Participant Engagement Strategist

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

📋 Description

• Lead and oversee participant communication and engagement strategies for Large, Mega, and Not-for-Profit clients.

• Manage various ad-hoc initiatives such as Merger & Acquisition transitions, plan design rollouts, and annual enrollment campaigns.

• Develop and execute virtual-first, data-centric engagement methodologies.

• Influence participant behavior and drive quantifiable results.

• Act as a trusted consultant to clients by presenting strategies, achieving consensus, and delivering regular updates in person, virtually, and by phone.

• Collaborate with Relationship Management, Communications, Education, Marketing, Product teams, clients, advisors, and intermediaries.

• Define the scope, logistics, and success metrics of campaigns.

• Oversee project workflows, including planning, creative briefings, approvals, budget tracking, and metrics reporting.

• Create and customize engagement materials using templates and bespoke assets.

• Ensure materials align with client branding, plan design, and participant requirements.

• Provide client recommendations that align with the appropriate service model and participant wellness objectives.

• Enhance return on investment.

• Mentor junior team members.

• Contribute to departmental strategy and innovation.

• Manage a portfolio of clients or projects.

• Travel up to 20% as required.

⛳️ Requirements

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

• A minimum of 5–7 years of experience in the retirement services sector.

• Strong understanding of defined contribution, defined benefit, and non-qualified plans.

• At least 5 years of experience in participant engagement, education, or communications.

• Experience in developing multi-channel strategies and executing campaigns.

• Client management experience in corporate benefits, education, or marketing.

• Proven ability to build relationships and drive consensus at all organizational levels.

• Excellent written and verbal communication skills.

• Ability to articulate complex financial concepts in a clear and engaging manner.

• Advanced project management capabilities.

• Capacity to manage multiple deliverables under tight deadlines.

• High proficiency in Microsoft Office Suite.

• Familiarity with Workfront, Salesforce, and digital engagement platforms.

• Understanding of Generative AI tools for synthesizing information and creating communications.

• Knowledge of budget management and reporting.

• Capability to align campaign recommendations with client objectives.

• Adaptability to a fast-paced environment with seasonal volume changes.

• Strong interpersonal, negotiation, and conflict resolution abilities.

• Must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available, including CPT/OPT.

• Ability to travel via air, automobile, train, and other modes of transportation.

• Reliable high-speed internet with a wired connection and an appropriate 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 discretionary contributions from the company.

• Extensive investment lineup.

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

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

• Generous paid time off from the start.

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

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Other necessary computer equipment provided for remote and hybrid positions.