Job Description:
The Role
As an Implementation Communications Consultant, you will consult with Fidelity clients to develop the implementation strategy and then operationalize that strategy to create and deliver high-quality, cost-effective communications to participants in the Strategic, Large, Select and Mid-Market segments. You will deliver critical information to plan participants during periods of change. Your focus will be on complex, new client implementations, new plan setups, corporate actions and other large event projects.
* Consult with the client on a communication & education strategy for the project, uncovering key client priorities and needs. Highlight Fidelity's customization abilities and build into the strategy (where applicable)
* Review project requirements and estimate the hours needed to complete. Build a communications project plan or timeline, coordinate project plan deliverables and dates and provide status updates.
* Obtain client, plan and project information from the client, internal partners and prior record-keeper to inform communications. Draft print and email communications, microsites, forms, employee meeting presentations, and other educational components ensuring high PADU adherence and cost efficiencies
* Review communications with Fidelity legal/compliance, internal service team and the client. Coordinate production, setup and delivery of communications. Hold communication stakeholders accountable for delivery dates and document completion dates.
* Position various communication campaigns with clients and obtain high adoption rates
* Complete project on time and within budget with high client satisfaction and upon project completion, effectively transition client to ongoing CC.
* Represent C&E in cross-functional projects and initiatives
* Act as a knowledgeable resource for internal business partners on C&E implementation services
The Expertise and Skills You Bring
* BA/BS required
* Experience in employee benefits communication and/or financial services preferred
* 5-8 years communications consulting experience preferred
* Proven project management experience required
* NASD Series 7 and 63 licenses (must be obtained within 90 days of hire)
* Working knowledge of communication processes from writing and design through distribution across multiple media (print, email, internet, video)
* Ability to write and/or edit readable, user-friendly copy and integrate graphics to enhance message
* Ability to make decisions independently
* Knowledge of the communications and financial industry standards
* Knowledge of Fidelity's communications offerings and capabilities for a multitude of product offerings (e.g., Financial Wellness, Personalized Planning & Advice, Health Savings Account, etc.)
* Consultative selling skills and experience
* Client servicing skills and experience
The Team
You will work with multiple client projects simultaneously, depending on the level of complexity. Your efforts will help Fidelity profitability by offering cost effective, digital solutions that engage participants. You will partner internally with key business partners like implementation, marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, participants and Fidelitys vendors.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
Boston, MA
Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors.
Based in Boston, Massachusetts, it is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management
History of Fidelity Investments
The Fidelity Fund was established in 1930, a year after the stock market crash of 1929 and before the Great Depression of 1933. The fund continued to operate until 1943 when it was acquired by Boston-based lawyer Edward C. Johnson II. At the time, the fund reported assets under management valued at $3 million. In 1946, Johnson II founded the Fidelity Management and Research Company, now Fidelity Investments, to serve as an investment advisor to the Fidelity Fund. When running the fund, Johnson’s objective was to buy stocks with a potential for growth, and not necessarily blue-chip stocks.
Fidelity Investments Operations
Fidelity Investments operates several businesses, with the main ones being mutual funds and brokerage services. The mutual fund division comprises three divisions – equity, high-income, and fixed income divisions. The company operates Fidelity Contrafund, the largest non-indexed mutual fund in the United States, with over $107.4 billion in assets. Fidelity Investments also owns Fidelity Magellan, which was at one time managed by former CEO and President Ned Johnson. Fidelity Magellan manages assets totaling $15.5 billion.