Jobs · Finance · California

FBC Program Manager

PlanMember Financial Corporation · San Diego, CA · 3 days ago
On-siteFinance$85k–$120k/yrFull-time

About the role

The FBC Program Manager (Fringe Benefit Consortium) plays a crucial role in fostering and maintaining positive relationships between the organization and its program stakeholders, including clients, partners, and internal teams. This position requires a strategic mindset, exceptional communication skills, and a commitment to ensuring client satisfaction and program success.

Responsibilities

  • Operate the Financial Center in accordance with PLANMEMBER’s direction, co-branding requirements, and Financial Center guidelines to serve the Fringe Benefit Consortium (FBC), Southern California school districts, nonprofit organizations, for-profit companies, and other employer groups.
  • Cook up the activities of other independent Financial Centers as they relate to the FBC relationship.
  • Manage the solicitation and enrollment of FBC school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets) to participate in the PlanMember Program and other PlanMember product offerings.
  • Recruit qualified FBC Advisors to join PlanMember for the purpose of promoting the PlanMember Program and other PlanMember platform offerings, and to serve FBC-affiliated school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets).
  • Be responsible for the supervision and servicing of recruited Advisors, including, if deemed appropriate by PLANMEMBER, acting as the Office of Supervisory Jurisdiction (OSJ) for such Advisors.
  • Cook up ongoing sales, marketing, and business development activities on behalf of PlanMember.

Qualifications

  • Excellent interpersonal, communication, sales, and negotiation skills.
  • Strong analytical and problem-solving abilities.
  • Proficiency in project management tools and software.
  • Ability to work collaboratively and effectively with cross-functional teams.
  • Demonstrated ability to meet deadlines and work in a fast-paced environment.

Skills

  • Excellent interpersonal, communication, sales, and negotiation skills.
  • Strong analytical and problem-solving abilities.
  • Proficiency in project management tools and software.
  • Ability to work collaboratively and effectively with cross-functional teams.
  • Demonstrated ability to meet deadlines and work in a fast-paced environment.

Benefits

  • Competitive compensation, including a material Incentive Compensation Program.
  • Comprehensive benefits package that includes paid time off (PTO), medical, dental, vision, disability, and life insurance coverage, as well as a 401(k) plan, profit-sharing retirement program, and much more.

Pay

The starting salary for this position is typically between $85,000 and $120,000 annually and includes a material Incentive Compensation Program. Actual compensation will be determined based on the candidate’s relevant experience, qualifications, credentials/certifications, and internal equity considerations.

Schedule

On-Site in a TBD San Diego PlanMember FBC office.

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