Regional Director, Employee Engagement
New
O
OneDigitalFinancial education
United StatesFull-TimeDirector
Salary75,000 - 95,000 USD per year
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Job Details
- Experience
- 7+ years of experience in financial education, retirement plan services, financial wellness, or a related field.
- Required Skills
- SalesforceMicrosoft ExcelMicrosoft OfficePowerPoint
Requirements
- Bring strong working knowledge of retirement plan fundamentals, including plan design, eligibility, contributions, vesting, distributions, loans, and rollovers.
- Understand ERISA regulations, fiduciary responsibilities, and best practices for participant education and plan sponsor engagement.
- Have a foundational understanding of financial wellness and financial planning concepts, including budgeting, debt management, emergency savings, and investments.
- Have experience designing, delivering, or supporting adult learner training or educational programs, including group presentations and facilitated discussions.
- Be able to explain complex financial concepts clearly to diverse participant audiences.
- Have strong communication and presentation skills and comfort presenting alongside sales, advisory, or client service teams.
- Demonstrate the ability to coordinate people, processes, and materials across multiple offices or stakeholders.
- Be able to lead through direct management and/or influence.
- Be proficient in Microsoft Office, including PowerPoint, Excel, and Word; CRM discipline is required, and Salesforce is preferred.
- Have a bachelor's degree in Business, Finance, Economics, Education, or a related field, or equivalent relevant experience.
- Have 7+ years of experience in financial education, retirement plan services, financial wellness, or a related field.
- Be willing to travel up to 25%.
Responsibilities
- Deploy the national financial education and advice strategy within the assigned region.
- Coordinate regional education delivery by Employee Engagement educators, Wealth Advisors, Financial Planning specialists, and other qualified partners.
- Guide the use of national education materials and support region-specific content development when needed.
- Support the design and delivery of participant education on retirement plans, financial wellness, and broader financial decision-making.
- Partner with Retirement and Wealth teams to position financial education and advice offerings with plan sponsors.
- Oversee and coordinate education delivery to align with sponsor expectations and ensure it is professional and compliant.
- Connect participants who may benefit from individualized guidance with Wealth Advisors or financial planning resources.
- Monitor and report regional education activity and participant connections to individualized financial guidance.
- Lead and coach regional delivery partners, establish expectations for coverage and collaboration, and contribute regional feedback to national initiatives.
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