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Chicago, IL; Chicago Office; Nashville Office; Austin Office; Saratoga Springs, NY; Los Angeles, CA; Baltimore, MD; Denver, CO; Cleveland, OH; Pittsburgh, PA; Seattle Office; San Francisco, CA; New York City, NY; Bonita Springs, FL; Louisville, KY
Source: Cerity Partners careers · View original posting
From Cerity Partners's posting. “We” and “our” refer to the employer.
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.
Compensation
$150,000 - $200,000
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!
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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