Note: The job is a remote job and is open to candidates in USA. Wealthspire Advisors is a New York City-based independent registered investment Advisory firm seeking a Financial Education Coordinator. The role involves supporting client financial wellness programs, managing meetings, and producing promotional materials while ensuring positive client relationships.
Responsibilities
- Handles all support functions for client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information
- This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in incoming calls and emails
- Manages meeting input and availability in the RPAG system
- Schedules ad hoc meetings for employee with their assigned Financial Professional as needed. This includes tracking receipt of meeting summaries and accurately inputting data into client records
- Supports team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments
- Produces promotional materials for scheduled events. This will include email campaigns, flyers and other materials as needed by clients
- Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi-weekly status calls and ongoing oversight of each client’s financial wellness program
- Other program related tasks as needed
Skills
- Handles all support functions for client's financial wellness program
- Ordering employee incentive items as needed
- Accurately recording cost and item tracking information
- Servicing general email and voicemail boxes on an ongoing basis
- Completing all tasks related to incoming calls and emails
- Managing meeting input and availability in the RPAG system
- Scheduling ad hoc meetings for employees with their assigned Financial Professional as needed
- Tracking receipt of meeting summaries and accurately inputting data into client records
- Supporting a team of Financial Professionals to provide an ongoing calendar of events and all necessary information for scheduled appointments
- Producing promotional materials for scheduled events, including email campaigns, flyers, and other materials as needed by clients
- Handling relationship management activities with new and/or existing clients
- Coordinating and conducting implementation calls, bi-weekly status calls, and ongoing oversight of each client's financial wellness program
- Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business
- Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements
- Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
- Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions
- Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs
Benefits
- PTO & paid holidays
- 401(k) with match
- Performance-based incentives
Company Overview
- Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. It was founded in 1995, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://www.wealthspire.com/.