Workplace Implementation Manager

Cerity Partners; Chicago (IL); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners seeks a Workplace Implementation Manager to standardize onboarding and optimize the delivery of Workplace Solutions financial counseling programs. You will design repeatable implementation frameworks and partner with corporate stakeholders to drive program adoption.

You will lead cross-functional onboarding, develop training for advisors, and translate advisor feedback into actionable recommendations for corporate partners, advancing program reach and impact.

Qualifications

• Minimum 10+ years in relationship management, project management, or financial advisory services.
• Ability to manage multiple priorities and collaborate cross-functionally in a fast-paced environment.
• Experience partnering with HR and corporate stakeholders on benefits and compensation planning.

Responsibilities

• Develop, document, and improve standardized onboarding and implementation playbooks.
• Lead end-to-end onboarding and implementation for Workplace Solutions programs.
• Coordinate with internal teams for advisor lead assignments.
• Design, develop, and deliver training materials for advisors.
• Maintain regular advisor communication to gather insights and drive engagement.
• Synthesize feedback into actionable recommendations for partners.
• Collaborate with marketing to drive awareness and utilization among eligible populations.
• Analyze engagement data to refine program reach and effectiveness.
• Identify expansion opportunities with corporate partners.

Skills

Strategic thinker (data-driven)

Process-oriented

Excellent communication

Education

Master’s degree

Job description

Position Summary

The Workplace Implementation Manager leads the design, standardization, and continuous improvement of the processes and procedures that support onboarding and ongoing delivery of our Workplace Solutions financial counseling programs. This role also serves as a point of contact for our B2B corporate relationships, partnering with corporate stakeholders and internal advisor teams to drive utilization of the financial planning benefit. While the Implementation Manager retains select relationship management responsibilities — including leading corporate client meetings and coordinating across internal teams — their primary focus is building and institutionalizing repeatable implementation frameworks that improve consistency, efficiency, and quality across the program lifecycle.

Primary Responsibilities

• Develop, document, and continuously improve standardized processes, procedures, and playbooks for onboarding and implementing Workplace Solutions financial counseling programs
• Lead the end-to-end onboarding and implementation process for Workplace Solutions financial counseling programs – i.e., contracts, benefits, communications, billing/operational processes etc.
• Coordinate with internal teams for advisor lead assignments
• Design, develop, and deliver training materials and sessions for participating advisors
• Maintain regular communication with advisors to gather insights, identify trends and provide insight into additional engagement tactics
• Synthesize advisor feedback into actionable recommendations for corporate partners
• Develop and execute, in collaboration with marketing, targeted engagement strategies to drive awareness and utilization among eligible populations
• Analyze engagement data and continue to refine strategies to improve program reach
• Identify expansion opportunities amongst corporate partners

Required Qualifications

• Proven (10+ years) experience in relationship management, project management, or financial advisory services
• Ability to manage multiple priorities and work cross-functionally in a fast-paced environment
• Strong background in partnering with HR and corporate stakeholders on benefits and compensation planning
• Experience working in a B2B business, ideally within the corporate benefits domain
• Ability to travel up to 20%

Preferred Qualifications

• Master’s degree

Skills And Competencies

• Strategic thinker with a data-driven approach
• Strong process-orientation with experience building and scaling operational frameworks
• Excellent interpersonal and communication skills

Compensation Range

$150,000 - $200,000

Why Cerity Partners

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.