Solver Manager
Armanino
CloudERP
Workplace Education Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • Kentucky, New Hampshire, Rhode Island, Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Responds to client requests for investment education and provides additional consultation on client needs.
- Uses consultative techniques to engage and partner 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.
Requirements
- BA/BS required
- Experience in employee benefits communication and/or financial services preferred
- 3-5 years financial services
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
consultative techniquesclient engagementclient satisfactionprocess improvementpresentation skillsbudget management
Certifications
BABS
