Senior Manager, Communication Consultant
1 month ago
Job Description:
The Expertise We re Looking For
- BA/BS required
- Experience in employee benefits communication and/or financial services preferred
- 5-8 years Communications consulting experience preferred
- Series 6 or 7 and 63
\u00A0
The\u00A0Purpose\u00A0of Your Role
As an Implementation Communications Consultant you will deliver critical information to plan participants during periods of change.\u00A0 The role consults with the client to develop the implementation strategy and then operationalizes that strategy to create and deliver high-quality, cost-effective communications to participants in the Tax Exempt segments.\u00A0\u00A0 The Implementation Communication Consultant focuses on new client implementations, new plan setups, corporate actions and other large event projects.
In addition, the Implementation Communications Consultant will participate in Sales Final Presentations.\u00A0 Successful participation includes:\u00A0 the ability to present prepared material; speaking extemporaneously and answering questions/concerns off-the-cuff;\u00A0 adjusting one s presentation or responses as needed to match the tone or other logistics of the meeting; connecting with the audience.\u00A0
\u00A0
The\u00A0Skills\u00A0You Bring
- Strong presentation skills for both the sales finals and ongoing client calls to ensure the client understands the value we bring to the communications process.
- Your ability to manage multiple projects from \u201Cend-to-end\u201D (from the sales finals to the hand off to the ongoing CC) by managing all resources to ensure that deadlines and client deliverables are met, positioning Plan for Life with high adoption rates, and effectively transitioning the client to the ongoing CC.
- Being able to exceed client needs while simultaneously managing budget expectations and timeframes.
- Your ability to write and/or edit readable, user-friendly copy and integrate graphics to enhance your message.
\u00A0
The\u00A0Value\u00A0You Deliver
- Building rapport and credibility with both clients and business partners to create effective working relationships.
- Being a knowledgeable resource to ensure strong client satisfaction by analyzing client plans and transition needs, developing effective communications strategies based upon client needs and goals, and delivering high quality communication services.
- Overseeing the development and maintenance of project plans and status reports to manage multiple projects with sometimes competing priorities.
- Analyzing participant behavior and educational needs to propose best practice solutions and/or custom solutions, and actively identifying any process improvement opportunities within the C&E area and work with appropriate areas to implement changes.
\u00A0
How Your Work\u00A0Impacts\u00A0the Organization
Fidelity Tax-Exempt Market (TEM)\u00A0is a division within Fidelity Personal Investing that works on retirement plans for tax-exempt employers and their participants.\u00A0\u00A0These are mission-driven organizations who want to help people live better lives. Professors, doctors, nurses, police officers, firefighters, pastors these are people who are educating tomorrow s leaders, who take care of our loved ones, who make our communities better.\u00A0\u00A0\u00A0 It takes a total team effort to win, and we bring the full power of Fidelity s retail, workplace, technology and investing expertise to our TEM clients. Our rock-solid record-keeping platform, omni-channel guidance capabilities, relationship management and service excellence, and effective participant communications are all part of our success
Certifications:
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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.
We have other current jobs related to this field that you can find below
-
Senior Manager, Communications Consultant
2 months ago
Westlake, United States Fidelity Investments Full timeJob Description : The Role This communication consultant role sits within the Tax-Exempt Market, under Fidelity Wealth. We are aligned closely with Fidelity Workplace Investing, as we support retirement plans for tax-exempt employers and their participants. Our clients are organizations—healthcare, higher ed, government and faith-based—who want...
-
Senior Management Consultant
4 weeks ago
Westlake, Ohio, United States Fidelity TalentSource Full timeSENIOR MANAGER, BUSINESS ARCHITECTURE Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. The Senior Manager, Business Architecture will play a pivotal role defining and supporting the future servicing technology ecosystem for Fidelity. This role sits within the Advanced Process Solutions Domain...
-
Senior Plan Consultant
2 months ago
Westlake, United States Fidelity Investments Full timeJob Description : Role The Senior Plan Consultant provides document and ERISA compliance support to clients, and investment professionals and business line personnel who sell, market and service the 401(k)/403(b) retirement business. The Plan Consultant serves as a subject matter expert advisor on document, compliance and servicing issues, and...
-
Senior Manager, HR Consultant
2 weeks ago
Westlake, United States Charles Schwab Full timeYour opportunityAt Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Our HR Consulting team manages dynamic cases from business leaders related to HR practices and policies. Team members use a consultative...
-
Westlake, United States Fidelity TalentSource LLC Full timeJob Description: Health & Welfare Senior Requirements and Configuration Consultant The Senior Requirements and Configuration Consultant is a member of the Health Care Implementation and Migration organization. This is an exciting hybrid role that offers an opportunity to blend your health care domain knowledge with your systems analysis, critical thinking,...
-
Senior Manager, Liquidity Risk
1 month ago
Westlake, United States Charles Schwab Full timeYour Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Liquidity Risk Oversight (LRO) Function is situated within the Financial Risk Management (FRM) department under the Corporate Risk...
