Financial Education Project Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee and implement financial education initiatives, such as webinars, workshops, campaigns, and various client projects.

• Ensure timely delivery of projects that adhere to quality benchmarks.

• Collaborate with clients and internal teams to design, coordinate, and execute financial education strategies.

• Foster employee engagement and support business goals.

• Conduct both virtual and in-person presentations on financial education.

• Maintain and update educational materials and resources.

• Ensure the accuracy, compliance, and currency of all materials.

• Track program performance, gather participant feedback, and stay informed about industry trends.

• Identify areas for continuous improvement and enhancement of financial education offerings.

• Act as a liaison among clients, internal teams, and team members.

⛳️ Requirements

• Hold either the FINRA Series 6 or 7 and FINRA Series 65 or 66 licenses.

• Have more than 5 years of experience in financial education, financial planning, advisory services, client management, project management, or a related domain.

• Experience in delivering educational seminars, webinars, workshops, or training sessions to both small and large audiences.

• Knowledgeable about defined contribution and/or defined benefit retirement plans and workplace financial wellness initiatives.

• Proven capability to manage multiple projects, prioritize conflicting deadlines, and coordinate with cross-functional teams.

• Possess a Chartered Retirement Planning Counselor (CRPC) designation or a similar certification, or a willingness to obtain one within six months of hire.

• Strong verbal and written communication skills, including the ability to articulate complex financial concepts in an engaging and comprehensible manner.

• Proficient in Microsoft Office, particularly in Excel data analysis and PowerPoint presentation design.

• Willingness to travel up to 15%.

• Must possess work authorization that does not currently or in the future require visa sponsorship in the United States.

🏝️ Benefits

• Health, dental, and vision coverage starting on Day One.

• Wellbeing programs.

• Retirement plans with contribution matching.

• Generous time off policies.

• Parental leave.

• Opportunities for continuing education.

• Career advancement possibilities.

• Flexible working arrangements when feasible.

• Competitive total rewards package.

• Ongoing education and training opportunities.

• Eligibility for bonuses and/or incentives may apply based on role and level.

• Reasonable accommodations for individuals with disabilities during the hiring process.