[Remote] Financial Education Coordinator - Remote

Note: The job is a remote job and is open to candidates in USA. Wealthspire is a leading wealth management firm that provides a comprehensive platform for wealth management and advisory services. The Financial Education Coordinator plays a key role in developing and executing client financial education initiatives, ensuring operational excellence through effective communication, data management, and client engagement.ResponsibilitiesExecute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessionsDevelop promotional materials aligned with client needs and organizational objectivesCoordinate logistics for days of education, including scheduling, presentation decks, and participant communicationMaintain positive client relationships by ensuring clear, consistent and timely communicationMonitor program effectiveness and recommend improvements based on feedback and dataBuild and maintain strong relationships with new and existing clientsCoordinate and lead implementation calls and conduct regular client check-insProvide timely updates on program engagement and outcomesMaintain financial education client and program data within the HubSpot platformCreate and manage HubSpot landing page for each clientCreate and manage Microsoft Bookings page for each, including customizations for dates of educationLeverage all technology and tools to streamline processes and improve efficiency for wellness initiativesSupport team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointmentsPerform other program-related tasks as assigned to support the success of client wellness and education initiativesSkillsExecute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessionsDevelop promotional materials aligned with client needs and organizational objectivesCoordinate logistics for days of education, including scheduling, presentation decks, and participant communicationMaintain positive client relationships by ensuring clear, consistent and timely communicationMonitor program effectiveness and recommend improvements based on feedback and dataBuild and maintain strong relationships with new and existing clientsCoordinate and lead implementation calls and conduct regular client check-insProvide timely updates on program engagement and outcomesMaintain financial education client and program data within the HubSpot platformCreate and manage HubSpot landing page for each clientCreate and manage Microsoft Bookings page for each, including customizations for dates of educationLeverage all technology and tools to streamline processes and improve efficiency for wellness initiativesSupport team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointmentsPerform other program-related tasks as assigned to support the success of client wellness and education initiativesBusiness 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; ability to apply this knowledge appropriately to diverse situationsClient Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagementsCustomer 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 pointDecision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisionsEffective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleaguesBenefitsPTO & paid holidays401(k) with matchExclusive discount programsHealth & wellness programsPerformance-based incentivesCompany OverviewWealthspire 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/.