Director - Communications Consultant, Strategic Market

4 months 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 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.

  • Strategic Communications Consultant

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled Strategic Communications Consultant to join our team at Fidelity TalentSource LLC. As a key member of our organization, you will play a critical role in developing and implementing effective communication strategies to engage our clients and drive business growth.Key ResponsibilitiesDevelop and Execute...

  • Communications Consultant

    3 weeks ago

    Westlake, Texas, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a highly skilled Communications Consultant to join our team. As a key member of our Strategic Market, you will play a critical role in driving participant engagement with our wide array of educational resources, marketing campaigns, tools, and workshops.Key Responsibilities:Develop and deploy effective...

  • Director, Client Service Manager; Strategic Market

    3 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleYou will be the primary Fidelity client service contact for Defined Contribution and emerging Workplace products for some of Fidelity s largest institutional clients. As the main contact, you collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients. The role partners with Managing...

  • Director, Client Service Manager; Strategic Market

    4 months ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The Role You will be the primary Fidelity client service contact for Defined Contribution and emerging Workplace products for some of Fidelity s largest institutional clients. As the main contact, you collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients. The role partners with Managing...

  • Strategic Deployment Specialist

    1 week ago

    Westlake, Ohio, United States Pyramid Consulting Full time

    ## Job Summary We are seeking a highly skilled Deployment Analyst to join our team at Pyramid Consulting, Inc. Our client is a leading Financial Industry company, and we are currently interviewing to fill this and other similar contract positions. ## Key Responsibilities * Build, develop, and complete plans to deploy strategic, cross-enterprise product...

  • Senior Manager, Communications Consultant

    4 months ago

    Westlake, United States Fidelity Investments Full time

    Job 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...

  • Director of Legal Practices and Communications

    1 week ago

    Westlake, Ohio, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As the Director of Legal Practices and Communications, you'll play a critical role in developing and implementing knowledge management, training, and communications strategies for the Charles Schwab Legal Services department.Key...

  • Senior Director of Defense Business Development

    2 weeks ago

    Westlake, Ohio, United States GKN Aerospace Full time

    {"Job Title": "Senior Director of Defense Business Development", "Job Summary": "We are seeking a highly experienced Senior Director of Defense Business Development to lead our strategic campaigns and drive top-line growth in the defense market. This role will be responsible for positioning GKN with the right technologies to enhance our competitive position...

  • Strategic Product Manager

    3 weeks ago

    Westlake, Ohio, United States Synergy Interactive Full time

    Job DescriptionJob Title: Strategic Product ManagerCompany: Synergy InteractiveJob Type: Full-timeLocation: RemoteAbout Us: Synergy Interactive is a leading digital product development company that specializes in creating innovative solutions for businesses.About the Role:We are seeking an experienced Strategic Product Manager to join our team. As a...

  • Marketing Director

    2 weeks ago

    Westlake, Ohio, United States Equity Trust Full time

    {"Job Title": "Vice President, Head of Marketing", "Job Summary": "At Equity Trust, we are seeking a highly skilled and experienced Vice President, Head of Marketing to lead our marketing efforts and drive business growth. The successful candidate will be responsible for developing and executing a comprehensive marketing strategy that aligns with our...

  • Pharmacy Director

    2 weeks ago

    Westlake, Ohio, United States Market District Full time

    Job SummaryWe are seeking a highly skilled and experienced Pharmacy Manager to lead our pharmacy team at Market District. As a Pharmacy Manager, you will be responsible for developing and implementing strategies to improve patient care, team performance, and business outcomes.Key ResponsibilitiesLeadership and Team ManagementDevelop and implement plans to...

  • Senior Director of Defense Business Development

    2 weeks ago

    Westlake, Ohio, United States GKN Aerospace Inc Full time

    {"Job Title": "Senior Director of Defense Business Development", "Job Summary": "We are seeking a highly experienced Senior Director of Defense Business Development to lead our strategic campaigns and drive top-line growth in the defense market. This role will be responsible for positioning GKN with the right technologies to enhance our competitive position...

  • Director, Product Readiness and Deployment Consultant

    3 months ago

    Westlake, United States Fidelity Investments Full time

    Job Description : Role Do you want to be on a team that transforms the benefits employers provide to their employees? To define the future of products and experiences that millions of people rely on to improve their financial outlook? As a Deployment Consultant supporting Fidelity’s Workplace Investing (WI) business, you will facilitate the...

  • Marketing Director

    3 weeks ago

    Westlake, Ohio, United States Equity Trust Full time

    Job SummaryThe Chief Marketing Officer is responsible for developing and executing a comprehensive marketing strategy that drives business growth and brand awareness for Equity Trust. This includes defining and implementing a brand identity, creating and nurturing prospects through various channels, and analyzing campaign performance to maximize results.Key...

  • Director, Alternative Investments

    3 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleThe Director of Alternative Investments is a key member of our investment oversight team, responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge funds, and other alternative and non-traditional investments.Key ResponsibilitiesConduct due diligence reviews on...

  • Pharmacy Director

    5 days ago

    Westlake, Ohio, United States Market District Full time

    Job SummaryWe are seeking a highly skilled and experienced Licensed Pharmacy Team Leader to join our Market District team. As a key member of our pharmacy team, you will be responsible for developing, leading, and coaching a service-conscious pharmacy team who will consistently build relationships with patients by exceeding their needs and providing safe,...

  • Director, Business Architecture

    3 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Business Architecture to join our team at Fidelity TalentSource LLC. As a key member of our organization, you will play a critical role in defining and supporting Fidelity's future operating model.Key ResponsibilitiesIdentify, validate, and shepherd development of opportunities to...

  • Compensation Director

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity is seeking a highly skilled Compensation Director to lead compensation initiatives and programs. As a key member of the HR team, you will work closely with senior leaders to design, deliver, and advise on solutions that meet the short and long-term needs of Fidelity's business and support groups.The ideal candidate will have a deep...

  • Director, Software Engineering

    6 days ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:Position Description: Develops application framework code in Snowflake, Oracle PL-SQL, AWS, Control-M, Unix shell scripts, Snaplogic and Dbt. Builds Big data repositories and reports platforms using Snowflake and Power BI. Builds data warehouses, data lakes and ETL/ELT solutions in an Agile environment. Analyzes, designs,\u00A0 develops\u00A0...

  • Deployment Specialist

    2 days ago

    Westlake, Ohio, United States Pyramid Consulting Full time

    Job Title: Deployment AnalystWe are seeking a skilled Deployment Analyst to join our team at Pyramid Consulting, Inc. in the Financial Industry.Job Summary:The successful candidate will be responsible for creating and supporting effective communications internally and externally, building, developing, and completing plans to deploy strategic,...