Apply on Employer Site

Fidelity Investments · 2 days ago

Director, Communication Consultant

Westlake, TX

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Fidelity Investments is seeking a Communications Consultant to help clients deliver critical information to their employees through effective communication strategies. The role focuses on managing the creation and deployment of communications related to employee benefits and financial services while ensuring client satisfaction and engagement.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

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)

Qualification

Employee benefits communicationsClient consultationCommunication strategiesFINRA Series 7 licenseFINRA Series 63 licenseHighly organizedData driven mindsetExecutive presenceCreative problem solvingAttention to detail