Fidelity Investments
Senior Manager Communications Consultant
Fidelity Investments, Salt Lake City, Utah, United States, 84193
Job Description:The Role
This communication consultant role sits within the Tax-Exempt Market, under Fidelity Wealth. We are aligned closely with Fidelity Workplace Investing, as we support retirement plans for tax-exempt employers and their participants. Our clients are organizations—healthcare, higher ed, government and faith-based—who want to help people live better lives, and our mission is to help their employees become retirement-ready. We serve those who serve others. That culture carries through in how we work with our clients, their employees, and how we work together as a service team.
The Expertise You Have
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)
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 Communications Consultant helps our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.
Job Responsibilities
Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
Manage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and services
Respond to client inquiries quickly with answers that go beyond the stated need and delight the client
Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication services
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
Measure and report successes/opportunities based on the results of our communications
Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
Estimate cost of projects and bill for our services (when applicable)
Up to 25% travel
The Skills You Bring
Curiosity and the desire to learn
Team player who is willing to help the broader organization
Ability to influence client direction and decisions
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
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
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission
to strengthen the financial well-being of our clients.
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
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This communication consultant role sits within the Tax-Exempt Market, under Fidelity Wealth. We are aligned closely with Fidelity Workplace Investing, as we support retirement plans for tax-exempt employers and their participants. Our clients are organizations—healthcare, higher ed, government and faith-based—who want to help people live better lives, and our mission is to help their employees become retirement-ready. We serve those who serve others. That culture carries through in how we work with our clients, their employees, and how we work together as a service team.
The Expertise You Have
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)
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 Communications Consultant helps our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.
Job Responsibilities
Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
Manage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and services
Respond to client inquiries quickly with answers that go beyond the stated need and delight the client
Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication services
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
Measure and report successes/opportunities based on the results of our communications
Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
Estimate cost of projects and bill for our services (when applicable)
Up to 25% travel
The Skills You Bring
Curiosity and the desire to learn
Team player who is willing to help the broader organization
Ability to influence client direction and decisions
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
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
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission
to strengthen the financial well-being of our clients.
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
#J-18808-Ljbffr