Fringe Benefits Program Manager

About the role

The Program Manager 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.

Sales interaction will be primarily with key plan stakeholders and leaders, FBC Advisors, and PlanMember employers—not individual clients.

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.
• Coordinate 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).
• Supervise and service recruited Advisors, including, if deemed appropriate by PlanMember, acting as the Office of Supervisory Jurisdiction (OSJ) for such Advisors.
• Coordinate ongoing sales, marketing, and business development activities on behalf of PlanMember.

Stakeholder Relationship Management

• Cultivate and maintain strong relationships with program stakeholders, including clients, partners, and internal teams.
• Serve as the primary point of contact for stakeholders, addressing their inquiries, concerns, and needs promptly and professionally.
• Regularly assess stakeholder satisfaction and feedback to identify areas for improvement.

Program Coordination and Support

• Collaborate with cross-functional teams to ensure seamless program delivery and execution.
• Monitor program progress and proactively address issues or obstacles that may impact stakeholder satisfaction or program outcomes.
• Provide support to program managers and teams as needed to ensure program success.

Communication and Reporting

• Prepare and deliver regular program updates and reports to stakeholders, summarizing progress, key metrics, and achievements—accumulating data for sales reporting.
• Develop and maintain communication plans to keep stakeholders informed and engaged throughout the program lifecycle.
• Communicate effectively with stakeholders through various channels, including meetings, emails, and presentations.

Issue Resolution and Conflict Management

• Identify and address conflicts or challenges within the program promptly and diplomatically.
• Work collaboratively to find resolutions that align with the interests of all stakeholders involved.

Client Retention and Growth

• Identify opportunities for upselling or cross-selling additional services or products to existing clients.
• Develop and implement strategies to enhance client retention and loyalty.

Program Evaluation and Improvement

• Collect and analyze feedback and data to continuously evaluate program effectiveness.
• Propose and implement improvements based on stakeholder input and industry best practices.

Budget Management

• Assist in the management of program budgets, ensuring that resources are allocated effectively to meet program objectives.

Requirements

• Bachelor's degree in a relevant field (business, marketing, communications, etc.) and/or experience in program management or a related role, with a focus on stakeholder engagement and relationship management.
• 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.

Qualifications

• FINRA License - SIE
• FINRA License - Series 7
• FINRA License - Series 65
• FINRA License - Series 24

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.

Benefits

• Comprehensive benefits package including paid time off (PTO).
• Medical, dental, vision, disability, and life insurance coverage.
• 401(k) plan.
• Profit-sharing retirement program.

Schedule

On-site in a San Diego PlanMember FBC office (location to be determined).