RP Participant Experience Specialist

About the role

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The RP Participant Experience Specialist would lead the strategy, execution, and continuous improvement of the retirement plan participant experience. In this role, you will partner with teams across Sales, Service, Product, Marketing, and Technology to identify opportunities that improve participant engagement, education, and retirement outcomes. You will serve as the voice of the participant, using market insights, customer feedback, and performance data to prioritize enhancements, drive strategic initiatives, and deliver meaningful participant communications and educational campaigns.

Responsibilities

• Develop and evolve participant experience strategies that support business goals and improve participant outcomes.
• Lead cross-functional initiatives that enhance participant services, communications, tools, and experiences.
• Serve as the internal advocate for participant needs and expectations.
• Measure and analyze participant and plan performance metrics to identify opportunities for improvement.
• Provide marketing and participant education consultation for key clients and support sales and service teams as a subject matter expert.

Requirements

• Education: Bachelor's degree in communications, marketing, or a similar field.
• Experience: 3+ years of experience in the retirement plan industry, customer experience, participant engagement, or a related field.
• Experience leading or supporting cross-functional initiatives and driving business improvements.

Qualifications

• Excellent verbal and written communication skills, with the ability to translate complex financial concepts into clear, engaging messages.
• Experience using data, customer feedback, and performance metrics to inform decisions and measure success.
• Experience developing participant education, marketing campaigns, or customer communication strategies.
• Knowledge of defined contribution retirement plans and participant behavior trends.
• Experience collaborating with sales, service, product, marketing, and technology teams.
• Strong presentation, consulting, and stakeholder management skills.
• Ability to thrive in a fast-paced environment with changing priorities and ambiguous challenges.
• Excellent teamwork and collaboration skills.

Benefits

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools