H&W Communication Manager

Fidelity; United States; On-site; USD 95,000 - 135,000; Full time

Job summary

Fidelity is seeking a Senior Communications Project Manager to lead the production and delivery of Workplace Investing communications for large clients. You will oversee workflows, ensure timely material delivery across print and digital channels, and collaborate with Communications Consultants and client teams.

You will manage multiple projects in a fast-paced environment, develop communications strategies, and stay current with regulatory requirements while supporting budgets and client

Qualifications

• Five to seven years of project management experience preferred.
• Three+ years in Defined Contribution, writing and communications preferred.
• Series 7 and 63 required or to be obtained within 90 days of hire.
• Strong client-facing experience and executive presence with clients and partners.
• Print production experience strongly desired.
• Excellent oral and written communication skills and analytical thinking.
• Ability to manage multiple projects in a deadline-driven environment.
• Provide consultative support on client communications and regulatory issues.
• Proactive research of plan materials to create coherent communications.

Responsibilities

• Manage communication workflow, production, and execution of WI materials for Strategic Market clients.
• Oversee daily email/print production, web content, inventory, and issue resolution.
• Coordinate project plans and status reports for 10–16 client accounts.
• Develop and maintain policies and controls across the strategic market segment.
• Support budget considerations and respond to client inquiries with added insight.
• Collaborate with Communications Consultants and Client Service Teams.

Skills

Project management

Defined contribution experience

Series 7/63 knowledge

Client facing experience

Executive presence

Print production

Analytical thinking

Customer service orientation

Decisiveness

Organizational skills

Communication skills

Multi-project management

Consultative communication

Regulatory awareness

Procedural development

Budget support

Client inquiries response

Process improvement

Project plans and reporting

401k communications

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

The Role

As a Senior Communications Project Manager, you will help Fidelity's clients in collaboration with Communications Consultants to deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. You will be responsible for managing the communication workflow, production, and execution of Workplace Investing (WI) communication materials for our Strategic Market clients.

The Expertise and Skills You Bring

• Five to seven years of project management experience preferred.
• Minimum of three years Defined Contribution, writing and communications experience preferred.
• Series 7 and 63 is required or obtained within 90 days of hire.
• Client facing experience.
• Confident, polished professionalism and a strong executive presence in front of clients and business partners.
• Print production experience strongly desired.
• Analytical thinking; customer service orientation; decisiveness
• Excellent organizational and project management skills
• Excellent and effective oral/written communication skills
• Ability to manage multiple projects; thrive in a fast-paced deadline driven environment and work well collaboratively as well as independently that may require resourcefulness to get answers
• Develop insight and understanding of the client's communication strategy as well as provide communication, production consultative support, and recommendations to Communications Consultants, Client Service Teams, business partners, and/or client.
• Due to the integrated, multi-practice and complex nature of these Plans, you will research and analyze plan-specific materials to create unique regulatory, operational, and educational materials to satisfy the client's specific communications needs.
• Daily oversight of email and print production, web content, inventory management, and issue resolution.
• Remain current with the latest technology and are influential in supporting client communication budgets in collaboration with two Communications Consultants and managing the client portfolio for 10 -16 clients.
• Ownership of procedural development and maintenance of policies and controls as applicable across the Strategic market segment.
• Respond to client and business partner inquiries quickly with answers that go beyond the stated need to maintain client satisfaction.
• Using consultative techniques to engage with clients and business partners regarding communication services and regulatory issues.
• Participating in client meetings to review communication requirements, deliverables, and alternatives.
• Analyze plan-specific materials to develop knowledge of each client's plan provisions.
• Navigate the complexities of operational processes and tools to deploy participant communications.
• Coordinate the development and maintenance of project plans and status reports to manage and balance multiple projects with competing priorities.
• Participate in additional project management responsibilities and department initiatives.
• 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.

The Team

The Sr. Communications Production Manager (Sr. CPM) is responsible for handling production workflow of Workplace Investing (WI) communication materials for large size implementations, corporation actions and ongoing Strategic clients. Plans are typically complex, integrated and multi-practice (Health and Welfare and Defined Benefit). This manager will develop insight and understanding of the client's communication strategy as well as providing production consultative support and recommendations to the Client Service Team and/or client. The Sr. CPM will be responsible for oversight of daily print production, inventory management, and issue resolution. This area of focus includes the management and execution of both one time mailing materials and ongoing kit management. They will have ownership for procedure development and maintenance of policies and controls. The Sr. CPM will coordinate with various business partners and collaborate with management to identify and lead process improvement opportunities.

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 retir