-
Westlake, United States Fidelity TalentSource LLC Full timeJob Description:Health & Welfare Senior Requirements and Configuration Consultant\u00A0\u00A0The Senior Requirements and Configuration Consultant is a member of the Health Care Implementation and Migration organization. This is an exciting hybrid role that offers an opportunity to blend your health care domain knowledge with your systems analysis, critical...
-
Westlake, United States Fidelity TalentSource LLC Full timeJob 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...
-
Senior Account Manager
2 months ago
Westlake, United States National Black MBA Association Full timeJob Description: Senior Account Manager As a Senior Account Manager supporting Fidelity Health’s Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (FSA, HRA, Commuter, RMSA, LSA). Working independently you will bring our clients from post-sale implementation and...
-
Tax Senior Manager- SALT
2 months ago
Westlake, United States Spartan Placements LLC Full timeTax Senior Manager- SALT We are seeking a highly skilled and experienced SALT Senior Manager. You will be responsible for overseeing and managing all aspects of state and local tax compliance, planning, and consulting for our clients. The ideal candidate will possess strong technical knowledge of state and local tax laws, regulations, and reporting...
-
Tax Senior Manager- SALT
2 months ago
Westlake, United States Spartan Placements, LLC Full timeJob DescriptionJob DescriptionTax Senior Manager- SALTWe are seeking a highly skilled and experienced SALT Senior Manager. You will be responsible for overseeing and managing all aspects of state and local tax compliance, planning, and consulting for our clients. The ideal candidate will possess strong technical knowledge of state and local tax laws,...
-
Senior Tax Associate
1 month ago
Westlake, United States Spartan Placements LLC Full timeTax Senior Description A rapidly growing accounting, tax, and consulting firm is currently looking to add progressive Tax Senior Associates to our Tax team at all three of our locations in Northeast Ohio (Westlake, Mayfield Heights, and Medina). The ideal candidate will be a team player first and foremost and help our tax department grow! We are looking for...
-
Sr Communications Project Manager
2 months ago
Westlake, United States Fidelity TalentSource LLC Full timeJob Description:Expertise and Skills You HaveDegree or equivalent in Journalism, Communications, English, Marketing or related field strongly desiredPrint production experience strongly desiredFive to seven years of project management experience preferredMinimum of three years Defined Contribution and writing experience preferredSeries 7 and 63 is required...
-
Leasing Consultant
1 month ago
Westlake, United States Banyan Living Ohio, LLC Full timeJob DescriptionJob DescriptionJob Title: Leasing ConsultantCompany: Banyan LivingLocation: Westlake, OhioJob Type: Full-TimeAbout Banyan Living:Banyan Living is a leading property management company dedicated to creating exceptional living environments for our residents. With a commitment to quality and innovation, we take pride in building communities where...
-
Leasing Consultant
4 weeks ago
Westlake, United States Banyan Living Ohio, LLC Full timeJob DescriptionJob DescriptionJob Title: Leasing ConsultantCompany: Banyan LivingLocation: Westlake, OhioJob Type: Full-TimeAbout Banyan Living:Banyan Living is a leading property management company dedicated to creating exceptional living environments for our residents. With a commitment to quality and innovation, we take pride in building communities where...
-
Leasing Consultant
1 week ago
Westlake, United States Banyan Living Ohio, LLC Full timeJob DescriptionJob DescriptionJob Title: Leasing ConsultantCompany: Banyan LivingLocation: Westlake, OhioJob Type: Full-TimeAbout Banyan Living:Banyan Living is a leading property management company dedicated to creating exceptional living environments for our residents. With a commitment to quality and innovation, we take pride in building communities where...
-
Tax Senior Manager
2 months ago
Westlake, United States Corrigan Krause CPA's Full timeJob DescriptionJob DescriptionDescription:Job Title: Tax Senior ManagerWe are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team!Why You Should Consider Corrigan KrauseWe are committed to hiring bright and determined individuals! Our employees enjoy...
-
Tax Senior Manager
1 week ago
Westlake, United States Corrigan Krause CPA's Full timeJob DescriptionJob DescriptionDescription:Job Title: Tax Senior ManagerWe are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team!Why You Should Consider Corrigan KrauseWe are committed to hiring bright and determined individuals! Our employees enjoy...
-
Senior Electrical Engineer
3 weeks ago
Westlake, United States Insight Global Full timeTitle: Senior Electrical Engineer Company: R.E. Warner Location: Hybrid in Westlake, OH (relocation packages available) MUST HAVES:Bachelor of Science in Electrical Engineering (specialization in electrical discipline a plus) 7+ years of Electrical Engineering experience Proficient in the use of AutoCADKnowledge of National Electrical CodeMedium voltage and...
-
Senior Electrical Engineer
3 weeks ago
Westlake, United States Insight Global Full timeTitle: Senior Electrical Engineer Company: R.E. Warner Location: Hybrid in Westlake, OH (relocation packages available) MUST HAVES:Bachelor of Science in Electrical Engineering (specialization in electrical discipline a plus) 7+ years of Electrical Engineering experience Proficient in the use of AutoCADKnowledge of National Electrical CodeMedium voltage and...
