Services Manager

Position: Employee Services Manager

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

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Summary:

The Employee Engagement Manager delivers impactful participant education and supports wealth referral efforts across a designated office, market, or region. This role builds relationships with plan sponsors and participants, facilitates the identification and warm handoff of wealth referrals, and collaborates with cross-functional teams to ensure high-quality financial wellness experiences. The manager plays an essential role in advancing participant outcomes and supporting business growth through coordinated delivery of education programs and referral pathways.

Essential Duties and Responsibilities Participant Education & Employer Engagement

• Deliver engaging financial education to participants across multiple channels, including in-person sessions, webinars, and digital communications.
• Support the implementation of workplace financial wellness initiatives in partnership with plan sponsors and HR teams.
• Serve as a point of contact for participant questions and follow-up, helping connect individuals to additional guidance or advisory support as appropriate.

Referral Identification & Handoff Coordination

• Identify qualified participant leads through education sessions, one-on-one conversations, and workplace engagements.
• Facilitate warm handoffs to Wealth Advisors and Retirement Plan Consultants, ensuring a seamless participant experience.
• Support regional alignment between Retirement and Wealth teams by coordinating segmented lead routing based on geography or office structure.

Team Collaboration & Program Execution

• Collaborate regularly with Employee Engagement team members, Retirement Plan Consultants, and Wealth Advisors to execute on regional goals.
• Contribute to national Financial Education & Guidance (FE&G) initiatives and integrate best practices into local delivery.
• Maintain accurate activity tracking and documentation using CRM platforms.

Data Collection & Continuous Improvement

• Gather participant feedback and sponsor input to inform adjustments to educational content or delivery methods.
• Assist with tracking engagement metrics and referral outcomes, supporting visibility to internal stakeholders and plan sponsors.
• Stay current on financial education trends and tools to enhance participant engagement.

Qualifications, Skills and Requirements

• Strong understanding of ERISA regulations and fiduciary best practices.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
• 5+ years of experience in financial education, retirement plan communication, or a similar role.

Other

This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any…