Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

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.  The Large market supports Fidelity's clients between $150 million and $1 billion in plan assets.

The Expertise We Are Looking For

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

• Client consultation experience

• 5 plus 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.  The 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 403b plan and associated Fidelity products and services   

• 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 

• 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)

Skills We Seek

• 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 15% 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.  You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors. 

Certifications:
Series 07 - FINRA, Series 63 - FINRA

Category:

Communication