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Wellness Consultant

3 weeks ago

Makati City, National Capital Region, Philippines Intellect Full time

Position Description

We are looking for a seasoned Financial Coach to lead and deliver high-quality financial coaching services at Intellect. In this role, you will be responsible for owning the Financial Coaching Pillar, developing SOPs, and collaborating with internal and external stakeholders to shape the financial experiences of our clients.

Key Accountabilities
  • Owning the Financial Coaching Pillar and overseeing its quality and continuous improvement.
  • Developing SOPs and governance frameworks to ensure high-quality coaching services.
  • Working closely with Operations, Product, and other teams to refine and elevate our users' financial journeys.
  • Delivering impactful, one-on-one coaching sessions through video, messaging, and interactive workshops.
  • Collaborating with cross-functional teams to advance user journey improvements and enhance the quality of financial coaching services.