Director, Communication Consultant
On-siteWestlake, Texas, United States
Job Summary
Manage the creation and deployment of communications for not-for-profit retirement plans, ensuring regulatory mailings adhere to FINRA and DOL requirements. Uncover plan-level opportunities by synthesizing internal data into actionable stories and serve as the liaison between marketing and clients to align campaigns before distribution. Strategize critical information delivery across digital and traditional channels, communicate operational updates like fee changes, and proactively address client inquiries. Lead client meetings to negotiate deadlines and budgets, while measuring success and estimating costs for project billing. This role supports Fidelity's Strategic market, helping clients engage participants through educational resources and Financial Wellness offerings.
Required Qualifications
- 5 years creating communication strategies
- Ability to travel up to 25% of the time
- Series 06 - FINRA
- Series 07 - FINRA
- Series 63 - FINRA
Desired Qualifications
- Experience in employee benefits communications
- Experience in financial services
- Client consultation experience
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