Director, Communications Consultant

FidelityWestlake, TX

About The Position

As a Communications Consultant, you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets.

Requirements

  • Client consultation experience
  • 5+ years creating communication strategies
  • Ability to work independently or collaboratively based on the circumstances
  • Executive presence with the ability to present a variety of topics with confidence
  • Ability to influence client direction and decisions
  • Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers
  • Ability to travel up to 25% of the time

Nice To Haves

  • Experience in employee benefits communications and/or financial services preferred
  • FINRA Series 7 and 63 licenses preferred (or required within 90 days)

Responsibilities

  • Manage the creation and deployment of communications related to the 401k 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
  • Estimate cost of projects and bill for our services (when applicable)
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