Senior Manager, Communication Consultant

Fidelity Investments; Roanoke (TX); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player seeks a Senior Manager, Communication Consultant to drive participant engagement through innovative educational resources and marketing strategies. This pivotal role involves collaborating with clients to craft tailored communication strategies that align with their goals. You will lead initiatives that enhance client satisfaction and ensure compliance with industry regulations. Join a dynamic team that values creativity, organization, and a collaborative spirit, all while offering a hybrid work model that balances flexibility and in-person engagement. This is a fantastic opportunity to make a significant impact in the world of retirement planning and employee benefits.

Qualifications

• Experience in employee benefits communications and/or financial services preferred.
• Client consultation experience is essential.

Responsibilities

• Lead client meetings to review communication requirements and deliverables.
• Develop strategies for effective communication, emphasizing digital channels.
• Analyze data to identify opportunities and develop actionable insights.

Skills

Curiosity and eagerness to learn

Team player with a collaborative spirit

Influence and decision-making skills

Highly organized with strong attention to detail

Ability to work independently and in teams

Creative problem-solving skills

Multitasking ability

Active listening and data-driven mindset

Adaptability in a fast-paced environment

Willingness to travel up to 25%

Education

Bachelor's degree in Communications or related field

Certifications in communication

Job description

Senior Manager, Communication Consultant

Join to apply for the Senior Manager, Communication Consultant role at Fidelity Investments.

About the Role

This communication consultant role is within the Tax-Exempt Market, under Fidelity Wealth. We support retirement plans for tax-exempt employers and their participants, working closely with Fidelity Workplace Investing. Our clients include healthcare, higher education, government, and faith-based organizations aiming to help people live better lives. Our mission is to help their employees become retirement-ready, reflecting a culture of service and collaboration.

Job Description

The role involves driving participant engagement through educational resources, marketing campaigns, tools, and workshops. You will help clients develop communication and education strategies aligned with their organizational goals and participant needs.

Qualifications

• Experience in employee benefits communications and/or financial services preferred
• Client consultation experience
• FINRA Series 7 and 63 licenses preferred (or required within 90 days)

Responsibilities

• Lead or participate in client meetings to review communication requirements, deliverables, and budgets
• Develop strategies for effective communication, emphasizing digital channels
• Manage creation and deployment of communications related to retirement plans and Fidelity products
• Respond promptly to client inquiries, providing insightful answers
• Ensure client satisfaction through effective communication strategies and high-quality service
• Analyze data to identify opportunities and develop actionable insights
• Coordinate with marketing to ensure campaign clarity and approval
• Communicate operational updates to participants
• Measure and report on communication effectiveness
• Ensure compliance with FINRA and DOL regulations for mailings
• Estimate project costs and manage billing when applicable
• Travel up to 25% as needed

Skills

• Curiosity and eagerness to learn
• Team player with a collaborative spirit
• Influence and decision-making skills
• Highly organized with strong attention to detail
• Ability to work independently and in teams
• Creative problem-solving skills
• Multitasking ability
• Active listening and data-driven mindset
• Adaptability in a fast-paced environment
• Willingness to travel up to 25%

Work Environment

Fidelity offers a hybrid work model, balancing onsite and remote work, with a requirement to work onsite at least one week every four weeks. Specific policies are subject to change.

Additional Information

Certifications in communication are preferred. This is a mid-senior level, full-time position within the marketing, public relations, and writing/editing functions.