Workshop Manager - Covington, KY, Westlake, TX or Smithfield RI

Covington, KY
October 12 2017

As a Workshop Manager you'll be coordinating employee education workshops to meet Fidelity and client educational meeting objectives while facilitating the allocation of daily workshops, resolving issues/escalations and consulting on more unique client requests.

The Expertise We're Looking For

  • College degree preferred
  • Prior customer service or phone experience required
  • Familiarity with Fidelity's products, services and online tools is desirable

The Purpose of Your Role

As a Workshop Manager, you will be working with internal business partners and clients to help develop and coordinate educational meeting programs. You will be scheduling and coordinating employee meetings while managing a daily workload of requests including onsite/online workshops and benefit fairs. Workshop Managers respond to and resolve all logistical needs, issues related to meeting preparation and delivery and ensuring all required presentation materials are requested.  

The Skills You Bring

  • Superb interpersonal and customer interaction skills
  • Excellent organization and time management abilities
  • Strong project management and problem resolution skills, with ability to execute and implement projects to completion
  • Ability to work in a fast-paced, deadline-driven, dynamic team based environment

The Value You Deliver

In today's environment, plan sponsors have a greater responsibility to help provide investment education across their full participant base.  For plan participants, the need for investment education is more critical to managing multiple financial goals and to prepare for retirement.  The role of the Workshop Manager centers around the partnership with internal Fidelity relationship management teams, our plan sponsors, and our investment education presenters to ensure that we optimize the allocation of education days that a plan sponsor receives.  The Workshop Manager takes a consultative approach to better understand the goals and objectives a plan sponsor has and seeks to understand the employee demographics along with the workforce operational considerations, to determine the best execution plan to maximize the impact Fidelity can make.

How Your Work Impacts the Organization

Through the efforts of the Workshop Manager, Fidelity helps to deepen client relationships, drive further positive participant outcomes such as taking action in their workplace savings plan, and helps to create opportunities for Fidelity education presenters to drive positive business results.

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