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Implementation Communications Consultant

Implementation Communications Consultant

locationWestlake, TX, USA
PublishedPublished: 2/25/2026
Marketing / Communications / PR
Full Time

Job Description:

Implementation Communications Consultant

Note: Fidelity will not provide immigration sponsorship for this position

The Role

As an Implementation Communications Consultant, you will lead Fidelity clients to develop the implementation strategy and then operationalize that strategy to build and deliver high-quality, efficient communications to participants in the Core and Large Market segments. You will deliver critical information to plan participants during periods of change. Your focus will be on sophisticated, new client implementations, new plan setups, corporate actions, and other large event projects.

  • Coordinate with the client on the communication & education strategy for the project, uncovering key client priorities and needs, while positioning the current communications model appropriately

  • Build a communications project plan or timeline, coordinate project plan achievements and dates and provide status updates.

  • Acquire client, plan and project information from the client, internal partners and prior record-keeper to inform communications. Draft print and email communications, microsites, and other informative components ensuring high PADU adherence and cost efficiencies

  • Review communications with Fidelity legal/compliance, internal service team and the client. Coordinate production, setup and delivery of communications. Hold communication partners accountable for delivery dates and document completion dates.

  • Complete project on time with high client happiness

  • Represent C&E in cross-functional projects and initiatives

  • Act as a knowledgeable resource for internal business partners on C&E implementation services

The Expertise and Skills You Bring

  • Experience in employee benefits communication and/or financial services preferred

  • Minimum of 1 year communications consulting experience preferred

  • Confirmed project management experience required

  • NASD Series 7 and 63 licenses (candidate must already possess these licenses at the time of hire).

  • Confirmed understanding of communication processes from writing and design through distribution across multiple media (print, email, microsites)

  • Ability to write and/or edit readable, user-friendly copy to improve message

  • Ability to make decisions independently

  • Knowledge of the communications and financial industry standards

  • Knowledge of Fidelity's communications offerings and capabilities for a multitude of product offerings

  • Consultative selling skills and experience

  • Client servicing skills and experience

The Team

You will work with multiple client projects simultaneously, depending on the level of complexity. Your efforts will help Fidelity profitability by offering efficient, digital solutions that engage participants. You will partner internally with key business partners like implementation, marketing, product, legal and production to meet client expectations. You will partner externally with key collaborators like plan sponsors, consultants, participants and Fidelity’s vendors.

Certifications:

Category:

Communication

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.