Director, Engagement Strategist (Remote- Northeast)

Job Description:

Engagement Strategist Job Description

The Role

As an Engagement Strategist, you blend deep expertise of Fidelity s 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.

You are an extended member of the WI client service team, meeting with plan sponsors annually or semi-annually, depending on client complexity and assets (asset size ranges between $300M-$2B). You collaborate with Managing Directors and Communications Consultants to develop a prescriptive engagement approach tailored to clients based on their goals, plan design, and employee behavior. The solutions you propose primarily involve a combination of WI Communications & Education (C&E) related products and services with the potential for custom opportunities. Your consultative engagement will elevate Fidelity s C&E offering, drive adoption of products and services, deepen participant interactions, and help increase overall client satisfaction and retention.

The Expertise and Skills You Bring

• FINRA Series 7 and 63 licenses preferred (or must be attained within 90 days of hire)

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

• Proven success building relationships and influencing external clients and 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 \u201Creading the room\u201D 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

The Engagement Strategist Team is part of the WI Communications & Education organization within Fidelity s Large and Select Markets (client asset size between $300M-$2B). Each Engagement Strategist is aligned with 13-15 Managing Directors across ~150 clients. As an extension of the service team, Engagement Strategists meet with plan sponsors annually or semi-annually, depending on client asset size and complexity. Building credibility with Managing Directors is a critical success factor, as is working collaboratively with Communications Consultants.

The base salary range for this position is $85,000-$144,000 per year. \u00A0

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. \u00A0\u00A0

We offer a wide range of

to meet your evolving needs and help you live your best life at work and at home. \u00A0These 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. \u00A0Note, 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

, 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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,

, 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

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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

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