Tax Consultant Jobs in Rhode Island

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

This role manages and leads a team of Communications Consultants (CCs) who are responsible for client consulting, design and execution of benefits communication and education efforts for plan sponsors. The ideal candidate will effectively coach high-level individual contributors on strategic consultation with clients to highlight our value proposition and increase client satisfaction. This role must build positive relationships with internal business partners and influence others to provide support and assist with issues. This role requires client interaction periodically to support CCs, help resolve issues, customer concerns and compliance monitoring. The ideal candidate will bring innovative ideas to the group, be willing to try new things and lead broad-based initiatives.

• Recruiting, leading and developing a strong team; provides continuous feedback and formal reviews during quarter and year-end review cycles.

• Creating a culture that values and rewards contributions, drive, initiative, and achievement of results.

• Work collaboratively with other C&E leaders and key business partners in service of clients, participants, associates, and the firm.

• Reviewing key performance indicator metrics and trends to ensure that satisfaction, risk, and quality is effectively managed; drives action plans and holds teams accountable for results.

• Supervising registered representatives.

The Expertise and Skills You Bring

• Bachelor’s Degree – Required or equivalent with 12-15 years of experience

• 7+ years of management experience is required

• Experience in employee benefits communication and/or financial services required

• Series 7, 63 and 24 required or attained within 90 days of hire

• Strong leadership, facilitation, influencing, decision-making and team building skills

• Deep collaboration and partnership focus

• Client servicing skills and experience, including escalation management

• Change management experience

• Ability to hire, manage, coach, and develop a diverse team across multiple geographical locations

• Highly organized and able to prioritize and multi-task in a fast-paced, matrix management environment

• Excellent communication and interpersonal skills

• Ability to think strategically and advise senior leaders

The Team

The Vice President, Communications Consulting position exists within Fidelity’s Workplace Investing Communication & Education business unit. C&E provides consulting, content development, and delivery services for business partners, prospects, plan sponsors, and their participants across WI’s upper market segments. The VP drives Strategic Market client and participant satisfaction for Fidelity’s communication and education platforms, and proactively identifies and participates in critical initiatives that will positively impact Fidelity, our associates, and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category:

Communication

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.