MANAGER WILL HIRE AT THE APPROPRIATE LEVEL BASED ON CANDIDATE EXPERIENCE WHICH COULD BE A SENIOR MANAGER LEVEL**
Role Summary

This strategic communication advisor position is situated within the Tax-Exempt Market, under Fidelity Wealth. We work closely with Fidelity Workplace Investing, supporting retirement plans for tax-exempt organizations and their participants. Our clientele includes entities such as healthcare, higher education, government, and faith-based organizations, all aiming to enhance the lives of their employees. Our mission is to empower these individuals to achieve retirement readiness. We serve those who serve others, and this ethos is reflected in our interactions with clients, their employees, and our internal teams.

Qualifications You Bring

  • Background in employee benefits communication and/or financial services is preferred.
  • Experience in client consultation.
  • FINRA Series 7 and 63 licenses are preferred (or required within 90 days).

Role Purpose

The primary objective of this role is to enhance participant engagement with Fidelity's extensive range of educational resources, marketing initiatives, tools, and workshops that assist participants in making informed financial choices. The Strategic Communication Advisor collaborates with clients to devise and implement a communication and education strategy that aligns with their organizational objectives and meets participant needs.

Key Responsibilities

  • Lead or participate in client meetings to assess communication needs, deliverables, negotiate timelines, and discuss budget considerations.
  • Develop strategies for effectively conveying critical information to participants, prioritizing digital communication channels.
  • Oversee the creation and distribution of communications related to defined contribution/non-qualified plans and associated Fidelity products and services.
  • Address client inquiries promptly, providing comprehensive responses that exceed expectations.
  • Ensure high client satisfaction through the effective execution of communication strategies tailored to client needs and objectives, delivering superior communication services.
  • Identify plan-level opportunities by analyzing data from various internal sources and transforming these insights into actionable strategies.
  • Act as a liaison between our marketing team and clients to ensure mutual understanding and agreement on marketing campaigns prior to distribution.
  • Communicate operational updates to participants, including changes to funds or fees.
  • Evaluate and report on the effectiveness of communications, identifying successes and areas for improvement.
  • Ensure compliance with regulatory mailing requirements in accordance with FINRA and DOL standards.
  • Estimate project costs and bill for services as applicable.
  • Travel may be required up to 25% of the time.

Skills You Possess

  • A strong desire to learn and grow.
  • A collaborative team player willing to support the broader organization.
  • Ability to influence client decisions and directions.
  • Highly organized with strong attention to detail.
  • Capable of working independently or as part of a team as needed.
  • Creative problem-solving skills.
  • Ability to manage multiple priorities effectively.
  • Excellent active listening skills.
  • A data-driven approach to decision-making.
  • Comfortable in a fast-paced, dynamic environment requiring resourcefulness.
  • Willingness to travel up to 25% of the time.


Certifications:

Company Overview

Fidelity Investments is a privately held firm dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer investment and technology solutions to institutions and independent advisors.

Join Us

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively impacts lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to thrive both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. You do not need a finance background to succeed at Fidelity; we offer a variety of learning opportunities to help you build the career you envision. Fidelity's work model combines the advantages of remote work with in-person collaboration to meet both associate and business needs.

At Fidelity, we prioritize honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which may include a review of criminal history, civil litigations, employment, education, and credit history (role dependent). Where permitted by law, Fidelity may also conduct a pre-employment drug screening.

We invite you to Find Your Fidelity at Fidelity Investments, an equal opportunity employer committed to building a diverse workforce through a culture of inclusion and belonging.

Fidelity will provide reasonable accommodations for applicants with disabilities who require adjustments to participate in the application or interview process.