Workplace Benefits - Sr. Engagement Consultant

Responsibilities

• Serves as an Sr. Engagement Consultant for the retirement group’s mid to large sized Institutional clients.
• Defines and delivers effective communication strategies for a book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors.
• Supports sponsor and participant adoption of WB’s products and broader education and downstream programs.
• Understands how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Supports new business activity by representing the business’s engagement program capabilities and value.
• Provides forward-thinking leadership on how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Works to synthesize data to expose key insights, analytics and recommendations for campaign optimization.
• Prepares and presents client strategies and briefings for the plan sponsor and their senior management team.
• Participates in sales and rebid situations to represent the organization when needed.

Requirements

• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)
• Client facing strategy and/or relationship management preferred
• Experience in meetings with key decision makers and solid presentation skills
• Analytical mindset with ability to take thought leadership and make relevant to plan sponsors and strategy
• Project management skills with a demonstrated understanding or willingness to learn production processes across media or willingness to learn
• Experience with digital and multi-channel marketing campaigns, social media, and Tableau, Salesforce Marketing Cloud, or other relevant platforms preferred or willingness to learn
• Knowledge of the firm’s products and services or a willingness to learn

Skills

• Client Management
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Stakeholder Management
• Benefits Plan Development
• Customer Service Management
• Data and Trend Analysis
• Strategic Thinking
• Benchmarking
• Consulting
• Customer Experience Improvement
• Project Management
• Presentation skills
• Analytics skills
• Relationship Management
• Leadership
• Sales mindset
• Project management
• Organizational skills
• Problem solving
• Self-starter

Desired

• Bachelor’s degree or equivalent work experience (Marketing, Communications or Analytics major a plus)
• Experience in the retirement & investment business a plus