Position Details

Salary $93K – $130K USD / year

Type Not Specified

Experience mid

Exp. Years 10+ years

Education 4-year college degree or equivalent

Category Business Analysis

About this role

A role focused on developing and managing holistic financial wellness programs for clients, ensuring program success and client satisfaction.

Key Responsibilities

Conduct discovery meetings
Develop financial wellness strategies
Coordinate program launch
Manage ongoing client relationships
Leverage data for program improvement

Technical Overview

Involves client engagement, strategic planning, data analysis, and program implementation within the financial services industry.

Ideal Candidate

The ideal candidate is a senior financial wellness professional with extensive experience in client engagement, program development, and holistic financial planning. They possess strong relationship management skills and a proven track record of implementing successful wellness strategies.

Must-Have Skills

4-year college degree or equivalent10 years of related industry experienceProfessional License/Certification (656or 7)

Nice-to-Have Skills

Experience in financial wellnessStrategic planningProgram development

Tools & Platforms

Marketing automation tools

Required Skills

Financial WellnessClient EngagementFinancial PlanningProgram DevelopmentRelationship ManagementData-Driven InsightsClient Education

Hard Skills

Financial WellnessClient EngagementFinancial PlanningProgram DevelopmentRelationship ManagementData-Driven InsightsClient Education

Soft Skills

CommunicationRelationship BuildingStrategic ThinkingClient AdvocacyProblem Solving

Certifications

Required

6567

Industry & Role

Industry Financial Services

Job Function Financial wellness program development and client relationship management

Keywords for Your Resume

Financial Wellness ConsultantClient EngagementFinancial PlanningRelationship ManagementData-Driven InsightsClient EducationMarketing automation toolsFinancial industry experienceHolistic financial wellnessProgram developmentStrategic planningClient satisfactionFinancial benefitsWellness programClient needsFinancial WellnessProgram DevelopmentStrategic PlanningWellness ProgramClient Satisfaction

Deal Breakers

Less than 10 years of industry experience, Lack of relevant financial wellness certifications, No experience in client relationship management

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