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As a Project Manager, you will oversee financial education projects to ensure a successful and timely delivery. You will also assist the financial education team in the creation of solutions for clients and prospects.
Job Responsibility:
Creating and maintaining a centralized database for workshop materials
Delivering in-person workshops and online webinars including audience Q&A
Connecting with business leaders across our services to understand changes to the industry, trends, and client feedback
Becoming a subject matter expert for all financial services products and core lines of business offered
Requirements:
Have a Bachelor's or equivalent experience
Have a Series 6 or 7 and 65 or 66
Have experience in financial planning or advisory services in participant facing capabilities
Defined contribution and/or defined benefit plan experience
Have experience delivering seminars/training and comfortable speaking in front of small and large groups of people
5 years of project management and client management experience
Have ability to understand and communicate detailed plan provisions and documents
Have CRPC or CFP or the ability to acquire CRPC or CFP designation within 90 days of employment
Have Microsoft Office experience, especially PowerPoint and Excel