Financial Wellness Consultant

Vista previa de la oferta

Financial Wellness Consultant

mid · Consulting

Company:

Description:

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

BRIEF DESCRIPTION

The Financial Wellness Consultant, Prosper Wise is responsible for cultivating and managing executive-level relationships with employer clients and key stakeholders, serving as the primary point of contact for Prosper Wise financial wellness services. This role provides consultative guidance, leads ongoing client governance, and drives successful program execution, engagement, and outcomes through coordinated delivery with internal partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

Client Relationship Management

• Develop and maintain strong relationships with client stakeholders (HR, Total Rewards/Benefits, Finance, and senior leaders as applicable).
• Serve as the primary point of contact for Prosper Wise, ensuring a high-quality, consistent client experience.
• Understand clients’ business objectives and workforce needs to align Prosper Wise solutions to client goals.

Consultative Services / Financial Wellness Strategy

• Conduct discovery and ongoing needs assessments to recommend tailored financial wellness strategies and annual roadmaps.
• Advise clients on program components such as financial education, coaching promotion, communication campaigns, and engagement initiatives.
• Provide strategic recommendations to improve employee participation, experience, and measurable outcomes.

Program Management & Service Delivery Oversight

• Lead client governance (status meetings, quarterly business reviews, annual planning) and document decisions, action items, and timelines.
• Coordinate with internal teams (delivery, communications, operations, product/technology, and sales as appropriate) to ensure seamless execution.
• Proactively identify risks and resolve issues to maintain program momentum and client satisfaction.

 
Insights, Reporting, and Continuous Improvement

• Monitor engagement and utilization trends; translate reporting into clear insights and action plans.
• Prepare and present executive-ready summaries and recommendations.
• Capture client feedback and partner internally to continuously enhance the Prosper Wise experience.

Collaboration and Thought Leadership

• Partner cross-functionally to support retention, expansion, and long-term client success.
• Stay current on financial wellness trends, participant engagement best practices, and relevant regulatory considerations impacting employer programs.

REQUIRED EDUCATION AND EXPERIENCE:

• Bachelor’s degree preferred (or equivalent relevant experience).
• Requires four years of experience in relationship management and/or consulting capacity (financial wellness, retirement/benefits, financial services, or closely related field preferred).
• Demonstrated experience managing complex clients and engaging senior/executive stakeholders.
• Appropriate securities licenses required: FINRA Series 65/66.

KNOWLEDGE, SKILLS AND ABILITIES

• Strong organizational, account planning, and client management skills with high attention to detail.
• Consultative mindset with the ability to translate “big picture” goals into executable plans and priorities.
• Strong analytical, problem-solving, and decision-making skills; sound judgment and comfort making difficult decisions.
• Excellent interpersonal, verbal, and written communication skills; confident presenting to senior audiences.
• Ability to work independently and collaboratively in a fast-paced environment; prioritize effectively and meet deadlines.
• Ability to handle sensitive and confidential information with discretion.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); comfort learning internal systems and workflows. Salesforce knowledge preferred.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
  • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
  • Occasionally required to stand and walk;
  • Extensive use of computer and keyboard and viewing of computer screen is required;
  • Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.

WORK LOCATION

• Work is typically performed either remotely or in a hybrid manner at Marsh McLennan Agency’s Conshohocken office or at various customer/MMA locations as required.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.  If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com

Marsh McLennan and it affiliates are

EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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