Senior Manager, Communications Consultant

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
• 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 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)

• 5 plus years creating communication strategies
• 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)