Employee Engagement Manager - Remote (Pennsylvania)
Remote · Pennsylvania, United States
Job Summary
Employee Engagement Manager delivers impactful participant education and supports wealth referral efforts across a designated office, market, or region. Builds relationships with plan sponsors and participants, facilitates the identification and warm handoff of wealth referrals, and collaborates with cross-functional teams to ensure high-quality financial wellness experiences. Partners with Employee Engagement, Retirement Plan Consultants, and Wealth Advisors to execute regional goals, contribute to national FE&G initiatives, and implement workplace financial wellness programs. Maintains activity tracking and leverages CRM data to measure engagement, while staying current on financial education trends and tools. Regular and predictable attendance is required with business travel to local sites (50% to 75%).
Required Qualifications
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred)
- 5+ years of experience in financial education, retirement plan communication, or a similar role
- Strong understanding of ERISA regulations and fiduciary best practices
- Excellent communication, presentation, and interpersonal skills
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
- Experience maintaining client information in a CRM (Salesforce preferred)
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