Workplace Education Manager

Fidelity; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity is seeking an Education Manager to coordinate education workshops and consult with plan sponsors, relationship teams, and presenters, ensuring accurate and timely delivery of educational campaigns and positive outcomes.

The role supports Workplace Education offerings and ensures presenters are prepared for successful in-person and virtual sessions, driving retirement readiness for participants.

Qualifications

• BA/BS required.
• 3-5 years financial services experience preferred.
• Experience in employee benefits communication and/or financial services preferred.

Responsibilities

• Coordinate education workshops and provide consultation on client needs.
• Serve as subject matter expert on educational offerings and delivery strategies.
• Foster client satisfaction through effective execution of education requests and logistics, uncovering value-added services.
• Manage promotional aspects and materials across events to drive participant engagement while considering budget.
• Identify process improvement opportunities within the operational execution of workplace education strategy and work with partners to implement changes.
• Participate in additional team and business unit initiatives.

Skills

Customer service

Communication

Project management

Problem resolution

Education

BA/BS

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Education Manager role focuses on consultation and execution of key deliverables support the day-to-day operations within our Workplace Education program. The Education Manager partners directly with plan sponsors, Fidelity relationship management teams, and presenters, delivering accuracy and timeliness in the coordination of educational campaigns, driving plan and participant satisfaction, and facilitating positive outcomes.

The Team

This role supports the 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.

Role 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.

The Expertise You Have

• BA/BS required
• Experience in employee benefits communication and/or financial services preferred
• 3-5 years financial services

The Skills You Bring

You would possess strong customer service and communication skills supported by specific working experience, which is critical given the relationships we have with our clients and internal partners.

You would have 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 is a foundational requirement as it supports the brand of the team.

Your ability to ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.

Ultimately you must be a contributing team player who thrives in a team-based environment.

The Value You Deliver

Your support with the delivery of our workplace education offering is directly tied to our Workplace participant's retirement readiness, as they become more engaged with Fidelity.

Every interaction you have can deepen our existing client relationships, driving further client satisfaction.

The effectiveness of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.

Fidelity's Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Client Service

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.