Financial Education Project Manager - Virtual

Overview

This role serves as a key liaison between clients, internal teams, and team members to help ensure successful execution of webinars, workshops, learning campaigns, and financial wellbeing initiatives. The ideal candidate enjoys managing multiple projects simultaneously, collaborating with cross-functional teams, delivering educational presentations, and continuously improving the employee learning experience.

Responsibilities

• Manage and execute financial education programs, including webinars, workshops, campaigns, and other client initiatives, ensuring projects are delivered on time and meet quality standards.
• Partner with clients and internal colleagues to develop, coordinate, and implement financial education strategies that support employee engagement and business objectives.
• Deliver virtual and in-person financial education presentations.
• Maintain educational content and resources, ensuring materials remain accurate, compliant, and up to date.
• Monitor program performance, participant feedback, and industry trends to identify opportunities for continuous improvement and enhancement of financial education offerings.

Requirements

• Possess the FINRA Series 6 or 7 and FINRA Series 65 or 66 licenses.
• 5+ years of experience in financial education, financial planning, advisory services, client management, project management, or a related field.
• Experience delivering educational seminars, webinars, workshops, or training programs and presenting to small and large audiences.
• Knowledge of defined contribution and/or defined benefit retirement plans and workplace financial wellness programs.
• Demonstrated ability to manage multiple projects, prioritize competing deadlines, and coordinate cross-functional colleagues.
• Chartered Retirement Planning Counselor (CRPC) designation (or similar certification), or willingness to obtain within six months of hire.
• Strong verbal and written communication skills, including the ability to explain complex financial concepts in an engaging and easy-to-understand manner.
• Skilled in Microsoft Office, with an emphasis on Excel data analysis and PowerPoint presentation design.
• Ability to travel up to 15%.

Preferred Qualifications

• Additional financial education or workplace financial wellness program experience.

Compensation & Benefits

• Competitive total rewards package.
• Health, dental, and vision coverages starting Day One.
• Wellbeing programs.
• Retirement plans with contribution matching.
• Generous time off.
• Parental leave.
• Continuing education.
• Career growth opportunities.
• Continuing education & training.

Salary Pay Range

• Minimum: 95,000.00 USD
• Maximum: 115,000.00 USD

Pay Transparency Statement: Compensation decisions consider a variety of factors, including experience, education, certification/credentials, market data, internal equity, and geography. Bonus and/or incentive eligibility are determined by role and level. Compensation is decided on an individualized, non-discriminatory basis.

Location

• The role involves virtual interviews and may require occasional travel to one of the organization’s physical office locations.

Application & Interview Information

• Background checks may be required and can include some or all of the following based on position: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.
• Virtual interviews are conducted on video and may require a camera-on setting.

Authorization to Work

Applicants must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country.

Inclusion & Equal Opportunity

• Reasonable accommodations will be provided for the hiring process for persons with disabilities.
• Equal Employment Opportunity employer; does not discriminate based on protected characteristics as defined by applicable federal, state, and local law.