Wealth and Financial Education Coordinator

Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.

 

Summary: 

The Wellness and Financial Education Program Coordinator plays a key role in supporting the development and execution of client wellness initiatives. This position ensures operational excellence through effective communications, data management, client engagement and ongoing program development.

 

Key Responsibilities:

Wellness Program Oversight:

• Support the design and implementation of a multi-pillar client wellness program.
• Provide ongoing oversight and coordination of wellness initiatives.
• Define program goals, establish metrics, and prepare reports to measure success and engagement.
• Collaborate with internal teams and external vendors to deliver high-quality wellness resources and events.
• Ensure adherence to organizational policies and industry best practices.

 

Financial Education Program Coordination:

• Execute and manage client financial education program, including workshops, webinars, and personalized sessions.
• Develop promotional materials aligned with client needs and organizational objectives.
• Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication.
• Monitor program effectiveness and recommend improvements based on feedback and data.

 

Client Relationship Management:

• Build and maintain strong relationships with new and existing clients.
• Coordinate and lead implementation calls and conduct regular client check-ins.
• Provide timely updates on program engagement and outcomes.

 

HubSpot Management

• Maintain financial education client and program data within the HubSpot platform.
• Leverage HubSpot tools to streamline processes and improve efficiency for wellness initiatives.

 

Additional Duties

• Perform other program-related tasks as assigned to support the success of client wellness and education initiatives.

 

Competencies:

• Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
• Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
• Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
• Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions.
• Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues.

 

Education and/or Experience: 

• Bachelors Preferred
• Experience in a client relationship management or coordinator role in lieu of degree will be considered

 

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this posi