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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships within the retirement industry, focusing on strategic communications and participant engagement. Proficient in project management, budget oversight, and delivering impactful communication strategies 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 PlansNon-Qualified PlansFinancial Services KnowledgeCommunication DeliverablesVariable Data PersonalizationMulti-Channel Delivery ApproachesBudget ManagementStyle Guides Knowledge
Soft Skills
Strong Written Communication SkillsStrong Oral Communication SkillsNegotiation SkillsConflict Management SkillsAdaptability
Tools & Technologies
Microsoft Office SuiteCommunication ToolsProject Management SoftwareWebcast PlatformsRemote Work Technology
Certifications & Qualifications
FINRA Fingerprinting
Industry Keywords
Client SatisfactionParticipant WellnessFinancial EducationStrategic Action-Based CampaignsCommunication BudgetsCorporate BenefitsRegulatory ComplianceAdvisor/Intermediary RelationshipsMarketing Creative BriefsWorkflow Processes
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 for strategic clients
- Combine financial services knowledge, strategic communications, product expertise 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 to influence participant behavior
- 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 during 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 Marketing creative briefs for complex initiatives and tactics
- Execute client initiatives within assigned budgets
- Coordinate workflow processes through deliverable completion
- Manage a book of clients and travel up to 20% of the time
- Work under the supervision of communications management and refer only the most complex issues upward
- Make decisions to ensure client satisfaction with communications and deliverables
- Manage projects to remain within timeline and budget
- Manage client budgets and additional out-of-scope costs
- Collaborate with service team members, communications/education, product, operations and marketing teams, clients, and advisors/consultants
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 and adherence to communication budgets and client relationship expense variables
- Ability to travel by air, automobile, train and other transportation means
- Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
- Reliable high-speed internet with a wired connection and a suitable home workspace for remote work
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
- Paid time off program
- 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)
- Flexible work environment
- Other necessary computer equipment provided
- Opportunity to participate in a bonus program for non-sales positions
