Strategist Participant Engagement
Core
Design, manage, and measure participant-focused communication initiatives for retirement plan clients to influence behavior and drive financial outcomes.
Role type
Senior client-facing strategist and project lead
Builds
Multi-channel engagement campaigns, virtual education programs, and client communication strategies
Domain
Retirement services / Defined contribution & benefit plans
Deliverable
product features
Required skills
Multi-channel strategy development, client management, project management, campaign delivery, data-driven engagement approaches, budget management, stakeholder consensus building
Preferred skills
Generative AI tool usage, mentorship, travel management
Technologies
Workfront, Salesforce, Microsoft Office Suite, digital engagement platforms
Responsibilities
Lead participant communications strategies for LMN clients; Develop virtual-first, data-driven engagement approaches; Serve as trusted client consultant presenting strategies; Partner with internal teams and external stakeholders to define campaign scope; Oversee project workflow including planning, creative briefing, and metrics reporting; Create tailored engagement materials; Mentor team members and contribute to department strategy.
Seniority
Senior, hands-on IC with client management