Overview In this role you will support Fidelity's Workplace Education program by coordinating educational campaigns and presenting logistics for workshops. You partner with plan sponsors, relationship teams, and presenters to ensure accurate, timely delivery and high participant satisfaction. You will manage scheduling readiness and materials to provide a high-quality, engaging experience, helping drive retirement readiness and stronger client relationships.
Responsibilities- Coordinate client requests for education workshops and consult on client needs
- Serve as subject matter expert on educational offerings and delivery strategies
- Foster client satisfaction through execution of educational requests and logistics
- Manage promotional aspects and presentation materials across events while considering budget
- Identify process improvement opportunities in operational execution and implement changes
- Participate in team and business unit initiatives
Key requirements- BA/BS required
- 3-5 years financial services experience
- Experience in employee benefits communication and/or financial services preferred
- strong customer service orientation
- excellent communication skills
- project management and problem-resolution abilities
- project management
- logistics coordination
- presentation materials management
