Director, Communications Consultant

Fidelity•Covington, KY

About The Position

As a Communications Consultant, you will help Fidelity clients deliver critical information to employees by developing and delivering high-quality Defined Contribution plan communications across multiple channels. You will pursue opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Strategic market supports Fidelity’s largest clients, with more than $1 billion in plan assets. The role focuses on developing communication and education strategies that meet clients’ organizational goals and participants’ needs. You will manage communications related to 401(k) plans and Fidelity products and services, identify opportunities using plan-level data, coordinate marketing campaigns, and communicate operational updates. You will work with internal teams including marketing, product, legal, and production, and external stakeholders including plan sponsors, consultants, and Fidelity vendors. The work is intended to generate revenue through cost-effective digital solutions that engage participants and deepen client relationships. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve; this transition does not apply to fully remote roles. The position may require travel up to 25% of the time. Fidelity will not provide immigration sponsorship for this position.

Requirements

At least 5 years of experience creating communication strategies.
Client consultation experience.
Ability to work independently or collaboratively depending on circumstances.
Executive presence and confidence presenting a variety of topics.
Ability to influence client direction and decisions.
Comfort working in a fast-paced, changing environment and using resourcefulness to obtain answers.
Ability to travel up to 25% of the time.
FINRA Series 7 and Series 63 licenses preferred, or required within 90 days.

Nice To Haves

Experience in employee benefits communications and/or financial services preferred.
FINRA Series 7 and Series 63 licenses preferred.

Responsibilities

Manage the creation and deployment of communications related to 401(k) plans and associated Fidelity products and services.
Ensure regulatory mailings are set up and distributed in accordance with FINRA and Department of Labor requirements.
Review data from internal sources to uncover plan-level opportunities and turn findings into a cohesive story with actionable steps.
Liaise between the marketing team and clients to ensure campaigns are understood and approved before distribution.
Communicate operational updates to participants, such as fund or fee changes.
Execute communication strategies based on client needs and goals to support strong client satisfaction.
Develop approaches for communicating critical information to participants through effective channels, prioritizing digital approaches.
Proactively respond to client inquiries with timely answers that address needs beyond the stated request.
Participate in or lead client meetings to review communication requirements and deliverables, negotiate deadlines, and discuss budget implications.
Measure and report communication results, successes, and opportunities.
Estimate project costs and bill for services when applicable.
Partner with internal stakeholders and external stakeholders to meet client needs and advance participant engagement.