Workplace Implementation Manager
At a glance
Manager-level Solutions & Sales Engineering role at Ceritypartners. Chicago · full-time · $150,000–$200,000 base.
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What you'll do
- Build and refine repeatable onboarding playbooks for workplace financial counseling programs
- Run client launches from contracts and benefit setup through communications, billing, and operational handoffs
- Prepare advisor training, assign leads with internal teams, and use advisor feedback to shape partner recommendations
- Work with marketing on engagement plans, then review participation data and adjust tactics to improve reach
- Lead corporate client meetings, maintain partner relationships, and surface opportunities to expand programs
What you bring
- At least ten years in relationship management, project management, or financial advisory work
- You have worked with HR and corporate stakeholders on employee benefits and compensation planning
- Experience in a B2B setting, preferably tied to corporate benefits
- You can balance competing priorities while coordinating across teams
Who this fits
This manager role suits someone focused mainly on building consistent implementation processes, while also handling selected corporate relationships and client meetings. You’ll travel up to twenty percent and must be authorized to work for any U.S. employer. The role is based in Chicago and is hybrid.
From the employer
Position Summary:
The Workplace Implementation Manager leads the design, standardization, and continuous improvement of the processes and procedures that support onboarding and ongoing delivery of our Workplace Solutions financial counseling programs. This role also serves as a point of contact for our B2B corporate relationships, partnering with corporate stakeholders and internal advisor teams to drive utilization of the financial planning benefit. While the Implementation Manager retains select relationship management responsibilities — including leading corporate client meetings and coordinating across internal teams — their primary focus is building and institutionalizing repeatable implementation frameworks that improve consistency, efficiency, and quality across the program lifecycle.
Primary Responsibilities
- Develop, document, and continuously improve standardized processes, procedures, and playbooks for onboarding and implementing Workplace Solutions financial counseling programs
- Lead the end-to-end onboarding and implementation process for Workplace Solutions financial counseling programs – i.e., contracts, benefits, communications, billing/operational processes etc.
- Coordinate with internal teams for advisor lead assignments
- Design, develop, and deliver training materials and sessions for participating advisors
- Maintain regular communication with advisors to gather insights, identify trends and provide insight into additional engagement tactics
- Synthesize advisor feedback into actionable recommendations for corporate partners
- Develop and execute, in collaboration with marketing, targeted engagement strategies to drive awareness and utilization among eligible populations
- Analyze engagement data and continue to refine strategies to improve program reach
- Identify expansion opportunities amongst corporate partners
Required Qualifications:
- Proven (10+ years) experience in relationship management, project management, or financial advisory services
- Ability to manage multiple priorities and work cross-functionally in a fast-paced environment
- Strong background in partnering with HR and corporate stakeholders on benefits and compensation planning
- Experience working in a B2B business, ideally within the corporate benefits domain
- Ability to travel up to 20%
Preferred Qualifications:
- Master’s degree
Skills and Competencies:
- Strategic thinker with a data-driven approach
- Strong process-orientation with experience building and scaling operational frameworks
- Excellent interpersonal and communication skills
Compensation Range:
$150,000 - $200,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
· Health, dental, and vision insurance – day 1!
· 401(k) savings and investment plan options with 4% match
· Flexible PTO policy
· Parental Leave
· Financial assistance for advanced education and professional designations
· Opportunity to give back time to local communities
· Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
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