Note: The job is a remote job and is open to candidates in USA. Wealthspire is a leading wealth management firm serving clients across the United States. The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives, ensuring operational excellence through effective communications and program development.
Responsibilities
- Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions
- Develop promotional materials aligned with client needs and organizational objectives
- Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication
- Maintain positive client relationships by ensuring clear, consistent and timely communication
- Monitor program effectiveness and recommend improvements based on feedback and data
- Build and maintain strong relationships with new and existing clients
- Coordinate and lead implementation calls and conduct regular client check-ins
- Provide timely updates on program engagement and outcomes
- Maintain financial education client and program data within the HubSpot platform
- Create and manage HubSpot landing page for each client
- Create and manage Microsoft Bookings page for each, including customizations for dates of education
- Support team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments
- Perform other program-related tasks as assigned to support the success of client wellness and education initiatives
Skills
- Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions
- Develop promotional materials aligned with client needs and organizational objectives
- Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication
- Maintain positive client relationships by ensuring clear, consistent and timely communication
- Monitor program effectiveness and recommend improvements based on feedback and data
- Build and maintain strong relationships with new and existing clients
- Coordinate and lead implementation calls and conduct regular client check-ins
- Provide timely updates on program engagement and outcomes
- Maintain financial education client and program data within the HubSpot platform
- Create and manage HubSpot landing page for each client
- Create and manage Microsoft Bookings page for each, including customizations for dates of education
- Leverage all technology and tools to streamline processes and improve efficiency for wellness initiatives
- Support team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments
- Perform other program-related tasks as assigned to support the success of client wellness and education initiatives
- Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
- Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements
- Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
- Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions
- Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview