Workplace Implementation Manager

Cerity Partners

. Develop, document, and continuously improve standardized processes, procedures, and playbooks for onboarding and implementing Workplace Solutions financial counseling programs .

Posted 10/13/2026full-timeUnited StatesSeniorLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and project management within the corporate benefits domain, with a strong focus on developing and implementing financial counseling programs. Proven ability to analyze data, synthesize feedback, and drive engagement strategies to enhance program effectiveness.

Highest-signal resume keywords

Relationship ManagementProject ManagementFinancial Advisory ServicesB2B Corporate BenefitsData-Driven Strategy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Onboarding ProcessesImplementation ProceduresOperational FrameworksEngagement StrategiesData Analysis

Soft Skills

Interpersonal SkillsCommunication SkillsStrategic ThinkingProcess Orientation

Industry Keywords

Corporate BenefitsFinancial Counseling ProgramsHR PartnershipAdvisor TrainingClient Meetings

About the role

Key responsibilities & impact

Develop, document, and continuously improve standardized processes, procedures, and playbooks for onboarding and implementing Workplace Solutions financial counseling programs
Lead the end-to-end onboarding and implementation process, including contracts, benefits, communications, billing, and operational processes
Coordinate with internal teams for advisor lead assignments
Design, develop, and deliver training materials and sessions for participating advisors
Maintain regular communication with advisors to gather insights, identify trends, and provide insight into additional engagement tactics
Synthesize advisor feedback into actionable recommendations for corporate partners
Develop and execute targeted engagement strategies with marketing to drive awareness and utilization among eligible populations
Analyze engagement data and refine strategies to improve program reach
Identify expansion opportunities among corporate partners
Serve as a point of contact for B2B corporate relationships and lead corporate client meetings

Requirements

What you’ll need

Proven (10+ years) experience in relationship management, project management, or financial advisory services
Ability to manage multiple priorities and work cross-functionally in a fast-paced environment
Strong background in partnering with HR and corporate stakeholders on benefits and compensation planning
Experience working in a B2B business, ideally within the corporate benefits domain
Ability to travel up to 20%
Strategic thinker with a data-driven approach
Strong process-orientation with experience building and scaling operational frameworks
Excellent interpersonal and communication skills
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits