National Education Consultant

7 months 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**

In this role you will be part of the Client Relations team in Canada Retirement and the primary contact for our large / jumbo clients when it comes to member education and engagement in their retirement program.

As a National Education Consultant, you will be assigned to large / jumbo clients and will be responsible for managing the sponsor relationship, developing the strategy around member education, and planning and executing on communication initiatives. This includes but is not limited to managing communications at transition and sponsor onboarding, new hire enrolment material and education, plan and fund changes, and custom communications to increase plan participation and engagement.

**Responsibilities**

Relationship management
- Primary contact for the client when it when it comes to the member experience, from onboarding and enrolment to plan participation and engagement.
- Part of ongoing service team that meets regularly with the client to review member behavior and make recommendations around communications and education.
- Support client projects and assist in change management and in resolving any issues.
- If required, this role will participate in large case request for proposals and short-list presentations to support sales and retain existing business.

Education consulting and communications development
- Develop an education strategy and calendar based on member behavior.
- Analyze the member behavior vs benchmark and recommend education initiatives and custom communications to support the client’s objectives and target outcomes.
- Develop custom communications to support education strategy and client projects.

Project management and reporting
- Work with client and project team to develop detailed action plan and work-back schedule for communication tasks. Ensure tasks are completed, timelines met, resources are available, and assist with eliminating any roadblocks.
- Provide regular project updates on progress and timeline, critical tasks and any outstanding issues and their status.
- Track and report success of the communication and education initiatives and adjust strategy, as needed.

**How will you create impact?**

Reporting to the Director, Financial Education in Canada Retirement, you are the expert on the member experience and support sales and retention by presenting at shortlists and client meetings. You know your clients and recommend an education strategy based on data and analysis of the member behavior. You plan and execute on the communication calendar and deploy multichannel communications to increase plan participation. You measure the success of the various initiatives, adjust and pivot as needed, and continue to focus on building member engagement.

**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**
- Excellent relationship management skills. A motivated and enthusiastic individual with a focus on service excellence.
- Outstanding verbal and written communication skills. Attention to detail and the ability to translate product information into simple messages with clear call-to-action.
- Proven ability to present high impact presentations in formal settings (shortlist presentation, pension committee meetings for large clients / consulting community).
- Superior planning and project management skills with a proven ability to execute large/complex projects with tight timeframes.
- Active listening and ability to be flexible, think on your feet and problem-solve.
- Good knowledge and understanding of the group retirement products and member retirement savings / investment tools, pension industry in Canada. RPA designation and/or willingness to obtain these designations.

**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.
- Profes

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