LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events.

LearnLux Financial Wellbeing

Financial Planning and Analysis

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Canada
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
• Work with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

Certified Financial Planner

Customer Success Manager

• Customer Success Managers help clients adopt the LearnLux program and drive engagement
• Collaborate with leading employers and internal teams throughout the onboarding process
• Partner with clients as trusted advisors
• Manage implementation process and track progress
• Design and execute communication and engagement programs
• Develop and facilitate educational webinars on financial topics
• Provide support to members
• Craft emails to drive adoption
• Identify and close upsell opportunities
• Ensure renewals

Enterprise Customer Success Manager

Account Manager

• Identify and qualify new business opportunities for the team
• Maintain a highly organized sales pipeline
• Source new leads and manage data inputs via Salesforce
• Optimize company BD and sales processes
• Contribute to strategic and operational decision-making
• Present important insights to drive a continual feedback loop
• Make learning, iteration, and optimization a priority in everyday work
• Develop & nurture prospect pipeline utilizing a high level of lead generating activities
• Utilize emails, phone calls, social media, and other creative solutions to identify leads
• Represent the LearnLux brand at conferences and industry events
• Manage and maintain accurate prospect and customer account activity and information in CRM system
• Work collaboratively with the enterprise sales team and all internal operations to support the sales team goals
• Collaborate with the sales and marketing teams on RFPs
• Attend industry events and/or sales presentations
• Partner with the marketing team to drive lead generation activities
• Perform additional duties as requested

Strategic Partnerships

Marketing

• Support our growth by working collaboratively with our customers and customer success team to create and execute strategies that drive member enrollment and engagement within each customer account.
• Effectively raise member awareness and engagement by creating exceptional member marketing materials such as emails, paid media ads, landing pages, flyers, and testimonials.
• Lead conversations with our customers to develop targeted marketing strategies that are based on learnings and data from specific member demographics.
• Regularly assess and communicate the impact of marketing initiatives to key customers.
• Expand the use of effective strategies across additional, relevant customers.
• Build processes that will effectively scale as the team and business grow.

Member Marketing Manager

• Meet and engage with clients remotely on financial topics
• Adapt LearnLux methodology to Canadian financial planning topics
• Become an expert on client benefit plans
• Work with content team to create and review platform content
• Participate in team meetings to improve digital experience
• Lead employer engagement campaigns
• Act as extension of client team during open enrollment

Business Operations & Strategy

• Implementing and monitoring KPIs that align to current business goals
• Building efficient processes across the company based on business goals and needs
• Create and maintain documentation to optimize async communications and growth
• Ensure all systems operate smoothly and align with our quality standards
• Drive cross-functional projects and alignment with stakeholders across the organization
• Produce forecasting models in support of business plans
• Manage annual strategic planning processes as well as any iterations needed during the year.

Strategy and Business Operations Manager

About the Role LearnLux is looking for a Certified Financial Planner™ located in Canada to join our team on a contractor basis (5-20 hours per week). You will work directly with employees based in Canada to provide unbiased financial guidance, including topics like budgeting, retirement readiness, equity compensation, and more. The role is 100% remote within Canada and reports to the Director of Financial Planning at LearnLux.

Sales Development Rep

• Sales Development Representative role at LearnLux focusing on reducing financial stress in the workplace through customized financial wellness platforms
• Responsibilities include building lists, qualifying sales opportunities, handling inbound sales pipeline, managing an organized pipeline, and collaborating with Marketing and Product teams
• Seek and analyze prospect information online to leverage in sales efforts
• Remote-first job with a focus on reducing financial stress at work and empowering individuals to access financial guidance on demand

Sales Development Representative

Accountant

• Meet and engage with clients remotely over video, phone, chat, and email to provide guidance on various financial topics • Document and record client notes in a concise format • Send follow-up emails to ensure client understanding • Become an expert on client benefits plans to support during open enrollment

Remote Jobs at LearnLux Financial Wellbeing

LearnLux Financial Wellbeing

Certified Financial Planner

LearnLux Financial Wellbeing

Enterprise Customer Success Manager

LearnLux Financial Wellbeing

Strategic Partnerships

LearnLux Financial Wellbeing

Member Marketing Manager

LearnLux Financial Wellbeing

Certified Financial Planner

LearnLux Financial Wellbeing

Strategy and Business Operations Manager

LearnLux Financial Wellbeing

Certified Financial Planner

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Sales Development Representative

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Tax Advisor - Certified Public Accountant

LearnLux Financial Wellbeing

Certified Financial Planner

LearnLux Financial Wellbeing