Associate Director, Financial Wellness at MMC in Raleigh, North Carolina

Job Description:

Compass Financial Partners, A Marsh & McLennan Agency LLC Company




Associate Director, Financial Wellness




Our not-so-secret sauce.



Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Associate Director, Financial Wellness at Compass Financial Partners, A Marsh & McLennan Agency LLC Company




Compass Financial Partners, A Marsh & McLennan Agency LLC Company provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).



A day in the life.



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 Associate Director, Financial Wellness

• Support Compass' Financial Wellness practice


• Develop and deliver strategic participant education and communication programming - design annual education plans; prepare content; conduct individual & group meetings; and track all metrics


• 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)


• Support the development and implementation of custom designed, full-scale financial wellness programs for our clients


• Collaborate with the Director, Financial Wellness, Communications and Education Strategy on all financial wellness deliverables and programming


• Implement the servicing of the executive financial planning program to existing Compass clients; and help cross-sell program to other MMA Mid-Atlantic clients


• Project related support including content creation and development, process improvement, and documenting processes and procedures to create efficiencies across the team


• Stay abreast of current market, industry and legislative issues & trends

Our future colleague.



We'd love to meet you if your professional track record includes these skills:

• A student of the industry with demonstrated confidence of topical knowledge


• Willingness and capability to travel on a regular basis; work outside the scope of normal business hours as needed for client engagements


• Experience successfully managing and cultivating business relationships with clients, plan participants


• Enjoys self-motivating each day, organizing and prioritizing tasks and deliverables with minimal supervision and works well under tight deadlines


• 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 environment


• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

These additional qualifications are a plus, but not required to apply:

• Fluent in Spanish ideal but not required

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.



Valuable benefits.



We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.


Some benefits included in this role are:

• Generous time off, including personal and volunteering


• Tuition reimbursement and professional development opportunities


• Hybrid work


• Charitable contribution match programs


• Stock purchase opportunities

To learn more about a career at Compass Financial Partners, A Marsh & McLennan Agency LLC Company, check us out online:


http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw


Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/


• https://www.facebook.com/LifeatMMA


• https://twitter.com/marsh_mma

Who you are is who we are.



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.



Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.



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