Employee Engagement Manager

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Provide captivating financial education to participants through various channels, including in-person sessions, webinars, and digital communications.

• Aid in the execution of workplace financial wellness initiatives in collaboration with plan sponsors and HR teams.

• Act as a point of contact for participant inquiries and follow-ups, assisting individuals in connecting with additional guidance or advisory support when necessary.

• Work closely with Employee Engagement team members, Retirement Plan Consultants, and Wealth Advisors to achieve regional objectives.

• Contribute to national Financial Education & Guidance (FE&G) initiatives and incorporate best practices into local implementation.

• Ensure accurate activity tracking and documentation using CRM platforms.

• Collect participant feedback and sponsor insights to guide modifications to educational content or delivery methods.

• Help monitor engagement metrics and referral outcomes, supporting transparency to internal stakeholders and plan sponsors.

• Keep abreast of financial education trends and tools to improve participant engagement.

⛳️ Requirements

• Strong knowledge of ERISA regulations and fiduciary best practices.

• Exceptional communication, presentation, and interpersonal skills.

• Ability to work independently and make informed decisions.

• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint).

• Demonstrated discipline in maintaining client information in a CRM, preferably Salesforce.

• Proven ability to multi-task and effectively manage priorities.

• Capacity to adapt to a fast-paced business and technology environment.

• Lifelong learner mentality, capable of embracing new solutions and understanding the implications of new laws for prospective clients.

• Must ensure the confidentiality of highly sensitive client information, including personnel and financial data.

• Regular and consistent attendance is mandatory.

• Business travel to local sites is required 50% to 75% of the time.

🏝️ Benefits

• Health, wellbeing, retirement, and other financial benefits.

• Paid time off.

• Overtime pay for non-exempt employees.

• Comprehensive learning and development programs.

• Reimbursement of job-related expenses according to company policy.

• Employee perks and discounts.