Workplace Education Manager

Workplace Education Manager

Requirements

• BA/BS required
• Experience in employee benefits communication and/or financial services preferred
• 3-5 years financial services

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 strategies
• Uses 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 strategies
• Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services
• Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations
• Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes
• Participates in additional department initiatives as needed

Preferred Qualifications

• Strong customer service and communication skills supported by specific working experience
• 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
• Ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently
• Contributing teammate who thrives in a team based environment