Job Description:
Tax-Exempt Communication Project Manager
This person will work with the Tax-Exempt Communication Teams to efficiently support Personal Investing (PI) projects. We are looking for an individual to provide support and recommendations to the Communications Consultants and Managers on production related processes to ensure quality, reduce risk and produce materials in the most cost-efficient manner while adhering to service level goals.
The Expertise We’re Looking For
Three to five years of project management experience preferred.
Bachelor’s degree in Journalism, Communications, English, Marketing, or related field.
Print production experience desired!
Strong written and verbal communication skills required.
Fidelity and Defined Contribution experience preferred.
The Purpose of Your Role
The Management team is seeking a project manager to support the Communication Consultants, and Communications Managers with the development and production of standard communications for delivery to participants. This role will work in a collaborative team environment with the C&E, print vendors and other internal business partners in support of daily client requests.
The Skills You Bring
You have strong interpersonal, project management and problem-solving skills.
As a team member you will be in charge of multiple projects; you thrive in a fast-pace, deadline driven environment and work well collaboratively as well as independently.
You possess strong and effective verbal and written communication skills.
You are customer service focused with analytical and creative thinking skills.
You are detail oriented with editing and proofreading skills.
You have an ability to work with multiple systems and tools.
The Value You Deliver
Handling a high volume of projects.
Updating simple/standard communication pieces based on Communications Consultant or Communications Manager direction. Includes legal review cycle, production, and Quality Control process, including all vital follow-ups with the Communications Consultants/ Communication Managers, internal and external business groups.
Identifying risks proactively and developing alternatives to ensure timely resolution.
Supporting the day-to-day production management of client communications including planning, scheduling, execution, issue resolution, and reporting & reconciliation.
Negotiating with and being responsible for the production efforts with external print vendors.
Managing the production of marketing materials, and one time administrative/marketing mailings, such as new fund or service announcements, corporate action projects, and regulatory communications.
Participating in internal non-client projects.
Assisting Communications Managers in various projects as needed.
Providing production recommendations based on project specifications, design features, cost considerations and equipment capabilities.
How Your Work Impacts the Organization
The Tax-Exempt Communications Project Manager provides support to the TEM Communication and Education organization in the execution of participant communications to Fidelity’s Tax-Exempt clients with the focus on providing outstanding customer service.
Certifications:
Category:
CommunicationFidelity’s hybrid working model 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 every other week (all business days, M-F) in a Fidelity office.
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.