Financial Education Coordinator

Aon
Madison
Workplace: RemoteFull timeUSD 59,000 - 65,000 annuallyFunction: Executive & General ManagementSkills: ["Effective communication","Client relationship management","Decision-making","Critical thinking","Customer experience management"]

Support the development and execution of client financial education initiatives through the Wealthspire at Work program. You’ll coordinate workshops, webinars, and personalized sessions, build client relationships, and ensure clear, consistent communication. Maintain program data in HubSpot, create landing pages and Microsoft Bookings schedules, and monitor program effectiveness to recommend improvements based on feedback and engagement outcomes.

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FursaFursa
Aon
Aon
1 month ago

Financial Education Coordinator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Support the development and execution of client financial education initiatives through the Wealthspire at Work program. You’ll coordinate workshops, webinars, and personalized sessions, build client relationships, and ensure clear, consistent communication. Maintain program data in HubSpot, create landing pages and Microsoft Bookings schedules, and monitor program effectiveness to recommend improvements based on feedback and engagement outcomes.
Location: Madison
Workplace: Remote
Employment Type: Full time
Job Function: Executive & General Management

Key Responsibilities

  • •Execute and support client financial education programs, including workshops, webinars, and personalized sessions.
  • •Develop promotional materials aligned with client needs and organizational objectives.
  • •Coordinate logistics for education days, including scheduling, presentation decks, and participant communication.
  • •Maintain client relationships through implementation calls, regular check-ins, and timely updates on engagement and outcomes.
  • •Manage technology for education programs by maintaining data in HubSpot, creating HubSpot landing pages, and customizing Microsoft Bookings pages for session dates.

Pay and Benefits

Salary: USD 59,000 - 65,000 annually
Perks:Paid Leave401kWellness Stipend

Key Requirements

  • •Experience supporting client-facing programs with strong communication skills.
  • •Ability to manage client relationships through clear, timely, and consistent engagement.
  • •Strong organizational skills to coordinate schedules, logistics, and participant communications for education events.
  • •Proficiency maintaining and using client/program data in a CRM (HubSpot mentioned).
  • •Ability to monitor program effectiveness and recommend improvements based on feedback and data.
Experience:Financial services
Skills:Effective communicationClient relationship managementDecision-makingCritical thinkingCustomer experience management
Tech Stack:HubSpotMicrosoft Bookings

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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