Financial Wellbeing Program Manager jobs in United States
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BNY · 8 hours ago

Financial Wellbeing Program Manager

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Financial Wellbeing Program Manager to design and deliver financial education initiatives that empower employees to make confident financial decisions and improve their overall wellbeing.

Financial Services

Responsibilities

Develop, launch, and manage scalable financial education programs and experiences that align with business goals and employee needs
Demonstrate a product-oriented mindset aligned with organizational priorities
Oversee vendor selection, contract management, and collaboration with financial education providers/ consultants
Serve as a subject matter expert and champion for financial education and wellbeing across the organization
Create communications and resources that make complex financial concepts simple and actionable
Tailor communication and programming to meet the needs of employees at different career stages and financial situations
Establish KPIs and track program outcomes to assess impact on employee engagement and productivity
Continuously evolve programs by leveraging industry research, benchmarking, and best practices
Provide insights and recommendations to applicable stakeholders based on data and employee feedback
Collaborate with People, Benefits, Learning & Development, Philanthropy, and business teams to integrate financial wellbeing into the broader enterprise employee experience strategy
Stay current on industry trends, emerging tools, and best practices in employee financial education and advocate for financial wellbeing as a driver of productivity, engagement, and retention
Chair periodic meetings to present outcomes, gather feedback, and with relevant stakeholders prioritize next-gen offerings

Qualification

Financial education programsProgram managementStakeholder managementPersonal finance knowledgeData-driven decision-makingEmployee engagementVendor managementCommunicationFacilitation skills

Required

Bachelor's degree in Business, Finance, HR, Education, or related field
5–8+ years of experience in financial education, learning & development, HR benefits, or financial wellbeing programs
Strong understanding of personal finance topics and the ability to translate them into relatable, employee-friendly content
Demonstrated success managing large/complex initiatives and external vendor partnerships
Experience with global or multi-location program implementation
Excellent communication, facilitation, and stakeholder management skills
Data-driven mindset with the ability to measure and communicate program effectiveness
Ability to engage employee populations across geographies and demographics

Benefits

Flexible global resources and tools for your life’s journey
Focus on your health, foster your personal resilience, and reach your financial goals
Generous paid leaves, including paid volunteer time

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase