Remote Financial Education Programs Coordinator

AON PLC; New York (NY); Hybrid; USD 59,000 - 65,000; Full time

Job summary

Wealthspire is seeking a Financial Education Coordinator to support client financial education initiatives through the Wealthspire at Work program. The role ensures operational excellence through effective communications, data management, client engagement and ongoing program development.

Responsibilities include executing workshops and webinars, developing promotional materials, coordinating education days, maintaining client relationships, and leveraging HubSpot and scheduling tools for

Qualifications

• Strong communication and relationship management skills.
• Ability to coordinate events and programs.
• Experience with customer education or wellness initiatives.
• Familiarity with CRM tools and scheduling platforms.

Responsibilities

• Execute and support client financial education programs (workshops, webinars, sessions).
• Develop promotional materials aligned with client needs and objectives.
• Coordinate logistics for education days (scheduling, decks, communications).
• Maintain positive client relationships with clear, timely updates.
• Monitor program effectiveness and suggest improvements.

Skills

Client Relationship Management

Communication

Project Coordination

HubSpot

Microsoft Bookings

Tools

HubSpot

Microsoft Bookings

Job description

Wealthspire is seeking a Financial Education Coordinator to support client financial education initiatives through the Wealthspire at Work program. The role ensures operational excellence through effective communications, data management, client engagement and ongoing program development.

Responsibilities include executing workshops and webinars, developing promotional materials, coordinating education days, maintaining client relationships, and leveraging HubSpot and scheduling tools for