Participant Communication Strategist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Strategist shaping participant communications for Empower’s large-plan retirement clients. Managing campaigns, budgets, presentations and client relationships to improve retirement readiness.
Responsibilities:
- Service existing client relationships within the Large/Mega/Not-For-Profit market
- Develop, implement, manage and measure participant communications strategies across multiple touchpoints and channels
- Combine financial services expertise, strategic communications, product knowledge and client management to improve retirement readiness
- Ensure client satisfaction while managing client profitability with the service team
- Deliver accurate and timely plan-activity communications and strategic action-based campaigns
- Guide clients in improving financial education and participant wellness through existing tools
- Review and recommend communication design and delivery strategies while managing a book of business
- Oversee participant communication budgets, deliverables, quality control, timelines, metrics and planning
- Present new concepts and campaign updates in client meetings via in-person meetings, webcasts or phone
- Explain complex concepts and build consensus with client contacts
- Engage the Retirement Education Team for employee meetings and presentations/webcasts
- Complete creative briefs for complex initiatives as required by Marketing
- Execute client initiatives within assigned budgets
- Coordinate workflows and deliverables through completion
- Travel up to 20% to manage existing client relationships
- Manage projects to remain within timelines and budgets
- Manage client budgets and identify out-of-scope costs
- Collaborate with service, communications/education, product, operations and marketing teams, as well as clients and advisors/consultants
- Work under communications management supervision and escalate only the most complex issues
Requirements:
- Bachelor's degree in marketing, business, journalism, communications, finance or relevant field
- FINRA fingerprinting required
- Typically a minimum of five years of retirement industry experience
- Knowledge of defined contribution, defined benefit, non-qualified plans and financial services industry, including relevant regulatory compliance
- Typically a minimum of five years of retirement communications experience
- Experience with required and discretionary communication deliverables
- Familiarity with variable data, personalization and multi-channel delivery approaches to communications
- Typically a minimum of five years of client management experience in corporate benefits, communications or marketing
- Exceptional project management skills
- Advisor/Intermediary relationship experience and understanding of their role
- Strong presentation skills
- Strong written and oral communication skills
- Competency in Microsoft Office Suite and aptitude to quickly learn other systems/software
- Knowledge of style guides
- Strong negotiation and conflict management skills; ability to anticipate and overcome potential objections
- Adaptability to a fluid work environment and seasonal workload spikes
- Understanding of communication budgets and client relationship expense variables
- Physical ability to travel by air, automobile, train and other transportation
- Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
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
- Broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment with the option to wear jeans
- Generous paid time off upon hire
- 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)
- Reliable high-speed internet and wired connection required for remote work; necessary computer equipment provided
Similar Jobs
Pursuit Strategist
Pursuit Strategist shaping proposal strategy, market research and win plans for CannonDesign’s architecture, engineering and design practice. Developing compelling narratives and coaching teams for client presentations.
Identity Strategist
Identity Strategist advising enterprise customers on fraud strategy, identity workflows, and implementation. Helping Jumio combat online identity fraud, money laundering, and financial crime.
Principal Enterprise Strategist – Services Engagement
Principal Enterprise Strategist shaping enterprise technology transformations for CDW, a Fortune 500 technology solutions provider. Advising executives, designing roadmaps, and leading pre-sales services engagement.
Implementation Strategist
Implementation Strategist onboarding cannabis dispensaries onto Dutchie’s POS, e-commerce, loyalty, and mobile app platform. Managing configuration, training, app releases, and cross-functional customer launches.
Adoption Strategist
Adoption Strategist scaling customer adoption programs for ElevenLabs’ AI voice, agent, and creative platforms. Building enablement, analytics, and automation across ANZ markets.
Deployment Strategist
Deployment Strategist deploying ElevenLabs’ enterprise AI agents for Mexican customers. Translating workflows into AI solutions, closing flagship deals, and driving production outcomes.
Deployment Strategist
Deployment Strategist deploying ElevenLabs’ enterprise AI agents for Colombian customers. Translating workflows into AI solutions, closing strategic deals, and driving production outcomes.
Deal Strategist
Deal Strategist structuring and closing Gracenote commercial opportunities for Nielsen’s media insights business. Partnering with sales on negotiations, pricing, approvals, and deal execution.
Deployment Strategist
Deployment Strategist leading strategic enterprise AI deployments for Salt AI, which builds compliance-first AI orchestration for regulated industries. Scoping, directing technical teams, and delivering customer go-lives.
Product Strategist – New and Emerging Products
Product Strategist incubating healthcare data, workflow, and AI decision-support products at MedInsight, a healthcare intelligence company. Developing business cases, partnerships, roadmaps, and commercialization strategies.
Deal Strategist
Deal Strategist structuring and closing Gracenote’s strategic commercial deals at Nielsen. Partnering with sales and cross-functional teams on proposals, negotiations, approvals, and escalations.
Senior Digital Analytics Strategist
Senior Digital Analytics Strategist leading GA4-driven insights and optimization services for Finalsite, an EdTech platform serving K–12 schools. Improving websites, user experience, and enrollment through analytics.
Data Strategist
Data Strategist shaping AI and data transformation strategies at Method, a global design and engineering consultancy. Bridging business objectives, data systems, machine learning, and emerging AI capabilities.
Real Estate Portfolio Strategist – Corporate Real Estate
Real estate portfolio strategist optimizing Ferguson’s 1,500-location owned and leased network. Improving lease economics, investment decisions, and negotiation leverage through market and financial analysis.
Senior Strategist, TikTok
Senior TikTok Shop Strategist owning client roadmaps and growth on TikTok Shop. Driving catalog selection, listing optimization, creator strategy, and performance scaling for Quartile’s retail media platform.
Senior VSL Strategist
Senior VSL Strategist owning Meta advertising, direct-response copy, and funnel performance for a financial advisor marketing agency. Managing client strategy, testing, tracking, and appointment-generation results.
Senior Direct Response Strategist
Senior direct-response strategist owning Meta campaigns, copy, creative testing, and funnels for a financial advisor performance marketing agency. Managing client performance, retention, and appointment-generation results.
Senior Audit Strategist
Senior Audit Strategist leading complex risk reviews for KeyBank, a U.S. financial-services company. Testing controls, drafting findings, and managing audit staff.
Deal Strategist
Deal Strategist structuring Gracenote commercial deals at Nielsen, a media insights company. Supporting negotiations, approvals, objection handling, and strategic sales opportunities.
Product Strategist
Product Strategist driving discovery, measurement, and technology transformation for Dovenmuehle, a U.S. mortgage subservicing firm. Building roadmaps, tools, vendor partnerships, and adoption strategies.