Manager, Member Education
Core
Lead a team of communication consultants while managing a portfolio of large national retirement plan clients to shape member education experiences.
Role type
Manager, Member Education Consultant
Builds
Custom education and communication strategies for retirement plans
Domain
Financial Services / Retirement Planning
Deliverable
product features
Required skills
Team leadership and coaching, Client relationship management, Strategic planning, Project management, Data analysis, Presentation skills, Knowledge of group retirement products
Preferred skills
RPA designation, Multichannel communication tool proficiency
Responsibilities
Manage client relationships and oversee member experience from onboarding to engagement, Coach and mentor communication consultants, Develop and execute education strategies based on client objectives, Lead strategic discussions with sponsors regarding member behavior, Drive project execution and monitor success metrics for education programs