Employee Engagement Manager (Remote)

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: 

Summary:

The Employee Engagement Manager delivers impactful participant education and supports

wealth referral efforts across a designated office, market, or region. This role 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. The manager plays an essential role in advancing

participant outcomes and supporting business growth through coordinated delivery of

education programs and referral pathways.

Essential Duties and Responsibilities (includes but is not limited to):

Participant Education & Employer Engagement

· Deliver engaging financial education to participants across multiple channels,

including in-person sessions, webinars, and digital communications.

· Support the implementation of workplace financial wellness initiatives in partnership

with plan sponsors and HR teams.

· Serve as a point of contact for participant questions and follow-up, helping connect

individuals to additional guidance or advisory support as appropriate.

Referral Identification & Handoff Coordination

· Identify qualified participant leads through education sessions, one-on-one

conversations, and workplace engagements.

· Facilitate warm handoffs to Wealth Advisors and Retirement Plan Consultants,

ensuring a seamless participant experience.

· Support regional alignment between Retirement and Wealth teams by coordinating

segmented lead routing based on geography or office structure.

Team Collaboration & Program Execution

· Collaborate regularly with Employee Engagement team members, Retirement Plan

Consultants, and Wealth Advisors to execute on regional goals.

· Contribute to national Financial Education & Guidance (FE&G) initiatives and integrate

best practices into local delivery.

· Maintain accurate activity tracking and documentation using CRM platforms

Data Collection & Continuous Improvement · Gather participant feedback and sponsor input to inform adjustments to educational content or delivery methods. · Assist with tracking engagement metrics and referral outcomes, supporting visibility to internal stakeholders and plan sponsors. · Stay current on financial education trends and tools to enhance participant engagement.

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.

· 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

City of Los Angeles

County of Los Angeles

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.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!