Participant Communication Strategist

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

📋 Description

• Maintain and nurture existing client relationships within the Large/Mega/Not-For-Profit sectors.

• Design, execute, manage, and assess participant communication strategies tailored for strategic clients.

• Integrate financial services expertise, strategic communication, product knowledge, and client management to enhance retirement readiness.

• Ensure client satisfaction while overseeing client profitability in collaboration with the service team.

• Provide accurate and timely communications regarding plan activities and strategic, action-oriented campaigns to shape participant behavior.

• Advise clients on enhancing financial education and participant wellness using current tools.

• Evaluate and suggest communication design and delivery methods while managing a portfolio of clients.

• Supervise participant communication budgets, deliverables, quality assurance, timelines, metrics, and planning.

• Present new ideas and campaign updates during client meetings through in-person discussions, webcasts, or phone calls.

• Clarify complex concepts and foster consensus among client contacts.

• Collaborate with the Retirement Education Team for employee meetings and presentations/webcasts.

• Complete marketing creative briefs for intricate initiatives and strategies.

• Implement client initiatives within designated budgets.

• Coordinate workflow processes until deliverables are completed.

• Manage a portfolio of clients and be willing to travel up to 20% of the time.

• Work under the guidance of communications management and escalate only the most complicated issues.

• Make decisions to ensure client satisfaction with communications and deliverables.

• Oversee projects to ensure adherence to timelines and budgets.

• Manage client budgets and any additional out-of-scope expenses.

• Collaborate with service team members, communications/education, product, operations, marketing teams, clients, and advisors/consultants.

⛳️ Requirements

• Bachelor’s degree in marketing, business, journalism, communications, finance, or a related field.

• FINRA fingerprinting is required.

• Typically, a minimum of five years of experience in the retirement industry.

• Knowledge of defined contribution, defined benefit, non-qualified plans, and the financial services industry, including applicable regulatory compliance.

• Typically, a minimum of five years of experience in retirement communications.

• Proficient in handling both required and discretionary communication deliverables.

• Familiarity with variable data, personalization, and multi-channel communication delivery strategies.

• Typically, a minimum of five years of client management experience in corporate benefits, communications, or marketing.

• Exceptional project management skills are essential.

• Experience in advisor/intermediary relationships and an understanding of their role.

• Strong presentation abilities.

• Excellent written and verbal communication skills.

• Proficient in the Microsoft Office Suite and quick to learn other systems/software.

• Knowledge of style guides.

• Strong negotiation and conflict management skills; ability to foresee and address potential objections.

• Adaptability to a dynamic work environment and fluctuating workload peaks.

• Understanding and adherence to communication budgets and client relationship expense factors.

• Ability to travel by air, automobile, train, and other means of transportation.

• Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT.

• Reliable high-speed internet with a wired connection and an appropriate home workspace for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions (up to 6%).

• Financial advisory services.

• Potential company discretionary contributions.

• Broad investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Paid time off program.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short-term and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Other necessary computer equipment provided.

• Opportunity to participate in a bonus program for non-sales roles.