FBC Relationship & Program Manager

The FBC Relationship & Program Manager plays a crucial role in fostering and maintaining positive relationships between the organization and its program stakeholders, including clients, partners, and internal teams. This position requires a strategic mindset, exceptional communication skills, and a commitment to ensuring client satisfaction and program success. The Program Manager is responsible for managing and enhancing the overall program experience for stakeholders and clients.

Sales Interaction will be primarily with key plan stakeholders and leaders, FBC Advisors, and Plan Member Employee’s not individual Clients.

Location Information: On-Site in a TBD San Diego Plan Member FBC office

Salary Range: The starting salary for this position is typically between $85,000 and $120,000 annually and includes a material Incentive Compensation Program. Actual compensation will be determined based on the candidate’s relevant experience, qualifications, credentials/certifications, and internal equity considerations. In addition to competitive compensation, we offer a comprehensive benefits package that includes paid time off (PTO), medical, dental, vision, disability, and life insurance coverage, as well as a 401(k) plan, profit-sharing retirement program, and much more.

• The Program Manager shall operate the Financial Center in accordance with PLAN MEMBER’s direction, co-branding requirements, and Financial Center guidelines to serve the Fringe Benefit Consortium (FBC), Southern California school districts, nonprofit organizations, for-profit companies, and other employer groups.
• Coordinate the activities of other independent Financial Centers as they relate to the FBC relationship.
• Manage the solicitation and enrollment of FBC school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets) to participate in the Plan Member Program and other Plan Member product offerings.
• Recruit qualified FBC Advisors to join Plan Member for the purpose of promoting the Plan Member Program and other Plan Member platform offerings, and to serve FBC-affiliated school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets).
• Be responsible for the supervision and servicing of recruited Advisors, including, if deemed appropriate by PLAN MEMBER, acting as the Office of Supervisory Jurisdiction (OSJ) for such Advisors.
• Coordinate ongoing sales, marketing, and business development activities on behalf of Plan Member.

1. Stakeholder Relationship Management:

a. Cultivate and maintain strong relationships with program stakeholders, including clients, partners, and internal teams.

b. Serve as the primary point of contact for stakeholders, addressing their inquiries, concerns, and needs promptly and professionally.

c. Regularly assess stakeholder satisfaction and feedback to identify areas for improvement.

2. Program Coordination and Support:

a. Collaborate with cross-functional teams to ensure seamless program delivery and execution.

b. Monitor program progress and proactively address issues or obstacles that may impact stakeholder satisfaction or program outcomes.

c. Provide support to program managers and teams as needed to ensure program success.

3. Communication and Reporting:

a. Prepare and deliver regular program updates and reports to stakeholders, summarizing progress, key metrics, and achievement – accumulating data for sales reporting.

b. Develop and maintain communication plans to keep stakeholders informed and engaged throughout the program lifecycle.

c. Communicate effectively with stakeholders through various channels, including meetings, emails, and presentations.

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