Communications Consultant

Fidelity Investments

Covington, KY

Full Time

Senior

53k-95k

about 2 months ago

Job Description

About the Role

The Communications Consultant role at Fidelity Investments sits within the Tax-Exempt Market under Fidelity Workplace Investing. The position supports retirement plans for tax-exempt employers and their participants, including healthcare, higher education, government, and faith-based organizations. The mission is to help employees become retirement-ready by providing effective communication strategies and educational resources. The role emphasizes a culture of service, collaboration, and a commitment to helping clients and their employees live better lives.

Key Responsibilities

Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
Strategize on the best approach to communicate critical information to participants through effective channels, prioritizing digital methods
Manage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and services
Respond to client inquiries promptly with solutions that exceed expectations and ensure client satisfaction
Uncover plan-level opportunities by analyzing data from internal sources and translating insights into actionable steps
Serve as a liaison between the marketing team and the client to ensure marketing campaigns are understood and approved prior to distribution
Communicate operational updates to participants, such as fund or fee changes
Measure and report on the success and opportunities of communication efforts
Ensure regulatory mailings are compliant with FINRA and DOL requirements
Estimate project costs and bill for services when applicable
Travel up to 25% as needed

Requirements

Experience in employee benefits communications and/or financial services preferred
Client consultation experience
FINRA Series 7 and 63 licenses preferred or required within 90 days
5+ years of communications, marketing, or relevant experience
Ability to influence client decisions and manage multiple priorities
Highly organized with strong attention to detail
Creative problem-solving skills
Active and effective listening skills
Data-driven mindset
Comfortable working in a fast-paced, changing environment
Ability to travel up to 25%

Nice to Have

Experience with employee benefits communications and/or financial services
FINRA Series 7 and 63 licenses

Qualifications

Series 07 - FINRA
Series 63 - FINRA

Benefits & Perks

Hybrid work schedule with flexible onsite and offsite work arrangements
Work onsite at least one week every four weeks
Support for balancing personal and business needs through 'Dynamic Working'

Working at Fidelity Investments

Fidelity values a culture of service, collaboration, and continuous learning. The organization emphasizes a hybrid working model that combines onsite and remote work, fostering a flexible and supportive environment. Fidelity is committed to compliance with relevant laws and regulations, maintaining high standards of integrity and professionalism in its operations.

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