FBC Progam Manager

PlanMember Financial Corporation•San Diego, CA

11d•$85,000 - $120,000•Onsite

About The Position

The FBC Program Manager (Fringe Benefit Consortium) plays a crucial role in fostering and maintaining positive relationships between the organization and its program stakeholders, including clients, partners, and internal teams. This position requires a strategic mindset, exceptional communication skills, and a commitment to ensuring client satisfaction and program success. The Program Manager is responsible for managing and enhancing the overall program experience for stakeholders and clients. Sales Interaction will be primarily with key plan stakeholders and leaders, FBC Advisors, and PlanMember Employe’s not individual Clients.

Requirements

Bachelor's degree in a relevant field (business, marketing, communications, etc.) and/or
Experience in program management or a related role, with a focus on stakeholder engagement and relationship management.
FINRA LICENSE - SIE
FINRA LICENSE - 7
FINRA LICENSE - 65
FINRA LICENSE - 24

Nice To Haves

Excellent interpersonal, communication, sales, and negotiation skills.
Strong analytical and problem-solving abilities.
Proficiency in project management tools and software.
Ability to work collaboratively and effectively with cross-functional teams.
Demonstrated ability to meet deadlines and work in a fast-paced environment

Responsibilities

Operate the Financial Center in accordance with PLANMEMBER’s direction, co-branding requirements, and Financial Center guidelines to serve the Fringe Benefit Consortium (FBC), Southern California school districts, nonprofit organizations, for-profit companies, and other employer groups.
Coordinate the activities of other independent Financial Centers as they relate to the FBC relationship.
Manage the solicitation and enrollment of FBC school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets) to participate in the PlanMember Program and other PlanMember product offerings.
Recruit qualified FBC Advisors to join PlanMember for the purpose of promoting the PlanMember Program and other PlanMember platform offerings, and to serve FBC-affiliated school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets).
Be responsible for the supervision and servicing of recruited Advisors, including, if deemed appropriate by PLANMEMBER, acting as the Office of Supervisory Jurisdiction (OSJ) for such Advisors.
Coordinate ongoing sales, marketing, and business development activities on behalf of PlanMember.
Cultivate and maintain strong relationships with program stakeholders, including clients, partners, and internal teams.
Serve as the primary point of contact for stakeholders, addressing their inquiries, concerns, and needs promptly and professionally.
Regularly assess stakeholder satisfaction and feedback to identify areas for improvement.
Collaborate with cross-functional teams to ensure seamless program delivery and execution.
Monitor program progress and proactively address issues or obstacles that may impact stakeholder satisfaction or program outcomes.
Provide support to program managers and teams as needed to ensure program success.
Prepare and deliver regular program updates and reports to stakeholders, summarizing progress, key metrics, and achievement – accumulating data for sales reporting.
Develop and maintain communication plans to keep stakeholders informed and engaged throughout the program lifecycle.
Communicate effectively with stakeholders through various channels, including meetings, emails, and presentations.
Identify and address conflicts or challenges within the program promptly and diplomatically.
Work collaboratively to find resolutions that align with the interests of all stakeholders involved.
Identify opportunities for upselling or cross-selling additional services or products to existing clients.
Develop and implement strategies to enhance client retention and loyalty.
Collect and analyze feedback and data to continuously evaluate program effectiveness.
Propose and implement improvements based on stakeholder input and industry best practices.
Assist in the management of program budgets, ensuring that resources are allocated effectively to meet program objectives.