Associate Director, Financial Wellness

Compass Financial Partners, A Marsh & McLennan Agency LLC Company

Associate Director, Financial Wellness

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Associate Director at Compass Financial Partners, A Marsh & McLennan Agency LLC Company

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:

• Three (3) to Five (5) years of industry experience
• Series 65 registration or willingness to successfully complete within 60 days
• A student of the industry with demonstrated confidence of topical knowledge
• Willingness and capability to travel on a regular basis; work outside the scope of normal business hours as needed for client engagements
• Experience successfully managing and cultivating business relationships with clients, plan participants
• Enjoys self-motivating each day, organizing and prioritizing tasks and deliverables with minimal supervision and works well under tight deadlines
• Possesses a drive for results through accountability and execution
• Excellent written and oral communication skills – enjoys delivering lively, entertaining employee education meetings that are interesting, relevant, accurate and concise
• Motivated self-starter and innovator, must enjoy working independently in a team environment
• Fluent in Spanish
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

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

• Bachelor's degree in a related field is preferred.
• Certified Financial Planner (CFP) designation preferred
• Other industry designation(s) (CRPC, RIPC, AIF, CRPS, QPFC) preferred
• Equivalent professional experience will also be considered.
• Candidates with a strong track record of relevant skills and accomplishments are encouraged to apply, even if they do not hold a formal degree.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

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:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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