VP, Participant Engagement
About The Position
As the VP, Participant Engagement, you will be a strategic, forward-thinking leader to transform and scale our Retirement Consultant model, delivering measurable participant outcomes while driving asset growth and broader adoption of workplace retirement wellness and individual solutions. You will lead a national team focused on improving participant outcomes, maximizing plan participation, increasing savings rates and driving asset retention. You will also leverage AI, automation, and digital capabilities to expand reach, personalize experiences, and enhance team effectiveness.
Requirements
- 12+ Years experience in retirement plan services that directly relates to the responsibilities
- 5 years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management
- Proven success leading and scaling participant engagement or client-facing models
- Deep expertise in defined contribution plans, participant education, and retirement income concepts
- Demonstrated ability to drive asset growth (rollovers, retention, consolidation)
- Experience leveraging AI, automation, and digital tools to enhance engagement and scale
- Strong executive presence and ability to influence cross-functional stakeholders
- FINRA SIE, S6, S63 within 90 days of hire (pre-registration preferred)
- Life & Health within 90 days of hire (pre-licensed preferred)
- Ability to travel 30%
Responsibilities
- Sets the strategic vision and operating model for the Retirement Consultant organization to deliver personalized, scalable engagement that improves participant outcomes
- Advances education related to retirement readiness and financial decision-making that translates into action, improving savings rates, financial literacy, asset consolidation, and retirement preparedness
- Drives asset retention and expansion, including IRA rollovers, plan roll-ins, and account consolidation, building a strategy to expand scope of team to support selling retail retirement income solutions (i.e, annuities) and adoption of voluntary benefits
- Deploys data, AI, and digital tools (e.g., next-best action, personalization, workflow automation) to scale reach, effectiveness, and efficiency
- Lead and develop a national retirement consultant team with strong capabilities in participant education, engagement, and retirement-related conversations. Leverage data to share strategic recommendations and future engagement strategies
- Partners across product and distribution to increase adoption of retirement plan features, managed accounts, financial wellness programs, and retail retirement income solutions
- Acts as a thought leader on participant behavior, engagement strategies, and retirement trends to inform business and product direction
Benefits
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
