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Fidelity Investments
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Vice President, Communication Consultant Team Lead
Smithfield, RI
Mar 26, 2024
unknown

Job Description:

If you are interested in leading the strategic direction of a diverse team of Communication Consultants while also working with marketing and other internal business partners to build scalable solutions that improve the associate, employer and participant experience, this role is for you!

The Role

This role manages and leads a team of Communications Consultants (CCs) who are responsible for building effective communication & education (C&E) plans, consulting with clients and executing programs to engage participants in their workplace benefits and address the needs of their plan sponsors. The ideal candidate will coach individual contributors on effectively consulting with clients to highlight Fidelity's value proposition and proposing relevant C&E solutions to address plan and participant needs. This role must build positive relationships with internal business partners and influence others to provide support and assist with issues. This leader will interact directly with clients periodically to support their CCs, help resolve issues, and address customer concerns. The ideal candidate will bring innovative ideas to the group, be willing to try new things and lead broad-based initiatives.

  • Recruiting, leading and developing a strong team; provides continuous feedback and formal reviews during quarter and year-end review cycles.
  • Creating a culture that values and rewards contributions, drive, initiative, and achievement of results.
  • Work collaboratively with other C&E leaders and key business partners in service of clients, participants, associates, and the firm.
  • Reviewing key performance indicator metrics and trends to ensure that satisfaction, risk, and quality is effectively managed; drives action plans and holds teams accountable for results.
  • Supervising registered representatives.

The Expertise and Skills You Bring

  • Bachelor's Degree - Required or equivalent with 10+ years of experience
  • 2+ years of management or team leadership experience preferred
  • Experience in employee benefits communication and/or financial services preferred
  • Series 6, 63 and 26 required (Series 7 and 24 preferred)
  • Strong leadership, facilitation, influencing, decision-making and team building skills
  • Effective collaboration and partnership
  • Client servicing skills and experience, including escalation management
  • Change management experience
  • Ability to hire, manage, coach, and develop a diverse team across multiple geographical locations
  • Highly organized and able to prioritize and multi-task in a fast-paced, matrix management environment
  • Excellent communication and interpersonal skills
  • Ability to think strategically and advise senior leaders

The Team

The Vice President, Communications Consulting position is part of the Analytics, Marketing & Communications team within Fidelity's Tax-Exempt Market business unit where we serve nonprofit employers and their employees. These organizations are mission-driven and strive to provide their employees, who frequently serve others, with benefits programs that support their evolving needs. The Communications team works closely with their clients (plan sponsors) and provides consulting, content development and execution for programs that inform and educate employees about their workplace benefits. The VP is responsible for client and participant satisfaction for Fidelity's communication and education platforms, and proactively identifies and participates in critical initiatives that will positively impact Fidelity, our associates, and our clients.

Certifications:

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 Glassdoor Employees' Choice Award, 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-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model 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, detailed in this document, 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 fidelitycareers.com.

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, or by calling 800-835-5099, prompt 2, option 3.

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Vice President, Communication Consultant Team Lead
Fidelity Investments
Smithfield, RI
Mar 26, 2024
unknown
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