Regional Director, Employee Engagement - Remote

OneDigital

8d • $75,000 - $95,000 • Remote

About The Position

The Regional Director, Employee Engagement leads and coordinates Employee Engagement efforts across an assigned region, ensuring consistent deployment of OneDigital’s financial education and advice strategy. The role manages people, systems, processes, and assignments so educators are equipped and aligned to deliver participant education and generate high-quality Wealth referrals. Depending on the organizational structure, the position may directly manage educators or lead across geographies through influence, shared frameworks, materials, and operating practices.

The Regional Director partners with Retirement and Wealth leaders to position, execute, and report on financial education and advice offerings with plan sponsors, advisors, and leadership. Responsibilities include coordinating education delivery, supporting participant financial education and sponsor engagement, facilitating appropriate connections to individualized financial guidance, overseeing regional activity and reporting, coaching delivery partners, and contributing regional feedback to national initiatives.

The position is remote and requires willingness to travel up to 25%. Applicants must be eligible to work in the United States without requiring work visa or residency sponsorship. The typical nationwide base pay range is $75,000 to $95,000 per year. Eligible employees may also receive variable compensation, commission and/or an annual bonus, as well as health, wellbeing, retirement and other financial benefits, paid time off, overtime pay for non-exempt employees, learning and development programs, reimbursement of job-related expenses, and possible employee perks and discounts.

Requirements

• Strong working knowledge of retirement plan fundamentals, including plan design, eligibility, contributions, vesting, distributions, loans, and rollovers.
• Solid understanding of ERISA regulations, fiduciary responsibilities, and best practices for participant education and plan sponsor engagement.
• Foundational understanding of financial wellness and financial planning concepts, including budgeting, debt management, emergency savings, and the role of investments in long-term financial security.
• Experience designing, delivering, or supporting training or educational programs for adult learners, including group presentations and facilitated discussions.
• Ability to translate complex financial concepts into clear, accessible education for diverse participant audiences.
• Strong communication and presentation skills; comfort presenting alongside sales, advisory, or client service teams.
• Demonstrated ability to coordinate people, processes, and materials across multiple offices or stakeholders.
• Ability to lead through direct management and/or influence, depending on organizational structure.
• Proficiency in Microsoft Office, including PowerPoint, Excel, and Word.
• CRM discipline is required.
• Ability to operate in an evolving environment where national standards are developing and local execution must remain effective.
• Willingness to travel up to 25%.
• Bachelor’s degree in Business, Finance, Economics, Education, or a related field, or equivalent relevant experience.
• At least 7 years of experience in financial education, retirement plan services, financial wellness, or a related field.

Nice To Haves

• Salesforce experience is preferred.
• Prior experience supporting or leading training initiatives, education programs, or multi-office coordination is strongly preferred.

Responsibilities

• Deploy the national financial education and advice strategy within the assigned region, aligning with national frameworks while supporting appropriate regional execution.
• Coordinate regional education delivery by Employee Engagement educators, Wealth Advisors, Financial Planning specialists, and other qualified partners according to client needs and engagement models.
• Guide the use of national education materials and support region-specific content development and deployment when needed, promoting consistent messaging and adoption.
• 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 with plan sponsors as an employee benefit that supports workforce financial confidence and outcomes.
• Oversee and coordinate education delivery to ensure it is professional, compliant, and aligned with sponsor expectations.
• Ensure education offerings help identify participants who may benefit from individualized financial guidance beyond group education or general plan information.
• Support appropriate connections between participants and Wealth Advisors or financial planning resources as a continuation of the employee benefit experience.
• Partner with Wealth teams to clarify roles, expectations, and participant experience in the connection process in alignment with national standards.
• Monitor and report regional financial education and advice activity, including plan participant engagement and follow-on connections to individualized guidance.
• Provide direct leadership and coaching to Employee Engagement educators, Wealth Advisors, Financial Planning specialists, and other qualified partners where applicable; coordinate regional partners through influence and shared standards.
• Establish clear expectations for regional coverage, collaboration, and consistency.
• Stay aligned with national teams responsible for financial education and advice initiatives and remain current on strategy updates, materials, and emerging priorities.
• Contribute regional feedback, insights, and best practices to national updates, pilots, and continuous improvement efforts.

Benefits

• Health benefits
• Wellbeing benefits
• Retirement benefits
• Other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Learning and development programs
• Reimbursement of job-related expenses per company policy
• Possible employee perks and discounts
• Some roles may be eligible for variable compensation, commission, and/or annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Director