Financial Wellbeing Program Manager

Financial Wellbeing Program Manager - The BNY Hamilton Institute

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

We're seeking a future team member for the role of Financial Wellbeing Program Manager to join the BNY Hamilton Institute, part of our Enablement and Global Affairs organization. This role can be located in New York, NY, Pittsburgh, PA or Lake Mary, FL.

The Institute focuses on driving very tailored development for the company's senior leaders, in the context of BNY's culture, strategic pillars and principles. In addition, it guides BNY's approach towards building financial knowledge through structured programs for both our employees in support financial decision making, and to support the financial resilience of our broader communities.

This roles plays a critical role in the design and delivery of financial education initiatives that empower employees to make confident financial decisions and improve their overall wellbeing. This role combines strategic program management with a focus on operational excellence to support employees through every stage of their financial journey. This role will work across internal stakeholders, external vendors and subject matter experts, with a particularly close partnership and collaboration with the People Total Rewards Team to ensure we lead with an "employee-first" approach.

Key Responsibilities

• Program Development & Implementation
  
  
  
  • Develop, launch, and manage scalable financial education programs and experiences that align with business goals and employee needs.
  • Demonstrate a product-oriented mindset aligned with organizational priorities.
  • Oversee vendor selection, contract management, and collaboration with financial education providers/ consultants.
    
  
  
• Employee Engagement & Education
  
  
  
  • Serve as a subject matter expert and champion for financial education and wellbeing across the organization.
  • Create communications and resources that make complex financial concepts simple and actionable.
  • Tailor communication and programming to meet the needs of employees at different career stages and financial situations.
    
  
  
• Data, Measurement & Reporting
  
  
  
  • Establish KPIs and track program outcomes to assess impact on employee engagement and productivity.
  • Continuously evolve programs by leveraging industry research, benchmarking, and best practices.
  • Provide insights and recommendations to applicable stakeholders based on data and employee feedback.
    
  
  
• Partnership & Advocacy
  
  
  
  • Collaborate with People, Benefits, Learning & Development, Philanthropy, and business teams to integrate financial wellbeing into the broader enterprise employee experience strategy.
  • Stay current on industry trends, emerging tools, and best practices in employee financial education and advocate for financial wellbeing as a driver of productivity, engagement, and retention.
  • Chair periodic meetings to present outcomes, gather feedback, and with relevant stakeholders prioritize next-gen offerings.
  
  

Qualifications

• Bachelor's degree in Business, Finance, HR, Education, or related field.
• 5-8+ years of experience in financial education, learning & development, HR benefits, or financial wellbeing programs.
• Strong understanding of personal finance topics and the ability to translate them into relatable, employee-friendly content.
• Demonstrated success managing large/complex initiatives and external vendor partnerships.
• Experience with global or multi-location program implementation.
• Excellent communication, facilitation, and stakeholder management skills.
• Data-driven mindset with the ability to measure and communicate program effectiveness.
• Ability to engage employee populations across geographies and demographics.

Key Competencies

• Strategic program design and execution
• Employee engagement and education
• Data-driven decision-making
• Vendor and stakeholder management
• Clear, empathetic communication
• Passion for improving financial wellbeing