Director - Communications Consultant, Strategic Market

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The Role

As Communications Consultant you will work to analyze, craft and deliver communication and education plans and approaches for Fidelity's plan sponsors. The participant engagement solutions you propose will be tailored to the client's needs based on plan design and employee behavior, combining Fidelity products and services and potential custom opportunities.

• Ensuring strong client satisfaction by analyzing client plans, developing and executing effective communications strategies based upon client needs and goals, and delivering high quality communication services

• Seeking opportunities for clients to enable Fidelity products and services that enhance the participant experience and elevate their benefit offering

• Analyzing participant behavior and educational needs to propose standard solutions and/or custom solutions

• Balancing client expectations and appetite for custom designs and proposing appropriate solutions

• Measuring and reporting successes/opportunities based on identified plan goals following execution of communications

• Participating in and leading client meetings to review communication requirements, deliverables and alternatives, negotiating deadlines, and reviewing budget implications

• Actively executing and billing any fee-for-service opportunities, including review and approval of all client communication expenses/billing as appropriate

• Understanding benefits regulatory environment and impacts on communication needs

• Supporting finals meetings and rebid activity/RFPs for aligned clients, as needed

• Supporting cross-sell opportunities for products and services

• Participating in additional department and cross-function initiatives

• Up to 25% travel

The Expertise and Skills You Bring

• BA/BS Required

• 5 years communications consulting or benefits consulting experience preferred

• Experience working directly with plan sponsors as part of a client service team or supporting function

• FINRA Series 7 and 63 licenses or attained within 90 days of hire

• Ability to analyze employee and plan data to illustrate impact of Fidelity communications and identify custom solutions

• Strong public speaking and consultative techniques to engage your audience in a compelling way while demonstrating Fidelity tools and products

• Ability to "read the room" and focus on the aspects of Fidelity's participant experience that resonate most with your client audience

• Your in depth understanding of the communication process, from writing and design through distribution across multiple media (print, internet, video)

• The proven ability to work independently and build recommendations with little direction

• A desire to continually improve how we tell the participant engagement story to plan sponsors

• A natural curiosity to try innovative techniques to engage both plan sponsors and participants virtually

• Strong subject matter expertise in Fidelity defined contribution products and services

• Your proven project management success

• Your knowledge of the communications and financial industry and standards

• Ability to work closely with other service team members for the benefit of the client

The Team

You will guide Fidelity's plan sponsors to understand, value, and utilize Fidelity's participant programs, position the engagement strategy for new products, deliver a cohesive communication and education plan to clients, and provide oversight on execution of the strategy.

You will work with between 5-7 clients depending on the assets and complexity of the client. You will partner internally with key business partners in relationship management, marketing and product. Your consultative engagement will elevate Fidelity's Communication & Education (C&E) offering brand with our clients and business partners, drive adoption of Fidelity products and services, help increase overall client happiness and retention, and help achieve Workplace Investing (WI) Organization's strategic goals.

Please see below for the salary range for work locations in Colorado only:

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Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

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Please see below for the salary range for work locations in California only:

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Please see below for the salary range for work locations in Washington only:

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Certifications:

Series 07 - FINRA, Series 63 - FINRA

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 Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, or by calling 800-835-5099, prompt 2, option 3.