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Financial Coach - Remote

Posted 1 week ago

Overview

Join Intellect’s team as a Financial Coach, where you’ll lead and deliver personalized financial coaching to clients, helping them achieve their financial goals through engaging, impactful sessions.

In Short

  • Own the Financial Coaching Pillar within Intellect.
  • Deliver personalized financial coaching sessions.
  • Oversee quality standards and improvements for coaching services.
  • Develop and conduct workshops and seminars.
  • Create and manage standard operating procedures (SOPs).
  • Serve as the primary contact for internal and external stakeholders.
  • Collaborate with cross-functional teams to enhance user experiences.
  • Engage with network providers to share best practices.
  • Ensure compliance and governance in coaching services.
  • Focus on sustainable financial well-being for clients.

Requirements

  • Experience in financial coaching or related fields.
  • Strong leadership and communication skills.
  • Ability to design educational content.
  • Proficiency in creating and implementing SOPs.
  • Experience with stakeholder management.
  • Knowledge of financial literacy principles.
  • Ability to conduct engaging workshops and seminars.
  • Strong analytical and problem-solving skills.
  • Experience in quality assurance processes.
  • Collaborative mindset for cross-functional teamwork.

Benefits

  • Opportunity to lead a key area within the company.
  • Impactful role in improving clients' financial well-being.
  • Collaboration with diverse teams and stakeholders.
  • Professional development opportunities.
  • Flexible working arrangements.
  • Access to resources for continuous learning.
  • Supportive company culture focused on growth.
  • Engagement with a network of financial professionals.
  • Competitive compensation package.
  • Work from anywhere with a remote setup.

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