OneDigital-posted 4 days ago
Full-time • Manager
Rockwall, TX
1,001-5,000 employees

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.

  • 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.
  • 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.
  • 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.
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