Workplace Solutions Implementation Lead

Cerity Partners Management LLC; Chicago (IL); Presencial; USD 150.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Strategic thinker

Data-driven

Process orientation

Interpersonal skills

Communication skills

Educación

Master’s degree

Descripción del empleo

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.