Job Description:
The Role
As a Communication Consultant you ll develop participant communications and overall financial education for participants of retirement plans within the tax-exempt market.
This communication consultant role sits within the Tax-Exempt Market, under Fidelity Personal Investing. 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.
You ll strategically analyze participant engagement data and develop communications strategies to drive participant action and improve client happiness. You ll deliver outstanding customer service as a key member of the client service team, contributing to team and/or cross-organization projects.
- Ensuring strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication services
- Responding to client inquiries quickly with answers that go beyond the stated need and delight the client
- Using consultative techniques to engage with clients regarding communication services and regulatory issues
- Participating in and leading client meetings to review communication requirements, deliverables and alternatives, negotiating deadlines, and reviewing budget implications
- Analyzing plan-specific materials to develop knowledge of each client s plan provisions and educating business partners
- Navigating the complexities of operational processes and tools to deploy participant communications
- Coordinating the development and maintenance of project plans and status reports to manage and balance multiple projects with competing priorities
- Balancing client needs with focus on cost management by proposing solutions that fit within budget constraints
- Measuring and reporting successes/opportunities based on identified plan goals following execution of communications
- Listening for new client opportunities and actively engaging the Fidelity service team to address those needs
- Identify process improvement opportunities and working with appropriate business partners to implement changes
- Participating in additional project management responsibilities and department initiatives, depending on capacity
- Up to 40% 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
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
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 .