Director, Communications Consultant

This is a fully remote position, open to applicants in California, +3 more locations.

📋 Description

• Create and deliver top-notch communication materials across various channels.

• Develop communications for Defined Contribution plans.

• Seek opportunities to boost participant engagement through Fidelity’s Financial Wellness and Education programs.

• Oversee the creation and distribution of communications pertaining to the 401(k) plan along with related Fidelity products and services.

• Ensure that regulatory mailings comply with FINRA and DOL standards.

• Analyze data from internal sources to identify plan-level opportunities and transform insights into coherent narratives with actionable recommendations.

• Act as a liaison between the marketing team and clients to guarantee that campaigns are clearly understood and approved prior to distribution.

• Relay operational updates to participants, including changes to funds or fees.

• Implement effective communication strategies tailored to client objectives and requirements.

• Develop communication tactics and prioritize digital channels.

• Propose solutions and respond promptly to client inquiries.

• Engage in or lead client meetings to discuss requirements, deliverables, timelines, and budget considerations.

• Assess and report on communication successes and areas for improvement.

• Provide project cost estimates and bill for services when necessary.

• Collaborate with internal stakeholders in marketing, product, legal, and production.

• Work with external stakeholders including plan sponsors, consultants, and vendors.

• Assist clients in formulating communication and education strategies that align with their organizational goals and participant needs.

⛳️ Requirements

• Preferred experience in employee benefits communications and/or financial services.

• Experience in client consultation.

• At least 5 years of experience in developing communication strategies.

• FINRA Series 7 and 63 licenses preferred (or must be obtained within 90 days).

• Capability to work autonomously or collaboratively depending on the situation.

• Professional presence with the ability to confidently present a range of topics.

• Ability to influence client decisions and directions.

• Comfort in a dynamic, fast-paced environment that may require resourcefulness to find solutions.

• Willingness to travel up to 25% of the time.

• Fidelity will not provide immigration sponsorship for this role.

• Must comply with relevant regulatory requirements and take into account restrictions related to certain criminal histories.

🏝️ Benefits

• Extensive health care coverage.

• Support for emotional well-being.

• Competitive retirement plans.

• Generous paid time off policies.

• Parental leave provisions.

• Employee matching program for charitable contributions.

• Educational support including student loan repayment options.

• Tuition reimbursement opportunities.

• Access to learning resources for career development.

• Bonus or other variable compensation may be available based on position and eligibility.