Job Description

Church Pension Group (CPG) is a financial firm located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing. The Engagement Strategy (ES) team supports CPG\'s business and corporate goals by deploying compelling marketing, education, and other engagement strategies that motivate our clients and empower our employees to take steps toward achieving their own goals, while deepening their affinity for CPG. The Senior Client Education Planner is responsible for related data management, resource and education design and development, and project management. The role requires collaboration with other subject matter experts and others at the strategic and tactical levels to ensure timely and accurate execution of requests. Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Act as project manager for key client meetings including CPG and external Episcopal Church conferences
• Supports the business-to-consumer (B2C) Director in the preliminary discovery phase to understand the issue and prioritize the response effort
• Works closely with Director to engage with Events and BRM teams to ensure that the client experience is optimized for learning at events, conferences, and meetings
• Analyze workflows:
  • Create, monitor, and report KPIs
  • Make recommendations for improvements
• Participate in the analysis and design of CPG processes and systems
• Foster relationships throughout CPG as well as with B2C clients
• Work with Client Education leadership to prepare and monitor annual budget
• Assists with the management of approved plans to completion
• Respond to and troubleshoot client requests, issues, and questions
• Document and map processes and procedures as required

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong analytical and problem-solving skills
• Ability to think strategically and align efforts with corporate goals
• Strong relationship and consultative skills
• Demonstrated experience influencing others without authority
• Strong project management, organization, execution skills
• Results-oriented individual focused on identifying, supporting, and managing client needs
• Ability to work well individually and in a team environment, possessing a clear understanding of work-team dynamics and modeling high level team behavior
• Highly organized, able to work on multiple priorities, exceptional attention to detail
• Awareness of current process and data analytics trends and best practices
• Strong skills in Microsoft Word, Excel, and PowerPoint
• Excellent people skills; able to speak and write clearly; requires interpersonal skills that convey competency, compassion, and energy

EDUCATION and/or EXPERIENCE

• 
  BA\\BS or combination of education and experience
• MBA/post graduate degree preferred
• 10+ years relevant work experience

PHYSICAL DEMANDS Commuting to the office, on average, three days a week. Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of this position. WORK ENVIRONMENT Hybrid (two days working from home, three days working in a standard office environment). Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.
Salary Range: $90,500 - $117,600

Join us and Create A Better Future For Yourself!
Flexible Benefits available to eligible employees:

• Medical (including Vision)
• Dental
• Supplemental Dental

Core Benefits automatically provided to eligible employees:

• Employer funded defined benefit pension plan (five year vesting)
• Employee Life Insurance
• Spouse and Dependent Life Insurance
• Accidental Death and Dismemberment (AD&D) Insurance
• Short-Term Disability (STD) coverage
• Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
• Business Travel Accident Insurance
• Worker\xe2\x80\x99s Compensation
• Employee Assistance Program
• Retiree health insurance (eligible after 10 years)
• Retiree life insurance

Elective Benefits available to eligible employees:

• 401(k) with matching contributions (immediate vesting)
• Flexible Spending Accounts (FSAs)
• Commuter Benefits
• New York\xe2\x80\x99s 529 College Savings Program (NY State residents)

Educational Assistance Program available to eligible employees Maternity/Paternity Leave available to eligible employees Time Off available to eligible employees: Vacation, Sick, Personal and Holidays In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Please understand that, as a general policy, CPG does not sponsor visas.
EOE: Minorities/Female/Disability/Vet/Sexual Orientation
If you are a CPG employee, please use your CPG email address when creating your profile to apply.