Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services
Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
Communicate operational updates to participants such as fund or fee changes
Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
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

5 plus years creating communication strategies
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)

Senior Manager, Communications Consultant

Key skills