What are the responsibilities and job description for the Workplace Education Manager position at Fidelity Investments?
Job Description
Workplace Education Manager
Role Responsibilities
Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity
Certifications
Category:
Client Service
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Workplace Education Manager
Role Responsibilities
- Responds to client requests for investment education and provides additional consultation on client needs.
- Subject matter professional for the workplace education offering and delivery strategies
- Uses consultative techniques to engage and collaborate with clients regarding more customized educational treatments across multiple delivery channels.
- Proposes alternative solutions to balance client needs and objectives with internal business strategies
- Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services
- Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations
- Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes
- Participates in additional department initiatives as needed
- BA/BS required
- Experience in employee benefits communication and/or financial services preferred
- 3-5 years financial services
- You would possess strong customer service and communication skills supported by specific working experience, which is essential given the relationships we have with our clients and internal partners.
- You would have sound project management and problem resolution skills, with ability to execute and implement projects to completion.
- A strong sense of personal responsibility for the quality of work, including accuracy, reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.
- Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.
- Ultimately you must be a contributing teammate who thrives in a team based environment.
Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity
- Every interaction you have can deepen our existing client relationships, driving further client satisfaction.
- The efficiency of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.
Certifications
Category:
Client Service
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
