Director - Communications Consultant, Strategic Market TX

1 month ago

westlake, United States Fidelity TalentSource LLC Full time


Job Description:

As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity s Financial Wellness and Education offerings.\u00A0 The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets.

The Expertise You Have

  • Experience in employee benefits communications and/or financial services preferred

  • Client consultation experience

  • 5+ years creating communication strategies

  • FINRA Series 7 and 63 licenses preferred (or required within 90 days)

The Purpose of Your Role

The purpose of the role is to drive participant engagement with Fidelity s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. \u00A0The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.

Job Responsibilities

  • Manage the creation and deployment of communications related to the 401k plan and associated Fidelity products and services \u00A0\u00A0

  • Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements

  • Uncovering 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\u00A0

  • Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals

  • Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches

  • Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need

  • Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications

  • Measure and report successes/opportunities based on the results of our communications

  • Estimate cost of projects and bill for our services (when applicable)

The Skills You Bring

  • 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

  • Curiosity and the desire to learn

  • Executive presence with the ability to present a variety of topics with confidence

  • Team player who is willing to help the broader organization

  • Ability to influence client direction and decisions

  • 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

How Your Work Impacts the Organization

Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs.\u00A0 You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity s vendors.\u00A0



Certifications:
Series 07 - FINRA, Series 63 - FINRA

Company Overview

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.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com.

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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com.

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