Fidelity Investments
Sr Communications Project Manager
Fidelity Investments, Westlake, Texas, United States,
Job Description:Expertise and Skills You HaveDegree or equivalent in Journalism, Communications, English, Marketing or related field strongly desired
Print production experience strongly desired
Five to seven years of project management experience preferred
Minimum of three years Defined Contribution and writing experience preferred
Series 7 and 63 is required and must be acquired within 120 days
Fidelity experience preferred
Analytical thinking; customer service orientation; decisiveness
Excellent organizational and project management skills
Excellent and effective oral/written communication skills
Ability to lead multiple projects; thrive in a fast pace deadline driven environment and work well collaboratively as well as independently
Proven strong leadership, motivation, negotiation and influence skills
Creative thinking and strong problem resolution skills
Excellent decision-making ability and leadership skills
Technical competence and ability to work with multiple systems and tools
Excellent attention to detail, editing and proofreading skills
Positive relationship building and interpersonal skills
Content Development:
Review and analyze plan-specific materials to resolve creative solutions in meeting client’s unique communications needs. Routinely develop custom integrated marketing campaigns (i.e. DB) to address client-specific goals. Work as a member of a team of experts to effectively deliver complex communication projects.
Production/Cost Management
Support day to day production management of client communications including project planning, scheduling, execution, issue resolution, and reporting and reconciliation. Consult and provide production recommendations based on project specifications, design features, cost considerations and equipment capabilities. Solicit quotes, estimates and select appropriate vendor for job based on project specifications and timelines. Facilitate and provide inventory management oversight for assigned client portfolio.
Project Management:
Independently lead creation of standard or custom educational materials to support several client projects. Own the technical, peer review, proofreading, legal, design and client edit/review cycles, including all vital follow-ups. Identify risks proactively and develop alternatives to ensure timely resolution.
Client Management/Satisfaction:
Participate in and lead client meetings and/or projects.
Business Initiatives:
Support, and in some instances, leads overall business improvement initiatives to improve quality, reduce cost, and improve service. Participate in cross market initiatives and represent Communications, Education and Operations’ larger scale initiatives.
The TeamThe Sr. Communications Production Manager (Sr. CPM) is responsible for handling production workflow of Workplace Investing (WI) communication materials for large size implementations, corporation actions and ongoing Strategic clients. Plans are typically complex, integrated and multi-practice (Health and Welfare & Defined Benefit). This manager will develop insight and understanding of the client’s communication strategy as well as providing production consultative support and recommendations to the Client Service Team and/or client. The Sr. CPM will be responsible for oversight of daily print production, inventory management, and issue resolution. This area of focus includes the management and execution of both one time mailing materials and ongoing kit management. They will have ownership for procedure development and maintenance of policies and controls. The Sr. CPM will coordinate with various business partners and collaborate with management to identify & lead process improvement opportunities.Certifications:Company OverviewFidelity 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 UsAt 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.
Print production experience strongly desired
Five to seven years of project management experience preferred
Minimum of three years Defined Contribution and writing experience preferred
Series 7 and 63 is required and must be acquired within 120 days
Fidelity experience preferred
Analytical thinking; customer service orientation; decisiveness
Excellent organizational and project management skills
Excellent and effective oral/written communication skills
Ability to lead multiple projects; thrive in a fast pace deadline driven environment and work well collaboratively as well as independently
Proven strong leadership, motivation, negotiation and influence skills
Creative thinking and strong problem resolution skills
Excellent decision-making ability and leadership skills
Technical competence and ability to work with multiple systems and tools
Excellent attention to detail, editing and proofreading skills
Positive relationship building and interpersonal skills
Content Development:
Review and analyze plan-specific materials to resolve creative solutions in meeting client’s unique communications needs. Routinely develop custom integrated marketing campaigns (i.e. DB) to address client-specific goals. Work as a member of a team of experts to effectively deliver complex communication projects.
Production/Cost Management
Support day to day production management of client communications including project planning, scheduling, execution, issue resolution, and reporting and reconciliation. Consult and provide production recommendations based on project specifications, design features, cost considerations and equipment capabilities. Solicit quotes, estimates and select appropriate vendor for job based on project specifications and timelines. Facilitate and provide inventory management oversight for assigned client portfolio.
Project Management:
Independently lead creation of standard or custom educational materials to support several client projects. Own the technical, peer review, proofreading, legal, design and client edit/review cycles, including all vital follow-ups. Identify risks proactively and develop alternatives to ensure timely resolution.
Client Management/Satisfaction:
Participate in and lead client meetings and/or projects.
Business Initiatives:
Support, and in some instances, leads overall business improvement initiatives to improve quality, reduce cost, and improve service. Participate in cross market initiatives and represent Communications, Education and Operations’ larger scale initiatives.
The TeamThe Sr. Communications Production Manager (Sr. CPM) is responsible for handling production workflow of Workplace Investing (WI) communication materials for large size implementations, corporation actions and ongoing Strategic clients. Plans are typically complex, integrated and multi-practice (Health and Welfare & Defined Benefit). This manager will develop insight and understanding of the client’s communication strategy as well as providing production consultative support and recommendations to the Client Service Team and/or client. The Sr. CPM will be responsible for oversight of daily print production, inventory management, and issue resolution. This area of focus includes the management and execution of both one time mailing materials and ongoing kit management. They will have ownership for procedure development and maintenance of policies and controls. The Sr. CPM will coordinate with various business partners and collaborate with management to identify & lead process improvement opportunities.Certifications:Company OverviewFidelity 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 UsAt 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.