Communications Consultant

About the Role

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 in the most effective channel while prioritizing digital approaches
• Manage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and services
• Respond to client inquiries quickly with answers that go beyond the stated need and delight the client
• Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication services
• Uncover 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 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 successes/opportunities based on the results of communications
• Ensure regulatory mailings are set up and distributed in adherence 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
• Highly organized and able to work independently or collaboratively
• Creative problem solving and strong attention to detail
• Ability to juggle multiple priorities
• 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

• FINRA Series 7 and 63 licenses
• Experience with employee benefits communications
• Client consultation experience

Qualifications

• Series 07 - FINRA
• Series 63 - FINRA

Benefits & Perks

• Hybrid work schedule with flexible onsite and offsite work
• Work onsite at least one week every four weeks
• Supportive work environment emphasizing work-life balance