Director, Communication Consultant

Job Responsibilities

• Manage the creation and deployment of communications related to the retirement plan for not-for-profit organizations and associated Fidelity products and services
• Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
• Uncover plan-level opportunities by reviewing data from various internal sources and turn those data points into a cohesive story with clear actionable steps
• Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
• Communicate operational updates to participants such as fund or fee changes
• Ensure strong client satisfaction through the seamless execution of effective communication strategies based upon client needs and goals
• Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
• Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
• Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
• Measure and report successes/opportunities based on the results of our communications
• Estimate cost of projects and bill for our services (when applicable)

Requirements

• Experience in employee benefits communications and/or financial services preferred
• Client consultation experience
• 5 years creating communication strategies
• FINRA Series 6, 63 and 7 licenses preferred (or required within 90 days)

Skills

• Highly organized
• Ability to work independently or collaboratively based on the circumstances
• Creative problem solving
• Strong attention to detail
• Able to juggle multiple, competing priorities
• Active and effective listening skills
• Data driven mindset
• Curiosity and the desire to learn
• Executive presence with the ability to present a variety of topics with confidence
• Team player who is willing to help the broader organization
• Ability to influence client direction and decisions
• Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers

Pay

(Not specified)

Schedule

(Not specified)

Benefits

(Not specified)