Associate Director, Financial Wellness

Associate Director, Financial Wellness

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 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 the Associate 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.

Here's how we define early success for the Associate Director, Financial Wellness :

• Support Compass' Financial Wellness practice
• Meet with retirement plan participants 1 : 1 to enhance their financial wellness and security.
• Produce and facilitate group meetings for our institutional clients
• 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 :

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

Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are :