[Remote] Financial Education Coordinator - Remote

Note: The job is a remote job and is open to candidates in USA. Wealthspire is a leading wealth management firm that provides a comprehensive platform for wealth management and advisory services. The Financial Education Coordinator plays a key role in developing and executing client financial education initiatives, ensuring operational excellence through effective communication, data management, and client engagement.

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

• 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
• Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
• Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements
• Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
• Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions
• Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives

Company Overview