Job Description

**PLEASE NOTE: THIS ROLE IS OPEN AT A DIRECTOR LEVEL. HOWEVER, THE HIRING MANAGER WILL HIRE AT THE APPROPRIATE LEVEL BASED ON CANDIDATE EXPEREINCCE WHICH COULD BE A SENIOR MANAGER LEVEL** The Role

This communication consultant role sits within the Tax-Exempt Market, under Fidelity Wealth. \u00A0We are aligned closely with Fidelity Workplace Investing, as we support retirement plans for tax-exempt employers and their participants. \u00A0Our clients are organizations\u2014healthcare, higher ed, government and faith-based\u2014who want to help people live better lives, and our mission is to help their employees become retirement-ready.\u00A0\u00A0\u00A0 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 Expertise You Have

• 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)

The Purpose of Your Role

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. \u00A0The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.

Job Responsibilities

• Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications

• Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches

• Manage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and services \u00A0\u00A0

• Respond to client inquiries quickly with answers that go beyond the stated need and delight the client

• Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication services

• Uncover plan-level opportunities by reviewing data from various internal sources and turning 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\u00A0

• Measure and report successes/opportunities based on the results of our communications

• Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements

• Estimate cost of projects and bill for our services (when applicable)

• Up to 25% travel

The Skills You Bring

• 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

Company Overview

Fidelity Investments is a privately held company with a mission to 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 Us

At 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 a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.

We invite you to Find Your Fidelity at .

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 to

accommodations@fmr.com

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