Remote Financial Education & Programs Coordinator

NFP, an Aon company; New York (NY); On-site; USD 59,000 - 65,000; Full time

Job summary

Wealthspire is seeking a Financial Education Coordinator to support client education initiatives, coordinate events, and manage communications. The role focuses on delivering workshops, webinars, and personalized sessions while maintaining strong client relationships and applying data-driven improvements.

The position offers the potential to work anywhere in the U.S. and includes responsibilities for developing promotional materials, scheduling, and leveraging technology to streamline wellness

Qualifications

• Knowledge of business concepts and applying them to client engagements.
• Ability to build and maintain client relationships throughout engagements.
• Understanding of customer experience principles across touchpoints.
• Strong decision-making and critical thinking in educational program contexts.
• Clear, proactive communication with clients and internal teams.

Responsibilities

• Execute and support client financial education programs, including workshops, webinars, and personalized sessions.
• Develop promotional materials aligned with client needs and organizational objectives.
• Coordinate logistics for education events, including scheduling, decks, and participant communications.
• Maintain positive client relationships through clear, timely communication.
• Monitor program effectiveness and propose improvements based on feedback and data.

Skills

Business Acumen

Client Relationship Management

Customer Experience Management

Decision Making

Effective Communications

Tools

HubSpot

Microsoft Bookings

Job description

Wealthspire is seeking a Financial Education Coordinator to support client education initiatives, coordinate events, and manage communications. The role focuses on delivering workshops, webinars, and personalized sessions while maintaining strong client relationships and applying data-driven improvements.

The position offers the potential to work anywhere in the U.S. and includes responsibilities for developing promotional materials, scheduling, and leveraging technology to streamline wellness