About the role

  • Communications Consultant helping Fidelity's clients with effective communication materials and engagement strategies. Driving participant engagement with educational resources and marketing campaigns.

Responsibilities

  • Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services
  • Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
  • Uncovering 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
  • Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
  • Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
  • Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
  • Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
  • Measure and report successes/opportunities based on the results of our communications
  • Estimate cost of projects and bill for our services (when applicable)

Requirements

  • Experience in employee benefits communications and/or financial services preferred
  • Client consultation experience
  • 5+ years creating communication strategies
  • FINRA Series 7 and 63 licenses preferred (or required within 90 days)

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Job title

Director, Communication Consultant

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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