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. The Financial Education Coordinator supports the development and execution of client financial education programs through workshops, webinars, and personalized sessions, while managing communications, client relationships, data, technology platforms, and program improvements.
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
- This role has the potential to work anywhere in the U.S
- We are seeking a professionally minded individual with the desire to have fun and grow personally and professionally in a fast paced financial services business
- The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location
Benefits
- PTO
- Paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- This role has the potential to work anywhere in the U.S.
- This position may be eligible for performance-based incentives.
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