Workplace Education Programs Manager

Soteria Reinsurance Ltd.; Covington, Northern (KY, KY); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Fidelity Investments is seeking a Workplace Education Manager in Covington, KY to coordinate client education workshops, serve as a subject matter expert, and ensure high-quality event delivery. You will manage logistics, promote materials, and seek improvements to support participant retirement readiness through in-person and virtual events.

The role requires a BA/BS and 3-5 years in financial services, with strong customer service and communication skills, in a fast-paced, deadline-driven

Qualifications

• BA/BS required in a relevant field.
• 3-5 years financial services experience preferred.
• Experience in employee benefits communication is a plus.

Responsibilities

• Coordinate client requests for 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 client educational requests, handling logistics and budget considerations.
• Manage promotional aspects and presentation materials to drive participant engagement.
• Identify process improvements and collaborate with partners to implement changes.
• Participate in team and business unit initiatives.

Skills

Customer service

Communication

Project management

Problem solving

Decision making

Teamwork

Education

BA/BS

Job description

Fidelity Investments is seeking a Workplace Education Manager in Covington, KY to coordinate client education workshops, serve as a subject matter expert, and ensure high-quality event delivery. You will manage logistics, promote materials, and seek improvements to support participant retirement readiness through in-person and virtual events.

The role requires a BA/BS and 3-5 years in financial services, with strong customer service and communication skills, in a fast-paced, deadline-driven