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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement communications and client management, with a strong focus on developing and implementing strategic communication strategies. Proficient in managing budgets, project timelines, and delivering impactful presentations to enhance client satisfaction and financial education.
Highest-signal resume keywords
Retirement Industry ExperienceClient Management ExperienceProject Management SkillsStrong Presentation SkillsFINRA Fingerprinting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement CommunicationsDefined Contribution PlansDefined Benefit PlansFinancial Services KnowledgeCommunication DeliverablesVariable Data PersonalizationMulti-Channel DeliveryMicrosoft Office SuiteStyle Guides KnowledgeBudget Management
Soft Skills
Strong Written Communication SkillsStrong Oral Communication SkillsNegotiation SkillsConflict Management SkillsAdaptability
Certifications & Qualifications
FINRA Fingerprinting
Industry Keywords
Corporate BenefitsRegulatory ComplianceClient Relationship ManagementParticipant CommunicationFinancial EducationWellness StrategiesCreative BriefsCampaign ManagementClient ProfitabilityService Team Collaboration
About the role
Key responsibilities & impact- Service existing client relationships within the Large/Mega/Not-For-Profit market
- Develop, implement, manage and measure participant communications strategies across multiple touchpoints and channels
- Combine financial services expertise, strategic communications, product knowledge and client management to improve retirement readiness
- Ensure client satisfaction while managing client profitability with the service team
- Deliver accurate and timely plan-activity communications and strategic action-based campaigns
- Guide clients in improving financial education and participant wellness through existing tools
- Review and recommend communication design and delivery strategies while managing a book of business
- Oversee participant communication budgets, deliverables, quality control, timelines, metrics and planning
- Present new concepts and campaign updates in client meetings via in-person meetings, webcasts or phone
- Explain complex concepts and build consensus with client contacts
- Engage the Retirement Education Team for employee meetings and presentations/webcasts
- Complete creative briefs for complex initiatives as required by Marketing
- Execute client initiatives within assigned budgets
- Coordinate workflows and deliverables through completion
- Travel up to 20% to manage existing client relationships
- Manage projects to remain within timelines and budgets
- Manage client budgets and identify out-of-scope costs
- Collaborate with service, communications/education, product, operations and marketing teams, as well as clients and advisors/consultants
- Work under communications management supervision and escalate only the most complex issues
Requirements
What you’ll need- Bachelor's degree in marketing, business, journalism, communications, finance or relevant field
- FINRA fingerprinting required
- Typically a minimum of five years of retirement industry experience
- Knowledge of defined contribution, defined benefit, non-qualified plans and financial services industry, including relevant regulatory compliance
- Typically a minimum of five years of retirement communications experience
- Experience with required and discretionary communication deliverables
- Familiarity with variable data, personalization and multi-channel delivery approaches to communications
- Typically a minimum of five years of client management experience in corporate benefits, communications or marketing
- Exceptional project management skills
- Advisor/Intermediary relationship experience and understanding of their role
- Strong presentation skills
- Strong written and oral communication skills
- Competency in Microsoft Office Suite and aptitude to quickly learn other systems/software
- Knowledge of style guides
- Strong negotiation and conflict management skills; ability to anticipate and overcome potential objections
- Adaptability to a fluid work environment and seasonal workload spikes
- Understanding of communication budgets and client relationship expense variables
- Physical ability to travel by air, automobile, train and other transportation
- Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
Benefits
Comp & perks- Medical, dental, vision and life insurance
- 401(k) plan with generous company matching contributions (up to 6%)
- Financial advisory services
- Potential company discretionary contribution
- Broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment with the option to wear jeans
- Generous paid time off upon hire
- Ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Paid parental leave
- Paid short- and long-term disability
- Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs)
- Reliable high-speed internet and wired connection required for remote work; necessary computer equipment provided
