Client Education Content Strategist

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

We are seeking a highly skilled Client Education Content Strategist to drive the development of highimpact digital customer education for Fidelity Stock Plan Services (SPS). In this role you will combine critical thinking deep analytical ability and handson content creation to develop educational experiences that help SPS clients confidently understand our equity compensation products and services.

• Designing and writing clear accurate clientfriendly educational content that aligns with brand legal accessibility and quality standards
• Applying indepth knowledge of equity compensation concepts theories and practices to craft learning resources that improve client understanding and selfservice outcomes
• Conducting interviews with SMEs and business partners to uncover essential information translating it into learning materials guides scripts and client resources
• Running an agile content development workflow including planning prioritization production feedback incorporation and quality assurance
• Creating and maintaining a scalable library of contentwritten visual and digitalthat supports SPS education goals
• Leading content refinement cycles by incorporating partner feedback and ensuring content accuracy and clarity
• Collaborating with graphic designers UX designers and multimedia partners to translate content into videos visuals mockups and interactive learning formats
• Seeing opportunities for innovation and continuous improvement in content processes and delivery channels
• Providing informal direction and subjectmatter guidance to teammates or partners even without direct managerial authority
• Solving a variety of moderately complex to complex problems by evaluating information anticipating client needs and making informed strategic decisions

The Expertise and Skills You Bring

• 5-6 years of proven experience in content strategy client education learning content development client communications or a related field
• Bachelors degree in digital marketing Communications Journalism English Business or related field
• Working knowledge of Microsoft Office and familiarity with project management tools such as Jira Smartsheet or similar tools
• Analytical and decisionmaking skillsyou evaluate information from multiple sources resolve ambiguity and make sound content decisions with minimal oversight
• Expert communicationyou write and structure content clearly and concisely adapting messaging for different audiences and client needs
• Demonstrated ability to research understand and simplify complex conceptspreferably in equity compensation or financial services turning them into plain accessible language
• Experience conducting structured SME interviews and synthesizing subjectmatter input into clear accurate learning materials
• Proven ability to run or contribute to an agile content production workflow (e.g. sprint planning backlog management QA cycles)
• Experience partnering with designers UX teams animators and/or media production teams to bring content to life
• Crossfunctional collaborationyou lead without authority and work effectively with designers product teams legal partners and business collaborators to achieve your goals
• Clientcentric mindsetyou bring emotional intelligence and a strong understanding of client needs language and challenges
• Creative thinking aligned to business outcomesyou bring ideas for new content formats visual approaches and scalable processes

The Team

The SPS Client Education team empowers clients and internal teams by transforming complex SPS products workflows and industry concepts into clear engaging and actionable learning experiences. We work collaboratively with product experts clientfacing teams and design partners to build education that supports every stage of the client journeyfrom onboarding through advanced optimization.

Operating with a high degree of autonomy the team manages an agile content development process that spans research instructional design content creation and continuous improvement. We make informed decisions that ensure accuracy clarity and relevance while maintaining a scalable learning ecosystem that meets the evolving needs of clients and internal stakeholders.

Ultimately Client Education plays a critical role in advancing SPS priorities: improving the overall client experience increasing product adoption and freeing up clientfacing teams to focus their expertise on the most strategic highvalue service opportunities.

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Most roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelitys 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.