Director, Communication Consultant

Fidelity Investments; Roanoke (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Fidelity Investments in Roanoke, Texas, is seeking a Communication Consultant to help clients deliver critical information to employees through high-quality communication materials. You will manage communications for retirement plans and ensure compliance with regulatory standards.

The ideal candidate will have experience in employee benefits communications and strong client consultation skills. You will be instrumental in driving engagement with Fidelity's educational resources, generating revenue through cost-effective digital solutions.

Qualifications

• 5 years creating communication strategies.
• Experience in employee benefits communications and/or financial services preferred.
• Client consultation experience.

Responsibilities

• Manage the creation and deployment of communications related to the retirement plan.
• Ensure regulatory mailings are set up in adherence with FINRA and DOL requirements.
• Uncover plan-level opportunities using internal data.
• Communicate updates to participants about fund or fee changes.
• Ensure client satisfaction through effective communication strategies.
• Proactively recommend solutions to client inquiries.
• Participate in client meetings to review communication requirements.

Skills

Highly organized

Creative problem solving

Strong attention to detail

Ability to juggle multiple priorities

Active listening skills

Data driven mindset

Executive presence

Team player

Influencing client direction

Resourcefulness

Education

FINRA Series 6, 63 and 7 licenses

Job description

Communication Consultant – Strategic Market

As 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.

Note: Fidelity will not provide immigration sponsorship for this position.

The Expertise We Are Looking For

• Experience in employee benefits communications and/or financial services preferred
• Client consultation experience
• 5 years creating communication strategies
• FINRA Series 6, 63 and 7 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 Communication Consultants 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 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 requirements
• Uncover 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 communication 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 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. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors.

Certifications

• Series 06 - FINRA
• Series 07 - FINRA
• Series 63 - FINRA

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.