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Senior Education Strategist

Senior Education Strategist

Church Pension Group Services CorporationNew York, NY, United States
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Description

Department : Engagement Strategy

Job Type : Regular Full Time

Education Level : BA / BS or combination of education and experience

Required Years Experience : 7

Church Pension Group (CPG) is a financial services organization that serves the Episcopal Church, 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 Senior Education Strategist is critical to CPG's mission of helping clients and members maximize the value of their benefits and services. This role designs and implements education strategies that empower B2C audiences (clergy, lay employees, beneficiaries) to take action in their best interest, and equips B2B audiences (administrators and vestry members) with the knowledge to administer CPG's benefits and programs effectively.

As the Sr. Education Strategist , you will shape the vision and strategy for external learning initiatives that drive action, impact, and engagement. You will translate organizational goals into clear learning objectives, design curricula that support behavior change, and set the roadmap for delivery across formats, including in-person events, webinars, eLearning, and podcasts. You will bring expertise in adult learning while leveraging emerging AI capabilities to accelerate program design and personalization. In this role, you will collaborate closely with content developers, client outreach partners, business and relationship teams, and the Education Experience & Delivery team to ensure every learning experience is purposeful, actionable, and measurable.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Define the learning strategy for external audiences, aligning with business goals, measurable outcomes, and relationship-building opportunities
  • Lead and conduct needs analysis with stakeholders; segment audiences to identify gaps and design experiences that drive action (e.g., using benefits, preventive care, financial wellness)
  • Translate objectives into structured curricula, storyboards, and high-level outlines across in-person, virtual, and digital formats
  • Incorporate external thought leadership, tools, and services (e.g., Fidelity) into the education strategy
  • Leverage AI to design curricula, assessments, and learner pathways, while collaborating with developers who use AI to build engaging deliverables (eLearning, podcasts, webinars)
  • Partner with Client Outreach to align campaigns that promote participation and sustain engagement
  • Establish instructional design standards, and partner with colleagues to ensure learning experiences are consistent, high-quality, and grounded in adult learning best practices
  • Define and implement measurement plans, analyzing feedback and data to track effectiveness, engagement, and behavior change
  • Stay current on education trends, innovations in AI, learning technology, and adult learning theory, applying best practices to continuously improve education delivery
  • 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

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.

  • Ability to align education initiatives with corporate goals and think critically about improving engagement and outcomes
  • Effective both individually and in teams, with a clear understanding of team dynamics and the ability to influence and model high-level team behavior
  • Highly organized, able to manage multiple priorities with exceptional attention to detail.
  • Strong curricula design skills, with experience tailoring materials to different audiences and creating engaging, action-oriented content
  • Knowledge of learning technologies and emerging tools (including AI) in the design and development of education programs
  • Strong relationship management and consultative abilities; experience with both B2B and B2C clients is a plus
  • Excellent communication skills-clear writing, strong presentation, confident interpersonal style that conveys competence, compassion, and energy
  • Awareness of current education trends, best practices, and adult learning theories.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
  • EDUCATION and / or EXPERIENCE

  • 7+ years of relevant experience in education strategy, benefits education, or a related field
  • Bachelor's degree preferred, ideally in education, business, communications, or a related field. Combination of work experience and education will be considered
  • Proven experience using data to analyze client journeys and evaluate the effectiveness of education events in driving actions
  • PHYSICAL DEMANDS

    Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully.

    Limited Travel could be required. Travel conditions may vary.

    WORK ENVIRONMENT

    Currently, hybrid work environment, which requires working in CPG's office Tuesdays through Thursdays and flexibility to work remotely on Mondays and Fridays. 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 : $85,000 - $110,000

    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's 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's 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

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    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.

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    Senior Strategist • New York, NY, United States

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