H&W Communication Manager

Fidelity Investments

• $88K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of project management experience preferred.
  • 3+ years of Defined Contribution writing and communications experience preferred.
  • Series 7 and 63 required or to be obtained within 90 days of hire.
  • Client-facing experience is essential.
  • Strong executive presence and polished professionalism in client interactions.
  • Print production experience is strongly desired.

Responsibilities

  • Manage communication workflow and production for Workplace Investing materials.
  • Develop and deliver communication materials tailored to client needs.
  • Conduct research and analysis of plan-specific materials for unique client communications.
  • Oversee daily email and print production, web content, and inventory management.
  • Engage with clients and business partners using consultative techniques regarding communication services.
  • Coordinate project plans and status reports to manage multiple competing priorities.
  • Ensure compliance with regulatory mailings per FINRA and DOL requirements.

Benefits

  • Collaborative work environment with a focus on process improvement.
  • Opportunity to work with a diverse client portfolio of 10-16 clients.
  • Access to ongoing professional development and training.
  • Engagement in a fast-paced, dynamic work setting.
  • Ownership of procedural development and maintenance of policies.
Full Job Description
Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

As a Senior Communications Project Manager, you will help Fidelity's clients in collaboration with Communications Consultants to deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. You will be responsible for managing the communication workflow, production, and execution of Workplace Investing (WI) communication materials for our Strategic Market clients.

The Expertise and Skills You Bring
  • Five to seven years of project management experience preferred.
  • Minimum of three years Defined Contribution, writing and communications experience preferred.
  • Series 7 and 63 is required or obtained within 90 days of hire.
  • Client facing experience.
  • Confident, polished professionalism and a strong executive presence in front of clients and business partners.
  • Print production experience strongly desired.
  • Analytical thinking; customer service orientation; decisiveness
  • Excellent organizational and project management skills
  • Excellent and effective oral/written communication skills
  • Ability to manage multiple projects; thrive in a fast-paced deadline driven environment and work well collaboratively as well as independently that may require resourcefulness to get answers
  • Develop insight and understanding of the client's communication strategy as well as provide communication, production consultative support, and recommendations to Communications Consultants, Client Service Teams, business partners, and/or client.
  • Due to the integrated, multi-practice and complex nature of these Plans, you will research and analyze plan-specific materials to create unique regulatory, operational, and educational materials to satisfy the client's specific communications needs.
  • Daily oversight of email and print production, web content, inventory management, and issue resolution.
  • Remain current with the latest technology and are influential in supporting client communication budgets in collaboration with two Communications Consultants and managing the client portfolio for 10 -16 clients.
  • Ownership of procedural development and maintenance of policies and controls as applicable across the Strategic market segment.
  • Respond to client and business partner inquiries quickly with answers that go beyond the stated need to maintain client satisfaction.
  • Using consultative techniques to engage with clients and business partners regarding communication services and regulatory issues.
  • Participating in client meetings to review communication requirements, deliverables, and alternatives.
  • Analyze plan-specific materials to develop knowledge of each client's plan provisions.
  • Navigate the complexities of operational processes and tools to deploy participant communications.
  • Coordinate the development and maintenance of project plans and status reports to manage and balance multiple projects with competing priorities.
  • Participate in additional project management responsibilities and department initiatives.
  • Manage the creation and deployment of communications related to the 401k plan and associated Fidelity products and services.
  • Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements.


The Team

The Sr. Communications Production Manager (Sr. CPM) is responsible for handling production workflow of Workplace Investing (WI) communication materials for large size implementations, corporation actions and ongoing Strategic clients. Plans are typically complex, integrated and multi-practice (Health and Welfare and Defined Benefit). This manager will develop insight and understanding of the client's communication strategy as well as providing production consultative support and recommendations to the Client Service Team and/or client. The Sr. CPM will be responsible for oversight of daily print production, inventory management, and issue resolution. This area of focus includes the management and execution of both one time mailing materials and ongoing kit management. They will have ownership for procedure development and maintenance of policies and controls. The Sr. CPM will coordinate with various business partners and collaborate with management to identify and lead process improvement opportunities.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Communication

Similar Jobs

More Jobs at Fidelity Investments

More Finance & Insurance Jobs

Find similar H&W Communication Manager jobs: