Job Description:

Workplace Education Manager

Role Responsibilities

Responds to client requests for investment education and provides additional consultation on client needs.Subject matter professional for the workplace education offering and delivery strategiesUses consultative techniques to engage and collaborate with clients regarding more customized educational treatments across multiple delivery channels.Proposes alternative solutions to balance client needs and objectives with internal business strategiesDrives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable servicesLeads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerationsIdentifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changesParticipates in additional department initiatives as neededThe Expertise You HaveBA/BS requiredExperience in employee benefits communication and/or financial services preferred3-5 years financial servicesThe Skills You BringYou would possess strong customer service and communication skills supported by specific working experience, which is essential given the relationships we have with our clients and internal partners.You would have sound project management and problem resolution skills, with ability to execute and implement projects to completion.A strong sense of personal responsibility for the quality of work, including accuracy, reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.Ultimately you must be a contributing teammate who thrives in a team based environment.The Value You Deliver

Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity

Every interaction you have can deepen our existing client relationships, driving further client satisfaction.The efficiency of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.

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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.