Job Description:

Director, Communications Consultant

The Role

As an Implementation Communications Consultant, you will collaborate with Fidelity clients to develop the implementation strategy and then operationalize that strategy to build and deliver high-quality, efficient communications to participants primarily in the Strategic Market, with some Large/Select projects as well. You will deliver critical information to plan participants during periods of change. Your focus will be on sophisticated, new client implementations, new plan setups, corporate actions, and other large event projects.

The Expertise and Skills You Bring

• Experience in employee benefits communication and/or financial services preferred

• At least 5 years communications consulting experience preferred

• Strong project management experience required

• NASD Series 7 and 63 licenses (must be acquired within 90 days of hire)

• Solid understanding of communication processes from writing and design through distribution across multiple media (print, email, internet, video)

• Ability to write and/or edit readable, user-friendly copy and integrate graphics to improve message

• Ability to think critically and make decisions independently

• Knowledge of the communications and financial industry standards

• Displays strong leadership and mentoring proficiencies

• Consultative selling skills and experience

• Client servicing skills and experience

• Coordinate with the client on a communication & education strategy for the project, uncovering key client priorities and needs

• Review project/program requirements and build a communications project plan or timeline, lead all aspects of project plan results, and provide status updates

• Acquire client, plan and project information from the client, internal partners, and prior record-keeper to inform communications

• Draft print and email communications, microsites, forms, employee meeting presentations, and other educational components ensuring high PADU adherence and cost efficiencies

• Review communications with Fidelity legal/compliance, internal service team and the client

• Coordinate production, setup, and delivery of communications.

• Position various communication campaigns with clients and acquire high adoption rates

• Complete project on time and within budget with high client happiness and upon project completion, reliably transition client to ongoing CC

• From a leadership perspective, represent C&E in cross-functional projects and initiatives

• Act as a knowledgeable resource for internal business partners on C&E implementation services

The Team

You will work with multiple client projects simultaneously, depending on the level of complexity. Your efforts will help Fidelity profitability by offering efficient, digital solutions that engage participants. You will partner internally with key collaborators like implementation, marketing, product, legal and production to meet client needs. You will partner externally with key customers like plan sponsors, consultants, and Fidelity’s vendors.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Communication
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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 retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.