Associate Director, Financial Wellness

Marsh & McLennan Companies, Inc.•Raleigh, NC

52d•Hybrid

About The Position

Compass Financial Partners, A Marsh & McLennan Agency LLC Company, provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). As the Associate Director, Financial Wellness, you will provide support and enhanced value to participants of our Institutional Retirement Plan (401(k); 403(b); pension; non-qualified) clients, drive revenue and profitability, develop new business opportunities, and improve/maintain client relationships, all in an entrepreneurial environment. Here's how we define early success for the Associate Director, Financial Wellness Support Compass' Financial Wellness practice Meet with retirement plan participants 1:1 to enhance their financial wellness and security. Produce and facilitate group meetings for our institutional clients Develop and deliver strategic participant education and communication programming - design annual education plans; prepare content; conduct individual & group meetings; and track all metrics Retirement plan participant point of contact and retirement readiness coach- respond to participant inquiries; communicate with participants by phone/in- person while utilizing a variety of computer software & systems to assist in identifying action steps to reach retirement goals; serve as a retirement income specialist (retirement projections, financial plans, investment selection guidance, distribution planning) Support the development and implementation of custom designed, full-scale financial wellness programs for our clients Collaborate with the Director, Financial Wellness, Communications and Education Strategy on all financial wellness deliverables and programming Implement the servicing of the executive financial planning program to existing Compass clients; and help cross-sell program to other MMA Mid-Atlantic clients Project related support including content creation and development, process improvement, and documenting processes and procedures to create efficiencies across the team Stay abreast of current market, industry and legislative issues & trends

Requirements

Three (3) to Five (5) years of industry experience
Series 65 registration or willingness to successfully complete within 60 days
Certified Financial Planner (CFP) designation
Other industry designation(s) (CRPC, RIPC, AIF, CRPS, QPFC)
A student of the industry with demonstrated confidence of topical knowledge
Willingness and capability to travel on a regular basis; work outside the scope of normal business hours as needed for client engagements
Experience successfully managing and cultivating business relationships with clients, plan participants
Enjoys self-motivating each day, organizing and prioritizing tasks and deliverables with minimal supervision and works well under tight deadlines
Possesses a drive for results through accountability and execution
Excellent written and oral communication skills - enjoys delivering lively, entertaining employee education meetings that are interesting, relevant, accurate and concise
Motivated self-starter and innovator, must enjoy working independently in a team environment
Fluent in Spanish
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

Nice To Haves

Bachelor's degree in a related field is preferred.
Equivalent professional experience will also be considered.
Candidates with a strong track record of relevant skills and accomplishments are encouraged to apply, even if they do not hold a formal degree.

Responsibilities

Support Compass' Financial Wellness practice
Meet with retirement plan participants 1:1 to enhance their financial wellness and security.
Produce and facilitate group meetings for our institutional clients
Develop and deliver strategic participant education and communication programming - design annual education plans; prepare content; conduct individual & group meetings; and track all metrics
Retirement plan participant point of contact and retirement readiness coach- respond to participant inquiries; communicate with participants by phone/in- person while utilizing a variety of computer software & systems to assist in identifying action steps to reach retirement goals; serve as a retirement income specialist (retirement projections, financial plans, investment selection guidance, distribution planning)
Support the development and implementation of custom designed, full-scale financial wellness programs for our clients
Collaborate with the Director, Financial Wellness, Communications and Education Strategy on all financial wellness deliverables and programming
Implement the servicing of the executive financial planning program to existing Compass clients; and help cross-sell program to other MMA Mid-Atlantic clients
Project related support including content creation and development, process improvement, and documenting processes and procedures to create efficiencies across the team
Stay abreast of current market, industry and legislative issues & trends