Director, Financial Wellness at MMC in Charlotte, North Carolina

Job Description:

Compass Financial Partners, A Marsh & McLennan Agency LLC Company



Director, Financial Wellness



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 Wellness




Essential Functions:




Operational

• Lead and provide support to the Financial Wellness Team, collaborating closely with Compass leadership to execute the strategic vision


• Establish streamlined processes for key activities, including scheduling consultations and meetings, managing logistics, and tracking and analyzing results


• Develop a scalable structure of offerings that aligns with revenue goals, maximizing the utilization of existing resources to drive growth and profitability


• Conduct comprehensive assessments to identify organizational strengths and weaknesses, enabling strategic allocation of resources for maximum impact across the organization


• Streamline the onboarding process for new clients by creating a comprehensive welcome packet that provides essential information for a positive and productive partnership


• Match clients with team members based on expertise and workload effectively, ensuring a balanced allocation of resources


• Foster strategic partnerships with financial wellness technology companies, organizations, and think tanks to gain insights into the marketplace, industry trends, and client leverage opportunities


• Identify & develop new business opportunities in financial and retirement planning


• Provide retirement plan servicing and support new business development efforts


• Serve as a backup for education delivery when needed, based on the team's bandwidth


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


• Project-related support as needed

Content Creation

• Oversee the development and implementation of cutting-edge, customized financial wellness programs that deliver exception value to clients


• Design annual education plans, prepare content, and track relevant metrics to measure the effectiveness of our programs


• Create content and resources that can be leveraged by all Compass, covering retirement and financial well-being topics


• Develop and publish a monthly participant-focused newsletter referencing relevant and engaging content

Requirements:

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


• Ability to identify 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 90 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


• Enjoys working in a dynamic, fast-paced environment


• Possesses a drive for results through accountability and execution


• Excellent written and oral communication skills


• Motivated self-starter and innovator, must enjoy working independently in a team environment

Compass 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: http://marshmma.com/careers.



Marsh & McLennan Companies and its Affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.



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