Job Description:
If you are interested in leading the strategic direction of a diverse team of tenured, Director-level Communication Consultants while also driving broader scalable, quality focused solutions and improvements across the Communication & Education (C&E) and Client & Participant Services (CAPS) organization, this role is for you!
The Role
This role manages and leads a team of Communications Consultants (CCs) who are responsible for client consulting, design and execution of benefits communication and education efforts for plan sponsors. The ideal candidate will effectively coach high-level individual contributors on strategic consultation with clients to highlight our value proposition and increase client satisfaction. This role must build positive relationships with internal business partners and influence others to provide support and assist with issues. This role requires client interaction periodically to support CCs, help resolve issues, customer concerns and compliance monitoring. The ideal candidate will bring innovative ideas to the group, be willing to try new things and lead broad-based initiatives.
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- 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 12-15 years of experience
- 7+ years of management experience is required
- Experience in employee benefits communication and/or financial services required
- Series 7, 63 and 24 required or attained within 90 days of hire
- Strong leadership, facilitation, influencing, decision-making and team building skills
- Deep collaboration and partnership focus
- 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 exists within Fidelity's Workplace Investing Communication & Education business unit. C&E provides consulting, content development, and delivery services for business partners, prospects, plan sponsors, and their participants across WI's upper market segments. The VP drives Strategic Market 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:
Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA
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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.