Job Description:

Engagement Strategist Job Description

The Role

As an Engagement Strategist, you blend deep expertise of the Workplace Investing (WI) employee experience with a passion for delivering participant engagement data and insights to plan sponsors. You analyze a combination of retirement readiness, financial wellness, and engagement data to build a comprehensive story that demonstrates the breadth of Fidelity’s value proposition. You help pinpoint additional opportunities to deepen participant interactions and plan sponsor relationships with Fidelity. As an extended member of the WI client service team, you partner with Large and Select Market Managing Directors and Communications Consultants to develop a prescriptive needs-based engagement approach tailored to clients based on plan design and employee behavior. These solutions primarily involve a combination of WI Communications & Education (C&E) related products and services with the potential for custom opportunities.

The Expertise and Skills You Bring

• BA/BS Required

• FINRA Series 7 and 63 licenses or attained within 90 days of hire

• 7 years communications consulting, benefits consulting, B2B marketing, learning & development, or benefit sales experience

• Proven success building and maintaining relationships with external clients and/or internal business partners

• Ability to analyze participant behavior and retirement readiness metrics to illustrate the value of Fidelity’s multi-channel WI employee engagement programs (Financial Wellness, NetBenefits, proactive and reactive communications outreach)

• Ability to identify opportunities for clients to adopt Fidelity programs, products, and services that improve the employee experience and elevate their benefits offering

• Outstanding storytelling skills across various media/channels, with the ability to distill data into insights that resonate with plan sponsors.

• Strong public speaking and consultative techniques to engage your audience in a compelling way while demonstrating Fidelity tools and products

• Natural curiosity and desire to understand what makes each plan sponsor unique

• Proficient at “reading the room” and adjusting your story to focus on content that resonates most with your plan sponsor audience

• Ability to provide clear next steps to clients and service team members to bring the engagement strategy you develop to fruition

• Ongoing appetite to learn about existing and new Fidelity products and a desire to participate in department and cross-functional initiatives

• Ability to work independently while prioritizing clients and competing demands for your time

• Strong subject matter expertise with defined contribution plans, Fidelity’s Financial Wellness offering, and/or emerging products and services

• Ability to travel up to 35% of the time

The Team

As an extended service team member, you will collaborate with up to 150 clients and their internal service team, depending on the assets and complexity of the client. You will partner internally with Relationship Management, Marketing and Product. Your consultative engagement will elevate Fidelity’s C&E offering brand with our clients and business partners, drive adoption of Fidelity products and services, help increase overall client satisfaction and retention, and help achieve WI Organization’s strategic goals.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.