Workplace Education Manager

Fidelity Investments • Smithfield, RI

2d • Hybrid

About The Position

The Workplace Education Manager role at Fidelity focuses on consultation and execution of key deliverables to support the day-to-day operations within the Workplace Education program. This role partners directly with plan sponsors, Fidelity relationship management teams, and presenters to ensure accuracy and timeliness in coordinating educational campaigns, driving plan and participant satisfaction, and facilitating positive outcomes. The team supports WI Educational Offerings in an effort to create, foster, 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 for our workplace participants. In addition, this role supports our broader Workplace Education Planning and Advice business unit to ensure our in person and virtual presenters are set up for success through an effective scheduling process and readiness requirements ahead of their presentations to deliver a high-quality experience.

Requirements

• BA/BS required
• 3-5 years financial services
• Strong customer service and communication skills supported by specific working experience
• Sound project management and problem resolution skills, with ability to execute 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
• Ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently
• A contributing team player who thrives in a team-based environment

Nice To Haves

• Experience in employee benefits communication and/or financial services preferred

Responsibilities

• Coordinate client requests for education workshops and provide additional consultation on client needs.
• Serve as subject matter expert on educational offerings and delivery strategies.
• Foster client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional value-added services
• Manage promotional aspects and supporting presentation materials across all events to drive participant engagement goals while managing 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 team and business unit initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees