Financial Coach - Remote

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.