Strategist – Participant Communication

Empower

. Service existing client relationships within the Large/Mega/Not-For-Profit market .

Posted 9/17/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,400 - $106,525 per yearWebsite

Core Competencies

Role fit

Core 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 project management, financial services, and regulatory compliance within the retirement industry.

Highest-signal resume keywords

Retirement Industry ExperienceClient Management ExperienceProject Management SkillsStrong Presentation SkillsFINRA Fingerprinting

ATS Keywords

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Applicant 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 PlansRegulatory ComplianceMulti-Channel Delivery ApproachesVariable Data PersonalizationCommunication DeliverablesBudget ManagementMicrosoft Office Suite

Soft Skills

Strong Written Communication SkillsStrong Oral Communication SkillsNegotiation SkillsConflict Management SkillsAdaptability

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Client SatisfactionParticipant CommunicationFinancial EducationEmployee MeetingsCreative BriefsService Team CollaborationCorporate BenefitsMarketingCommunication BudgetsWork Environment Adaptability

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 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, webcasts and phone meetings
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 and tactics
Execute client initiatives within assigned budgets
Coordinate workflows through deliverable completion
Manage a client book and travel up to 20% of the time
Manage projects to remain within timeline and budget
Manage clients to remain within annual budgets and address out-of-scope costs
Collaborate with service, communications/education, product, operations and marketing teams
Work with clients and advisors/consultants
Make decisions to ensure client satisfaction 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 five years of retirement industry experience
Knowledge of defined contribution, defined benefit, non-qualified plans and relevant regulatory compliance
Typically, a minimum five years of retirement communications experience
Experience with required and discretionary communication deliverables
Familiarity with variable data, personalization and multi-channel delivery approaches
Typically, a minimum 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, 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
Ability to adapt to a fluid work environment and seasonal workload spikes
Understanding of and adherence to communication budgets and client-related expense variables
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 an adequate home work environment for remote work
Physical ability to travel by air, automobile, train and other transportation methods

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
Reliable high-speed internet and wired connection support for remote/hybrid work
Necessary computer equipment provided