Note: The job is a remote job and is open to candidates in USA. Wealthspire is a wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. The Financial Education Coordinator supports the development and execution of client financial education programs through communications, data management, client engagement, technology management, and program improvement. The role coordinates workshops, webinars, client relationships, logistics, and wellness initiatives.
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
- 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
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
- Remote work arrangement
- PTO and paid holidays
- 401(k) with match
- Exclusive discount programs
- Health and wellness programs
- May be eligible for performance-based incentives
Company Overview