Question
10+

Global Benefits Educators Program Manager

12/11/2025

The Program Manager will oversee the daily operations of the organization, manage a team of educators, and ensure effective communication with financial professionals. Additionally, they will develop processes to optimize resource allocation and conduct training sessions for team skill enhancement.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world. We also believe that these same people are busier than ever, and desire simplicity. Does this sound like you? If so, let us show you a better way. At Financial Integrators our approach differs from others who focus on products or only on certain aspects of your finances. Instead, we take a holistic approach by serving as the 'concierge'​ for your financial needs. Out purpose is to bring financial order to your life. Our team of financial professionals has a broad set of complementary financial skills to help you succeed. With our team on your side, your financial goals will evolve from a general strategy to a fully integrated plan of action leveraging our diverse skills in financial planning, investment management, insurance, tax and estate planning strategies. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through, Cambridge Investment Research Advisors, Inc a Registered Investment Adviser. Financial Integrators and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
About the Role

Description

Government Benefit Educators, LLC, a forward-thinking non-profit organization, is seeking an experienced Operations Manager to lead the day-to-day operations of this newly formed entity. 


This role will be focused on building relationships, providing exceptional service, and keeping operations running smoothly behind the scenes. A focus on providing educational opportunities to a wide array of participants and knowledge of the financial services industry is crucial. If you are passionate about making a real difference for clients and colleagues, we would love to hear from you!


Responsibilities:

  • Manage the day to day business functions of the organization
  • Supervise, mentor, and motivate a team of educators and workshop analysts, ensuring their productivity, efficiency, and professional growth
  • Assist with the hiring and management of company employees and contractors
  • Create and maintain relationships with HR leaders within certain government agencies
  • Be the primary person responsible for communication with the participating financial professionals
  • Develop and implement streamlined processes, while optimizing resource allocation to meet team and organizational goals
  • Manage the scheduling of workshops and coordinating workshop agreements with participating financial professionals
  • Conduct training sessions to enhance team skills and ensure proficiency as Subject Matter Expert
  • Assign tasks and responsibilities effectively, considering individual strengths, proficiency and workload balance within the team
  • Foster a collaborative environment, promoting effective communication and coordination among team members and other departments, including collaboration with financial professionals
  • Work with marketing to promote the entity’s services, including social media posts and website management
  • Conduct regular performance assessments, provide feedback, and implement strategies to improve team performance
  • Ensure adherence to company policies, procedures, and compliance standards
  • Generate reports (where necessary) on team performance, productivity, and key metrics and performance indicators for the team
  • Lead the team in developing quarterly and annual goals to supplement the firm’s V/TO and special projects, as assigned 
  • Manage the organization’s budget in alignment with non-profit standards

Requirements


  • Bachelor's or other college degree, certification - or equivalent experience
  • Leadership skills with a track record of successfully managing teams and projects.
  • Strong understanding of nonprofit guidelines and requirements
  • Experience in leading educators/trainers
  • Strong adherence to financial services industry requirements and best practices
  • Excellent communication, interpersonal, and organizational abilities
  • Excellent customer service and relationship building skills required
  • Strong problem-solving and decision-making capabilities
  • 10 years of experience in the financial services industry
Key Skills
Operations ManagementTeam LeadershipFinancial ServicesRelationship BuildingCustomer ServiceProblem SolvingCommunicationOrganizational SkillsTrainingMentoringPerformance AssessmentBudget ManagementProcess OptimizationCollaborationComplianceMarketing
Categories
Management & LeadershipFinance & AccountingEducationSocial ServicesGovernment & Public Sector
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