Director, Communication Consultant at Fidelity Investments

Job Description:Note: Fidelity will not provide immigration sponsorship for this position Communication Consultant – Strategic MarketAs a Communication 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 Strategic market supports Fidelity's largest clients in the Tax-Exempt Market with greater than $1B in plan assets.The Expertise We Are Looking ForExperience in employee benefits communications and/or financial services preferredClient consultation experience5 years creating communication strategiesFINRA Series 6, 63 and 7 licenses preferred (or required within 90 days)The Purpose of Your RoleThe 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 Communication Consultants help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.Job ResponsibilitiesManage the creation and deployment of communications related to the retirement plan for not-for-profit organizations and associated Fidelity products and services   Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirementsUncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable stepsPlay the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distributionCommunicate operational updates to participants such as fund or fee changes Ensure strong client satisfaction through the seamless execution of effective communication strategies based upon client needs and goalsStrategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approachesProactively recommend and respond to client inquiries quickly with answers that go beyond the stated needParticipate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implicationsMeasure and report successes/opportunities based on the results of our communicationsEstimate cost of projects and bill for our services (when applicable)Skills We SeekHighly organizedAbility to work independently or collaboratively based on the circumstancesCreative problem solvingStrong attention to detailAbility to juggle multiple, competing prioritiesActive and effective listening skillsData driven mindsetCuriosity and the desire to learnExecutive presence with the ability to present a variety of topics with confidenceTeam player who is willing to help the broader organizationAbility to influence client direction and decisionsComfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answersAbility to travel up to 25% of the timeHow Your Work Impacts the OrganizationYour 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. Fidelity’s Onsite Working ModelFidelity 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:Series 06 - FINRA, Series 07 - FINRA, Series 63 - FINRACategory:CommunicationPlease 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.SummaryLocation: Westlake, TXType: Full time