National Education Specialist

5 days ago

Waterloo, Canada Manulife Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

The opportunity

As part of Canada Retirement, the mandate of the National Education Team is to engage plan members in participating in their group retirement programs by partnering with plan sponsors and creating a variety of education and communication materials to prompt members to take action and make decisions.

Reporting to the Manager, Member Education, the role supports the development and delivery of effective member education programs to engage plan members and grow plan members’ assets in their group retirement plans.

The role supports Canada Retirement clients that have retirement savings of $10 to $40 million in assets.

**Responsibilities**:
**Relationship management**:

- Key contact for the field (Account Management and Education Teams), clients and market sources in providing education assessment tools, and education strategies.
- Provide regular communications and support to the field about education ideas, tools, and templates.
- Consult and collaborate with multiple internal sales, account management, design and communication resources to create high impact educational offerings for plan members.
- Support the National Education Consultants on large implementations and initiatives supporting the development and execution of the strategy deliverables.

**Consulting**:

- Support, participate and provide input into the presale process and assessing the right education solution for clients
- Support the field in determining which templates and tools will meet the client’s needs, promote the plan’s growth and motivate plan members to actively manage their accounts.
- Provide recommendations on ways to improve our education strategy based on effectiveness of different strategies and materials.

**Project Management**:

- Negotiate and influence timelines and manage significant number of member education and communication tasks to meets the client's expectations on scope, time and quality.
- Develop and maintain well written, clear and accurate content for plan member communication pieces, in a variety of formats, ensuring key messages are incorporated.
- Create and manage education and communication budgets for all clients in the $10 to $40 million asset range

**How will you create impact?**

In this role you will consult and collaborate with multiple internal sales, account management, design and communication resources to create high impact educational offerings for plan members. With a customer service orientation and focus on service excellence, you will support the field, other departments and clients in the presale process, implementation and in the ongoing execution of customized education materials.

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone

**What we are looking for**
- University or college education in a related field and/or 3+ years of experience in marketing, communication or the financial services/insurance industry, preferably in the group benefits and/or group retirement areas.
- Previous project management experience or business experience in pensions an asset.
- Willingness to obtain RPA designation
- Desire to learn and develop into a National Education Consultant desirable

**What can we offer you?**
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.

**Our commitment to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
We build a business that benefits all stakeh

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