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
Uncover plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
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
Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
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
Estimate cost of projects and bill for our services (when applicable)
Requirements
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)