Strategist Participant Communication
Core
Develops, implements, manages, and measures multi-touch, multi-channel participant communication strategies for Large/Mega/Not-For-Profit (LMN) clients to improve retirement readiness and participant behavior.
Role type
Senior client-facing strategist (retirement communications)
Builds
Strategic communication campaigns and educational initiatives for retirement plans
Domain
Financial services / Retirement planning / Client communications
Deliverable
product features
Required skills
Retirement industry knowledge, client management, strategic communications, project management, financial services acumen, regulatory compliance understanding, budget management, presentation skills
Preferred skills
Defined contribution/benefit plan expertise, variable data personalization, multi-channel delivery approaches, advisor/intermediary relationship experience
Technologies
Microsoft Office Suite, variable data systems, multi-channel delivery platforms
Responsibilities
Manage a book of business for LMN clients, execute communication strategies within budget, present campaign updates to clients, coordinate workflow for deliverables, engage education teams for employee meetings, travel up to 20% to manage client relationships
Seniority
Senior, hands-on IC