Employee Services Manager

OneDigital • Rockwall, TX

58d

About The Position

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.

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%.
• 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.

Responsibilities

• 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.
• 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.
• 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
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees