Director, Communications Consultant

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

Job summary

Fidelity Investments seeks a Communications Consultant to help clients deliver critical information to employees by developing high-quality Defined Contribution plan communications across channels and pursuing engagement opportunities in Fidelity’s educational offerings. The role supports large clients with >$1B in assets, requiring collaboration with marketing, product, and legal teams.

It includes travel up to 25% and ON-SITE working model considerations as Fidelity rolls out phased onsite

Qualifications

• Experience in employee benefits communications and/or financial services preferred.
• Client consultation experience.
• 5+ years creating communication strategies.
• FINRA Series 7 and 63 licenses preferred (or required within 90 days).
• Ability to travel up to 25% of the time.
• Ability to influence client direction and decisions.
• Regulatory awareness of FINRA and DOL requirements.

Responsibilities

• Manage the creation and deployment of communications for the 401k plan and related Fidelity products and services.
• Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements.
• Uncover plan-level opportunities by turning data into a cohesive story with actionable steps.
• Play liaison between marketing and the client to ensure campaigns are understood and agreed to prior to distribution.
• Communicate operational updates to participants such as fund or fee changes.
• Measure and report successes/opportunities based on the results of our communications.
• Estimate cost of projects and bill for our services (when applicable).

Skills

Employee benefits communications

Financial services

Client consultation

Communication strategy

FINRA licenses

Executive presence

Travel readiness

Data storytelling

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

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 Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets.

The Expertise and Skills You Bring

• Experience in employee benefits communications and/or financial services preferred
• Client consultation experience
• 5+ years creating communication strategies
• FINRA Series 7 and 63 licenses preferred (or required within 90 days)
• Ability to work independently or collaboratively based on the circumstances
• Executive presence with the ability to present a variety of topics with confidence
• 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
• Manage the creation and deployment of communications related to the 401k 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)

The Team

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. 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

Fidelity’s Onsite Working Model
Fidelity 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:

Category:

Communication

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.