Employee Engagement Manager - Hybrid (Baltimore, MD.)
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Essential Duties and Responsibilities (includes but is not limited to):
Client/Participant Education
Develop and manage a comprehensive education strategy tailored to meet the needs of diverse plan participants, in collaboration with Client Relations, Sales, and Plan Sponsor teams. This includes customizing presentations to address the specific needs of each client employee group.
Create engaging and informative content on retirement plan basics, investment options, financial wellness topics, and personalized portfolio options.
Utilize a variety of communication channels (e.g., in-person events, webinars, email newsletters, online resources) to deliver educational content to participants.
Educational Presentations and Meetings
Schedule and conduct group education meetings, workshops, webinars, and enrollment meetings to achieve client goals. This may involve presentations on plan design, investment options, and personalized portfolio strategies.
Conduct engaging group presentations for plan participants on a range of retirement plan topics.
Schedule and conduct one-on-one retirement planning meetings with client employees to address individual questions and concerns.
Investment Education and Guidance
Provide participants with insight into the funds offered under each client plan, including educating them on fund objectives, performance, and how they align with individual goals.
Explain and ensure participants understand product options, including Personalized Portfolios. Make appropriate recommendations based on individual circumstances.
Wealth Management and Financial Planning
Identify opportunities to connect participants with Wealth Management services when appropriate.
Partner with Wealth Advisors to ensure a seamless referral process for participants seeking personalized financial planning guidance.
Communication and Collaboration
Collaborate with internal teams (Client Relations, Sales, Client Services, Wealth Management) to ensure effective communication and delivery of educational initiatives.
Ongoing Improvement
Stay up to date on industry trends and best practices in participant education and engagement.
Analyze participant data and feedback to identify areas for improvement in the education strategy.
Track and measure the success of education programs and report on key metrics.
Qualifications, Skills and 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%.
Education, Training and Experience:
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire.
5+ years of experience in financial education, retirement plan communication, or a similar role.
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
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Are you ready to take on a dynamic role as an Employee Engagement Manager at OneDigital? In this exciting position based in Baltimore, MD, you'll play a crucial part in enhancing financial literacy and engagement among retirement plan participants. Your expertise will help create a culture where employees feel empowered to make informed decisions about their financial future. You'll develop and manage tailored education strategies that cater to a diverse range of participants, ensuring they understand their retirement benefits and investment options. You'll have the chance to conduct engaging workshops, webinars, and personalized meetings that can truly transform the financial well-being of individuals. At OneDigital, you'll collaborate with various teams to ensure seamless communication and program delivery, analyzing participant feedback to continually improve engagement strategies. We're looking for someone with solid financial education experience and a passion for helping others succeed. With a strong emphasis on continuous learning, your role will include staying updated on industry trends while managing client relationships and providing insights that lead to successful outcomes. Plus, you’ll benefit from comprehensive perks like health and retirement plans, as well as a culture that celebrates diversity and inclusion. If you have excellent communication skills, a proactive approach, and a strong background in financial services, we can’t wait to meet you. Join us and make a real impact in the lives of many!
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