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Director, Financial Wellness

Company: International Catalyst Services, LLC
Location: Charlotte
Posted on: September 23, 2022

Job Description:

Compass Financial Partners, A Marsh & McLennan Agency LLC CompanyDirector, Financial Wellness - Charlotte, Greensboro, or Raleigh, NC Our greatest strength is the caliber of our team, working together on a common goal of empowering plan participants to achieve a secure retirement and financial freedom. - Serving in the role of Director, Financial Wellness, you will provide support and enhanced value to participants of our Institutional Retirement Plan (401(k); 403(b); pension; non-qualified) clients, drive revenue and profitability, develop new business opportunities, and improve/maintain client relationships all in an entrepreneurial environment which gives everyone the opportunity to be recognized as a key contributor in a service driven organization.Interested? Keep reading.Make a career. Make a difference. When you work at Compass Financial Partners, A Marsh & McLennan Agency LLC Company, you'll experience real opportunities to help people and businesses become more safe, secure, and successful. With Compass Financial Partners, A Marsh & McLennan Agency LLC Company, you can create a career that matters.As a Compass Financial Partners, A Marsh & McLennan Agency LLC Company colleague, you'll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Discover how much is possible as you grow or advance your career.Here's how we define early success for the Director, Financial WellnessEssential Functions:

  • Direct the development and implementation of custom designed, full-scale, industry leading financial wellness programs
  • Create partnerships with financial wellness technology companies to understand the marketplace, industry trends, and pathways for clients to leverage
  • Develop relationships with organizations and think tanks that are focused on financial wellness
  • Lead -and provide support to the financial wellness team and work closely with Compass leadership to execute Compass strategic vision
  • Deliver strategic participant education and communication programming - design annual education plans; prepare content; conduct individual & group meetings; and track all metrics
  • Create content and resources that can be leveraged by all Compass clients across retirement and financial wellbeing.
  • Develop and publish a monthly participant focused newsletter referencing content that is relevant for most Compass participants
  • Retirement plan participant point of contact and retirement readiness coach- respond to - participant inquiries; communicate with participants by phone/in-person while utilizing a variety of computer software & systems to assist in identifying action steps to reach retirement goals; serve as a retirement income specialist (retirement projections, financial plans, investment selection guidance, distribution planning)
  • Create processes and support for the education team's key activities - scheduling 1:1 consultations and group meetings, logistics, tracking and results
  • Identify & develop new business financial/retirement planning opportunities (outside of retirement plan assets)
  • Retirement plan servicing and new business development support
  • Project related support
  • Stay abreast of current market, industry and legislative issues & trendsRequirements:
    • A student of the industry with demonstrated confidence of topical knowledge
    • Ability to generate additional revenue opportunities
    • Willingness and capability to travel; work outside the scope of normal business hours as needed
    • Series 65 registration or willingness to successfully complete within 60 days
    • Bachelor's Degree
    • Industry designation(s) preferred (CRPC, CFP, RIPC, AIF, CRPS, QPFC)Personal Attributes of the Successful Individual:
      • Experience successfully managing and cultivating business relationships with clients, plan participants
      • Enjoys multi-tasking and works well under pressure
      • Possesses a drive for results through accountability and execution
      • Excellent written and oral communication skills - enjoys delivering lively, entertaining employee education meetings that are interesting, relevant, accurate and concise
      • Motivated self-starter and innovator, must enjoy working independently in a team environmentCompass Financial Partners, A Marsh & McLennan Agency LLC Company encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: flexible, hybrid work environment, health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception.At Compass Financial Partners, A Marsh & McLennan Agency LLC Company, your future is limitless. For more information about our company, please visit us at: .Marsh & McLennan Companies and its Affiliates are EOE -Minority/Female/Disability/Vet/Sexual -Orientation/Gender Identity employers.#LI-hybrid

Keywords: International Catalyst Services, LLC, Charlotte , Director, Financial Wellness, Executive , Charlotte, North Carolina

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