Implementation Communications Consultant
Job Description:
The Expertise We're Looking ForBA/BS requiredExperience in employee benefits communication and/or financial services preferred5-8 years Communications consulting experience preferredSeries 6 or 7 and 63ThePurposeof Your RoleAs an Implementation Communications Consultant you will deliver critical information to plan participants during periods of change.
Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
The role consults with the client to develop the implementation strategy and then operationalizes that strategy to create and deliver high-quality, cost-effective communications to participants in the Tax Exempt segments.
The Implementation Communication Consultant focuses on new client implementations, new plan setups, corporate actions and other large event projects.
In addition, the Implementation Communications Consultant will participate in Sales Final Presentations.
Successful participation includes:
the ability to present prepared material; speaking extemporaneously and answering questions/concerns off-the-cuff; adjusting one's presentation or responses as needed to match the tone or other logistics of the meeting; connecting with the audience.
TheSkillsYou BringStrong presentation skills for both the sales finals and ongoing client calls to ensure the client understands the value we bring to the communications process.
Your ability to manage multiple projects from end-to-end (from the sales finals to the hand off to the ongoing CC) by managing all resources to ensure that deadlines and client deliverables are met, positioning Plan for Life with high adoption rates, and effectively transitioning the client to the ongoing CC.
Being able to exceed client needs while simultaneously managing budget expectations and timeframes.
Your ability to write and/or edit readable, user-friendly copy and integrate graphics to enhance your message.
TheValueYou DeliverBuilding rapport and credibility with both clients and business partners to create effective working relationships.
Being a knowledgeable resource to ensure strong client satisfaction by analyzing client plans and transition needs, developing effective communications strategies based upon client needs and goals, and delivering high quality communication services.
Overseeing the development and maintenance of project plans and status reports to manage multiple projects with sometimes competing priorities.
Analyzing participant behavior and educational needs to propose best practice solutions and/or custom solutions, and actively identifying any process improvement opportunities within the C&E area and work with appropriate areas to implement changes.
How Your WorkImpactsthe OrganizationFidelity Tax-Exempt Market (TEM)is a division within Fidelity Personal Investing that works on retirement plans for tax-exempt employers and their participants.
These are mission-driven organizations who want to help people live better lives.
Professors, doctors, nurses, police officers, firefighters, pastors - these are people who are educating tomorrow's leaders, who take care of our loved ones, who make our communities better.
It takes a total team effort to win, and we bring the full power of Fidelity's retail, workplace, technology and investing expertise to our TEM clients.
Our rock-solid record-keeping platform, omni-channel guidance capabilities, relationship management and service excellence, and effective participant communications are all part of our success.
Please see below for the salary range for work locations in Colorado only:
$70,000 - $125,000 per yearThis position is eligible for incentive compensation or an annual bonus opportunity.
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/APlease see below for the salary range for work locations in California only:
N/APlease see below for the salary range for work locations in Washington only:
N/ACertifications:
Company OverviewFidelity Investments is a privately held company with a missionto strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with aGlassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.
And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling Dynamic Working.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
We invite you toFind Your Fidelityatfidelitycareers.
com.
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email toaccommodations @fmr.
com, or by calling (XXX) XXX-XXXX, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
PDN-99be357d-4228-4a38-9ed3-be6bf1594492 Recommended Skills Business Process Improvement Consulting Finance Friendliness Maintenance Presentations Estimated Salary: $20 to $28 per hour based on qualifications.
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