Remote Employee Liaison - Meeting | WFH

Job Overview

We are seeking an experienced and motivated Employee Meeting Liaison to join our dynamic team in a remote capacity. In this critical role, you will be instrumental in providing impactful financial education to our clients’ employees, enabling them to make informed decisions about their retirement planning. If you possess exceptional communication skills and thrive in collaborative environments, this is an excellent opportunity for you.

Key Responsibilities

• Develop and deliver engaging educational initiatives for employees of our 401(k) clients through diverse platforms including in-person seminars, online webinars, and recorded presentations.
• Implement effective communication strategies by conducting group meetings and one-on-one consultations, both virtually and in person.
• Provide expert insight into retirement plans and assist clients and their employees with their financial education needs.
• Manage travel and meeting schedules, with travel commitments potentially reaching up to 80%.
• Establish and nurture strategic partnerships with site contacts, plan sponsors, and advisors within your designated client portfolio.
• Research and tailor educational content to align with each client’s specific retirement plan, company culture, and employee demographics.
• Collaborate with internal teams to ensure business objectives are integrated into training experiences.
• Design and present informative sessions on complex topics related to retirement plans.
• Follow up with clients to address inquiries and resolve any outstanding issues, leveraging available tools to measure the effectiveness of learning offerings.
• Collect and utilize client feedback to enhance the overall educational experience.
  
  

Required Skills

• Outstanding presentation and communication abilities.
• Proficient in nurturing and maintaining professional relationships.
• In-depth understanding of various retirement plan options.
  
  

Qualifications

• Bachelor's degree or an equivalent combination of education and relevant experience.
• A minimum of 5 years of pertinent professional experience.
• FINRA Series 7 & 66 and CRPC certifications (to be obtained within 6 months).
• Willingness to travel up to 70-80% of the time.
  
  

Career Growth Opportunities

We are committed to supporting your professional development, offering access to ongoing training programs and opportunities to enhance your skills and advance your career within our organization.

Company Culture And Values

As a leading investment management firm, we prioritize inclusivity and support within our workplace. Our commitment to fostering a diverse environment ensures that every employee can thrive and contribute meaningfully to our mission of delivering exceptional retirement services.

Compensation And Benefits

• Competitive salary range: \(61,000 - \)123,000 annually, based on location and experience.
• Annual bonus opportunities to reward outstanding performance.
• Comprehensive retirement plan to help you secure your financial future.
• Flexible hybrid work model, allowing for a balanced work-life integration.
• Extensive benefits package including health and wellness resources, generous paid time off, and family care support.
  
  

Join Our Team

If you are a dedicated communicator eager to empower others through financial education, we encourage you to apply. This role presents a unique chance to make a significant impact in the lives of employees, guiding them towards a secure financial future.

Employment Type: Full-Time