Description

Job Description:

The Workplace Education Manager role focuses on consultation and execution to support our Workplace plan sponsor education needs, centered on the delivery of in person and virtual meetings. The Education Manager partners directly with plan sponsors, Fidelity relationship management teams, and presenters, to deliver detailed execution (coordination of educational meetings and campaigns), drive plan and participant satisfaction and facilitate positive outcomes.

The Team

This role supports the WI Educational Offerings in an effort to build, cultivate, and further develop lifetime relationships with our plan sponsors and participants. The educational strategies we support, bridge workplace investing and personal investing to deliver a comprehensive experience addressing the broader spectrum of savings, investing, and retirement needs.

Role Responsibilities

• Responds to client requests for investment education and provides additional consultation on client needs.
• Uses consultative techniques to engage and partner 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
  

The Expertise You Have

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

The Skills You Bring

• You would possess strong customer service and interpersonal skills supported by specific working experience, which is needed given the relationships we have with our clients and internal partners.
• You would have sound project management and problem resolution skills, with ability to complete 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 is a foundational requirement as it supports the brand of the team.
• Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.
• Ultimately you must be a contributing teammate who thrives in a team based environment.
  

The Value You Deliver

Your support with the delivery of our workplace education offering is directly tied to our Workplace participant's retirement readiness, as they become more engaged with Fidelity. Every interaction you have can deepen our existing client relationships, driving further client satisfaction. The effectiveness of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.

Note: Fidelity will not provide immigration sponsorship for this position

Certifications:

Category:

Client Service
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.

Please be advised that Fidelity's 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.

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