Employee Engagement Manager

Job Description: • Deliver engaging financial education to participants across multiple channels, including in-person sessions, webinars, and digital communications. • Support the implementation of workplace financial wellness initiatives in partnership with plan sponsors and HR teams. • Serve as a point of contact for participant questions and follow-up, helping connect individuals to additional guidance or advisory support as appropriate. • Identify qualified participant leads through education sessions, one-on-one conversations, and workplace engagements. • Facilitate warm handoffs to Wealth Advisors and Retirement Plan Consultants, ensuring a seamless participant experience. • Support regional alignment between Retirement and Wealth teams by coordinating segmented lead routing based on geography or office structure. • Collaborate regularly with Employee Engagement team members, Retirement Plan Consultants, and Wealth Advisors to execute on regional goals. • Contribute to national Financial Education & Guidance (FE&G) initiatives and integrate best practices into local delivery. • Maintain accurate activity tracking and documentation using CRM platforms. • Gather participant feedback and sponsor input to inform adjustments to educational content or delivery methods. • Assist with tracking engagement metrics and referral outcomes, supporting visibility to internal stakeholders and plan sponsors. • Stay current on financial education trends and tools to enhance participant engagement. Requirements: • Strong understanding of ERISA regulations and fiduciary best practices. • Excellent communication, presentation, and interpersonal skills. • Ability to work and make decisions independently. • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). • Demonstrated discipline maintaining client information in a CRM, Salesforce preferred. • Proven success with multi-tasking and managing priorities effectively. • Ability to adapt to a rapidly changing business and technology environment. • Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients. • Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. • Regular and predictable attendance is required. • Business travel up to 25%. Benefits: • Health insurance • wellbeing • retirement plans • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses • employee perks and discounts Apply Now Apply Now