Top 5 Education coordinator Jobs in Waunakee Wi

Financial Education Coordinator
NFP Corp —Madison, WI
- $59,000 - $65,000 a year
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Paid holidays
- Paid time off
6d
Program Coordinator for Belonging Programs
University of Wisconsin–Madison —Madison, WI
- $50,000 - $55,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Master's degree
- Dental insurance
- Paid time off
2d
English Teacher (0.8)/ACP Coordinator (0.2) - Capital High - 1.0 FTE - 26-27 SY
Madison Metropolitan School District —Madison, WI
- $25 - $26 an hour
- Weekends as needed
- High school
- Teaching Certification
- English
Financial Aid Coordinator (LTE)
Madison Area Technical College —Madison, WI
- $25.21 - $31.51 an hour
- Full-time
- Remote
- Mid-level
- Analysis skills
- Continuous improvement
- Health insurance
- Dental insurance
Quick Apply

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Financial Education Coordinator

NFP Corp -
Madison, WI

Apply Now

Job Details

Full-time
$59,000 - $65,000 a year
6 days ago

Benefits

Paid holidays
Paid time off
401(k) matching
Employee discount

Qualifications

Customer communication
Program design
Program management
Customer relationship building
Educational events
Mid-level
Meeting scheduling
Managing clients in a finance role
Data management
Technology management
Client retention
Decision making
Customer engagement
Educational program scheduling
Organizational skills
Presentation preparation
HubSpot
Data-driven decision making
Communication skills
Project stakeholder communication
Specialization in financial literacy instruction
Marketing collateral creation

Full Job Description

Posting Description:

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

***This role has the potential to work anywhere in the U.S.***

Summary: The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ensures operational excellence through effective communications, data management, client engagement and ongoing program development.

Key Responsibilities:

Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions.
Develop promotional materials aligned with client needs and organizational objectives.
Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication.
Maintain positive client relationships by ensuring clear, consistent and timely communication.
Monitor program effectiveness and recommend improvements based on feedback and data.

Client Relationship Management:

Build and maintain strong relationships with new and existing clients.
Coordinate and lead implementation calls and conduct regular client check-ins.
Provide timely updates on program engagement and outcomes.

Technology Management:

Maintain financial education client and program data within the HubSpot platform.
Create and manage HubSpot landing page for each client.
Create and manage Microsoft Bookings page for each, including customizations for dates of education.
Leverage all technology and tools to streamline processes and improve efficiency for wellness initiatives.

Additional Duties:

Support team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments.
Perform other program-related tasks as assigned to support the success of client wellness and education initiatives.

Competencies:

Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions.
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues.

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. We are seeking a professionally minded individual with the desire to have fun and grow personally and professionally in a fast paced financial services business. The base salary range for this position is $59,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better. Together.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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Apply Now

Refine Your Search

education coordinator jobs in waunakee wi

Financial Education Coordinator

Program Coordinator for Belonging Programs

English Teacher (0.8)/ACP Coordinator (0.2) - Capital High - 1.0 FTE - 26-27 SY

Financial Aid Coordinator (LTE)