Strategist – Participant Communication

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

📋 Description

• Maintain and enhance relationships with clients in the Large/Mega/Not-For-Profit sector.

• Create, execute, and assess communication strategies for participants tailored to strategic clients.

• Leverage expertise in financial services, strategic communications, product insight, and client management to enhance retirement preparedness.

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

• Provide precise and timely communications regarding plan activities and strategic, action-oriented campaigns.

• Assist clients in advancing financial literacy and participant wellness using existing resources.

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

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

• Present innovative ideas and updates on campaigns during client meetings, webcasts, and phone discussions.

• Clarify complex concepts and foster consensus among client contacts.

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

• Develop creative briefs for intricate initiatives and tactics.

• Implement client initiatives within specified budgets.

• Manage workflows through the completion of deliverables.

• Oversee a client portfolio and travel up to 20% of the time.

• Ensure projects stay on schedule and within financial parameters.

• Maintain client relationships to remain within annual budgets and address costs that exceed scope.

• Work in partnership with service, communications/education, product, operations, and marketing teams.

• Collaborate with clients and advisors/consultants.

• Make decisions to guarantee client satisfaction and escalate only the most challenging issues.

⛳️ Requirements

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

• FINRA fingerprinting is required.

• Typically, at least five years of experience in the retirement industry.

• Knowledge of defined contribution, defined benefit, non-qualified plans, and pertinent regulatory compliance.

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

• Experience with both mandatory and discretionary communication deliverables.

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

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

• Outstanding project management capabilities.

• Experience with advisor/intermediary relationships and an understanding of their roles.

• Excellent presentation, written, and verbal communication skills.

• Proficiency in Microsoft Office Suite and a quick aptitude for learning new systems/software.

• Familiarity with style guides.

• Strong negotiation and conflict resolution skills.

• Ability to foresee and address potential objections.

• Capacity to adapt to a dynamic work environment and seasonal workload fluctuations.

• Understanding of communication budgets and client-related expense variables.

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

• Reliable high-speed internet with a wired connection and a suitable home office setup for remote work.

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

🏝️ Benefits

• Medical, dental, vision, and life insurance.

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

• Financial advisory services.

• Potential company discretionary contribution.

• Extensive 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 year.

• Paid volunteer time — 16 hours annually.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Reliable high-speed internet and wired connection support for remote/hybrid work.

• Necessary computer equipment provided.