Workplace Education Programs Manager

Fidelity Investments; Covington (KY); On-site; USD 70,000 - 90,000; Full time

Job summary

Fidelity Investments seeks an Education Manager to coordinate education workshops and provide consultative support within our Workplace Education program. The role partners with plan sponsors, Fidelity teams, and presenters to ensure accurate and timely campaigns, driving participant satisfaction and positive retirement outcomes.

The ideal candidate brings a BA/BS, 3–5 years in financial services, and strong customer service, project management, and communication skills to deliver high-quality

Qualifications

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

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.

Skills

Customer service

Project management

Communication

Teamwork

Decision making

Education

BA/BS degree

Job description

Fidelity Investments seeks an Education Manager to coordinate education workshops and provide consultative support within our Workplace Education program. The role partners with plan sponsors, Fidelity teams, and presenters to ensure accurate and timely campaigns, driving participant satisfaction and positive retirement outcomes.

The ideal candidate brings a BA/BS, 3–5 years in financial services, and strong customer service, project management, and communication skills to deliver high-quality