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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.