Director, Communications Consultant

Responsibilities

• Help Fidelity's clients deliver critical information to their employees
• Develop and deliver best-in-class communication materials through a variety of channels
• Produce high-quality Defined Contribution plan communications
• Pursue opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings
• 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
• Uncover plan-level opportunities by reviewing data from various internal sources
• Communicate operational updates to participants such as fund or fee changes
• Ensure strong client satisfaction through the seamless execution of effective communications strategies
• Strategize on the best approach to communicate critical information to participants
• Measure and report successes/opportunities based on the results of our communications
• Estimate cost of projects and bill for our services (when applicable)

• Experience in employee benefits communications and/or financial services preferred
• Client consultation experience
• 5+ years creating communication strategies
• FINRA Series 7 and 63 licenses preferred (or required within 90 days)
• 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

Demonstrates expertise in developing and delivering effective employee benefits communications and financial services strategies, ensuring compliance with regulatory requirements while enhancing client engagement and satisfaction.

• FINRA Series 7 License
• FINRA Series 63 License

• Defined Contribution Plan Communications
• Regulatory Compliance
• Data Analysis
• Project Estimation
• Communication Material Development

• Executive Presence
• Influencing Client Decisions
• Resourcefulness
• Collaboration
• Adaptability