Workplace Implementation Manager

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Job summary

Cerity Partners is seeking a Workplace Implementation Manager in Chicago to lead the design and standardization of processes for onboarding and delivering Workplace Solutions financial counseling programs. You will partner with corporate stakeholders and internal advisor teams to drive utilization and build repeatable implementation frameworks.

The role emphasizes cross-functional collaboration, training material creation, and ongoing program optimization across the client lifecycle.

Qualifications

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

Responsibilities

• Develop, document, and improve standardized processes and playbooks for onboarding and implementing Workplace Solutions programs.
• Lead end-to-end onboarding and implementation for Workplace Solutions programs—contracts, benefits, communications, billing.
• Coordinate with internal teams for advisor lead assignments.
• Design, develop, and deliver training materials for participating advisors.
• Maintain regular advisor communications to gather insights and trends.
• Translate advisor feedback into actionable recommendations for corporate partners.
• Collaborate with marketing to drive awareness and utilization among eligible populations.
• Analyze engagement data to refine strategies and extend program reach.
• Identify expansion opportunities among corporate partners.

Skills

Strategic thinker

Data-driven

Process orientation

Interpersonal skills

Communication skills

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

Our people drive our success by working together to deliver exceptional service to our clients.

• 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

Equality and Inclusion

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.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.