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Fidelity Investments

Manager, Communication Consultant

Fidelity Investments

. Partner with Fidelity Managing Directors to develop and execute participant communication strategies for Tax-Exempt Core Non-Profit clients .

Posted 9/22/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and executing communication strategies for Tax-Exempt Core Non-Profit clients, with a strong focus on project management, participant experience, and collaboration across cross-functional teams. Proficient in managing educational and regulatory communications while ensuring quality and accuracy.

Highest-signal resume keywords
Project Management ExperienceEmployee Benefits CommunicationSIE CertificationStrong Written and Verbal Communication SkillsProficiency with Microsoft Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Communications ConsultingEditing and ProofreadingProcess ImprovementWorkflow StreamliningPrint Production
Soft Skills
Interpersonal SkillsProblem SolvingDetail OrientedCustomer-FocusedAnalytical Thinking
Tools & Technologies
ComhubPSWXtrac
Certifications & Qualifications
SIESeries 6 LicenseSeries 63 License
Industry Keywords
Tax-Exempt Core Non-ProfitRetirement Plan CommunicationsFinancial ServicesEducational CommunicationsRegulatory Communications

About the role

Key responsibilities & impact
  • Partner with Fidelity Managing Directors to develop and execute participant communication strategies for Tax-Exempt Core Non-Profit clients
  • Manage end-to-end delivery of educational, plan, and regulatory communications
  • Ensure quality, accuracy, and cost-effective production
  • Collaborate with cross-functional teams and vendors on high-volume projects
  • Streamline workflows and drive process improvements
  • Ensure timely delivery, effective governance, and exceptional participant experience
  • Consult with the Managing Director on communication and education strategy
  • Uncover key client priorities and needs
  • Position the TEM Core communications model appropriately
  • Support retirement plan communications for hospitals, universities, governments, and faith-based organizations

Requirements

What you’ll need
  • Degree in Journalism, Communications, English, Marketing, or related field strongly desired
  • Experience in employee benefits communication and/or financial services preferred
  • 2-3 years’ communications consulting experience preferred
  • Proven project management experience required
  • SIE required
  • Series 6 and Series 63 licenses preferred, with required attainment within 90 days of hire
  • Working knowledge of communication processes from creation through distribution across print, email, and internet
  • Print production experience a plus
  • Strong written, verbal, interpersonal, and problem solving skills
  • Ability to handle multiple deadlines and work independently or collaboratively
  • Detail oriented with strong editing/proofreading skills
  • Customer-focused with analytical and creative thinking skills
  • Knowledge of Fidelity's communications offerings and capabilities across multiple product offerings
  • Proficiency with Microsoft Office and internal systems such as Comhub, PSW, and Xtrac
  • Must not require immigration sponsorship for this position

Benefits

Comp & perks
  • Fidelity’s onsite working model is transitioning to full-time onsite through a phased rollout across regions and roles
  • Series 6 and Series 63 licenses may be obtained within 90 days of hire