Director, Communication Consultant

Fidelity; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Benefits per company policy

Job summary

Fidelity is seeking a Director, Communication Consultant in Westlake, TX, to enhance participant engagement by creating strategic communication materials for clients in the Tax-Exempt Market.

This role requires at least 5 years of relevant experience, strong organization skills, and the ability to analyze data to drive actionable strategies. Candidates should be proactive and able to manage various stakeholders, ensuring effective communication throughout the project lifecycle.

Qualifications

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

Responsibilities

• Manage the creation and deployment of communications related to retirement plans.
• Ensure regulatory mailings comply with FINRA and DOL requirements.
• Uncover plan-level opportunities by analyzing internal data.
• Liaise between marketing and client to ensure campaign alignment.
• Communicate operational updates to participants.

Skills

Highly organized

Creative problem solving

Strong attention to detail

Data driven mindset

Executive presence

Team player

Job description

Director, Communication Consultant

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.

Location

Westlake, TX

Job Purpose

The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that help participants make informed financial decisions.

Key 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 or opportunities based on the results of our communications
• Estimate cost of projects and bill for our services when applicable

Qualifications

• 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)

Skills We Seek

• Highly organized
• Ability to work independently or collaboratively
• Creative problem solving
• Strong attention to detail
• Ability to juggle multiple, competing priorities
• Active and effective listening skills
• Data driven mindsetCuriosity and desire to learn
• Executive presence with the ability to present a variety of topics with confidence
• Team player 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

Benefits

Benefits are available in accordance with company policy.

Equal Opportunity Employer

Fidelity Investments is an equal‑opportunity employer and embraces diversity. Reasonable accommodations are provided for applicants with disabilities.

Legal Notice

Fidelity’s business is governed by the provisions of the Securities Exchange Act, the Investment Advisers Act, the Investment Company Act, ERISA, state laws, and regulations of FINRA and other self‑regulatory organizations. Certain laws and regulations may restrict hiring of individuals with certain criminal histories.