Workplace Education Strategist

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

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.