Fidelity Investments Inc.
Senior Manager Communications Consultant
Fidelity Investments Inc., Covington, Kentucky, United States, 41011
Job Description:
The RoleThis 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 HaveExperience in employee benefits communications and/or financial services preferredClient consultation experienceFINRA Series 7 and 63 licenses preferred (or required within 90 days)The Purpose of Your RoleThe 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 ResponsibilitiesParticipate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implicationsStrategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approachesManage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and servicesRespond to client inquiries quickly with answers that go beyond the stated need and delight the clientEnsure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication servicesUncover plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable stepsPlay the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distributionCommunicate operational updates to participants such as fund or fee changesMeasure and report successes/opportunities based on the results of our communicationsEnsure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirementsEstimate cost of projects and bill for our services (when applicable)Up to 25% travelThe Skills You BringCuriosity and the desire to learnTeam player who is willing to help the broader organizationAbility to influence client direction and decisionsHighly organizedAbility to work independently or collaboratively based on the circumstancesCreative problem solvingStrong attention to detailAbility to juggle multiple, competing prioritiesActive and effective listening skillsData driven mindsetComfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answersAbility to travel up to 25% of the time
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The RoleThis 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 HaveExperience in employee benefits communications and/or financial services preferredClient consultation experienceFINRA Series 7 and 63 licenses preferred (or required within 90 days)The Purpose of Your RoleThe 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 ResponsibilitiesParticipate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implicationsStrategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approachesManage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and servicesRespond to client inquiries quickly with answers that go beyond the stated need and delight the clientEnsure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication servicesUncover plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable stepsPlay the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distributionCommunicate operational updates to participants such as fund or fee changesMeasure and report successes/opportunities based on the results of our communicationsEnsure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirementsEstimate cost of projects and bill for our services (when applicable)Up to 25% travelThe Skills You BringCuriosity and the desire to learnTeam player who is willing to help the broader organizationAbility to influence client direction and decisionsHighly organizedAbility to work independently or collaboratively based on the circumstancesCreative problem solvingStrong attention to detailAbility to juggle multiple, competing prioritiesActive and effective listening skillsData driven mindsetComfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answersAbility to travel up to 25% of the time
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