Senior Manager, Communications Consultant

Job Description

The Role

This communication consultant role sits within the Tax-Exempt Market, under Fidelity Wealth. We are aligned closely with Fidelity Workplace Investing, as we support retirement plans for tax-exempt employers and their participants. Our clients are organizations—healthcare, higher ed, government and faith-based—who want to help people live better lives, and our mission is to help their employees become retirement-ready. We serve those who serve others. That culture carries through in how we work with our clients, their employees, and how we work together as a service team.

The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.

The Expertise and Skills You Bring

• 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)
• Curiosity and the desire to learn
• Team player who is willing to help the broader organization
• Ability to influence client direction and decisions
• Highly organized
• Ability to work independently or collaboratively based on the circumstances
• Creative problem solving
• Strong attention to detail
• Ability to juggle multiple, competing priorities
• Active and effective listening skills
• Data driven mindset
• 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

The Value You Deliver

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