Workplace Implementation Manager

Position Summary:

The Workplace Implementation Manager leads the design standardization and continuous improvement of the processes and procedures that support onboarding and ongoing delivery of our Workplace Solutions financial counseling programs. This role also serves as a point of contact for our B2B corporate relationships partnering with corporate stakeholders and internal advisor teams to drive utilization of the financial planning benefit. While the Implementation Manager retains select relationship management responsibilities including leading corporate client meetings and coordinating across internal teams their primary focus is building and institutionalizing repeatable implementation frameworks that improve consistency efficiency and quality across the program lifecycle.

Primary Responsibilities

• Develop document and continuously improve standardized processes procedures and playbooks for onboarding and implementing Workplace Solutions financial counseling programs

• Lead the end-to-end onboarding and implementation process for Workplace Solutions financial counseling programs i.e. contracts benefits communications billing/operational processes etc.

• Coordinate with internal teams for advisor lead assignments

• Design develop and deliver training materials and sessions for participating advisors

• Maintain regular communication with advisors to gather insights identify trends and provide insight into additional engagement tactics

• Synthesize advisor feedback into actionable recommendations for corporate partners

• Develop and execute in collaboration with marketing targeted engagement strategies to drive awareness and utilization among eligible populations

• Analyze engagement data and continue to refine strategies to improve program reach

• Identify expansion opportunities amongst corporate partners

Required Qualifications:

• Proven (10 years) experience in relationship management project management or financial advisory services
• Ability to manage multiple priorities and work cross-functionally in a fast-paced environment
• Strong background in partnering with HR and corporate stakeholders on benefits and compensation planning
• Experience working in a B2B business ideally within the corporate benefits domain
• Ability to travel up to 20%

Preferred Qualifications:

• Masters degree

Skills and Competencies:

• Strategic thinker with a data-driven approach
• Strong process-orientation with experience building and scaling operational frameworks
• Excellent interpersonal and communication skills

Compensation Range:

$150000 - $200000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health dental and vision insurance day 1!

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for advanced education and professional designations

Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.