Wealth and Financial Education Coordinator

1 week ago

Madison, WI, United States National Financial Partners Full time
Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com .

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.

Summary:

The Wellness and Financial Education Program Coordinator plays a key role in supporting the development and execution of client wellness initiatives. This position ensures operational excellence through effective communications, data management, client engagement and ongoing program development.

Key Responsibilities:
Wellness Program Oversight:
  • Support the design and implementation of a multi-pillar client wellness program.
  • Provide ongoing oversight and coordination of wellness initiatives.
  • Define program goals, establish metrics, and prepare reports to measure success and engagement.
  • Collaborate with internal teams and external vendors to deliver high-quality wellness resources and events.
  • Ensure adherence to organizational policies and industry best practices.
Financial Education Program Coordination:
  • Execute and manage client financial education program, including workshops, webinars, and personalized sessions.
  • Develop promotional materials aligned with client needs and organizational objectives.
  • Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication.
  • Monitor program effectiveness and recommend improvements based on feedback and data.
Client Relationship Management:
  • Build and maintain strong relationships with new and existing clients.
  • Coordinate and lead implementation calls and conduct regular client check-ins.
  • Provide timely updates on program engagement and outcomes.
HubSpot Management
  • Maintain financial education client and program data within the HubSpot platform.
  • Leverage HubSpot tools to streamline processes and improve efficiency for wellness initiatives.
Additional Duties
  • Perform other program-related tasks as assigned to support the success of client wellness and education initiatives.
Competencies:
  • Business 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 situations.
  • Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
  • Customer 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 point.
  • Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions.
  • Effective 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 colleagues.
Education and/or Experience:
  • Bachelors Preferred
  • Experience in a client relationship management or coordinator role in lieu of degree will be considered

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 to $78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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