Aon

3 days ago

Financial Education Coordinator

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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