Retirement Education Specialist

Marsh McLennan • Boston, MA

9d • $57,000 - $114,500 • Hybrid

About The Position

We are seeking a talented individual to join our Workplace Education team at Mercer, a Marsh business. This role can be based in Atlanta, Boston, Charlotte, Dallas, Denver, Houston, or Tampa and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Retirement Education Specialist and part of the Workplace Education Team, you will be educating plan sponsor employees on their 401(k) plan to achieve client desired outcomes, i.e. increase participation, boost deferrals, and optimize asset allocation. You will work directly with external clients as well as internal partners to facilitate group webinars and in person group sessions, translating plan and investment concepts into actionable financial wellness strategies. The role covers clients using Mercer’s 3(16) and 3(38) outsourced solutions including the Pooled Employer Plan (PEP) as well as 3(21) advisory services, so the role interacts with various internal groups such as client service managers, consultants and sales teams. We will count on you to: Deliver onsite and virtual group education meetings to 401(k) retirement plan participants Coordinate and collaborate with internal and external teams to organize and host education sessions Customize and maintain PowerPoint presentations, scripts, and speaker notes aligned with plan features and industry standards Stay current on retirement and financial topics to ensure accurate and effective presentations

Requirements

• Bachelor’s degree
• 3-5 years of experience in 401(k) or financial services
• Knowledge of retirement plans, legislation, and investment principles
• Ability to travel to client sites up to 60-75% annually (this will likely be less during onboarding and then will ramp up)
• Strong relationship management skills to build rapport with plan participants and plan sponsors
• Strong public speaking, presentation, and interpersonal skills
• High attention to detail

Nice To Haves

• Proficiency in virtual meeting platforms (e.g. Zoom and Teams) and Microsoft Office Suite

Responsibilities

• Deliver onsite and virtual group education meetings to 401(k) retirement plan participants
• Coordinate and collaborate with internal and external teams to organize and host education sessions
• Customize and maintain PowerPoint presentations, scripts, and speaker notes aligned with plan features and industry standards
• Stay current on retirement and financial topics to ensure accurate and effective presentations

Benefits

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

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