Manager

• 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.

Workplace Education Manager

Operation Manager, Japanese Speaker

District Manager

District Manager

Portfolio Manager

Senior Manager, Workplace Investing