Implementation Communications Consultant

Fidelity InvestmentsSmithfield, RI
1dHybrid

About The Position

As an Implementation Communications Consultant, you will lead Fidelity clients to develop the implementation strategy and then operationalize that strategy to build and deliver high-quality, efficient communications to participants in the Core and Large Market segments. You will deliver critical information to plan participants during periods of change. Your focus will be on sophisticated, new client implementations, new plan setups, corporate actions, and other large event projects. Coordinate with the client on the communication & education strategy for the project, uncovering key client priorities and needs, while positioning the current communications model appropriately Build a communications project plan or timeline, coordinate project plan achievements and dates and provide status updates. Acquire client, plan and project information from the client, internal partners and prior record-keeper to inform communications. Draft print and email communications, microsites, and other informative 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 partners accountable for delivery dates and document completion dates. Complete project on time with high client happiness Represent C&E in cross-functional projects and initiatives Act as a knowledgeable resource for internal business partners on C&E implementation services

Requirements

  • Experience in employee benefits communication and/or financial services preferred
  • Minimum of 1 year communications consulting experience preferred
  • Confirmed project management experience required
  • NASD Series 7 and 63 licenses (candidate must already possess these licenses at the time of hire).
  • Confirmed understanding of communication processes from writing and design through distribution across multiple media (print, email, microsites)
  • Ability to write and/or edit readable, user-friendly copy to improve 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
  • Consultative selling skills and experience
  • Client servicing skills and experience

Responsibilities

  • Coordinate with the client on the communication & education strategy for the project, uncovering key client priorities and needs, while positioning the current communications model appropriately
  • Build a communications project plan or timeline, coordinate project plan achievements and dates and provide status updates.
  • Acquire client, plan and project information from the client, internal partners and prior record-keeper to inform communications.
  • Draft print and email communications, microsites, and other informative 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 partners accountable for delivery dates and document completion dates.
  • Complete project on time with high client happiness
  • Represent C&E in cross-functional projects and initiatives
  • Act as a knowledgeable resource for internal business partners on C&E implementation services
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