Senior, Participant Experience Consultant
Core
Develop and deliver data-driven communication and education strategies to help retirement plan participants make informed decisions and improve outcomes.
Role type
Senior IC participant experience consultant
Builds
Participant engagement solutions and education frameworks for retirement plans
Domain
Financial services / Retirement planning
Deliverable
product features
Required skills
Strategic consultation, behavioral finance knowledge, communication strategy, data interpretation, stakeholder influence, presentation skills
Preferred skills
Defined contribution plan design knowledge, client consulting experience
Technologies
None stated
Responsibilities
Partner with plan sponsors and advisors to implement engagement solutions; Assess client needs and develop education strategies; Interpret participant data and engagement analytics; Deliver presentations for sales and retention efforts; Guide best-practice adoption across the organization
Seniority
Senior, hands-on IC