Note: Fidelity will not provide immigration sponsorship for this position.
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.
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.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- Bachelor's degree or equivalent with 12-15 years of experience
- 7+ years of management experience
- Experience in employee benefits communication and/or financial services
- Series 7, Series 63, and Series 24 required (or to be attained within 90 days of hire)
- Strong leadership, facilitation, influencing, decision-making and team building skills
- Client servicing skills including escalation management
- Change management experience
- Ability to hire, manage, coach, and develop a diverse team across multiple geographic locations
- Highly organized; ability to prioritize and multi-task in a fast-paced, matrix environment
- Excellent communication and interpersonal skills
- Ability to think strategically and advise senior leaders
- Supervisory experience of registered representatives
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
