Employee Services Manager
OneDigital(1 month ago)
About this role
The Employee Engagement Manager delivers participant financial education and supports wealth referral efforts across a designated office, market, or region. The role builds relationships with plan sponsors and participants, coordinates warm handoffs to advisory teams, and contributes to regional and national financial education initiatives. It supports business growth by improving participant outcomes through coordinated program delivery and tracking.
Required Skills
- Financial Education
- Employer Engagement
- Presentation Skills
- Communication
- Interpersonal Skills
- CRM
- Salesforce
- Microsoft Excel
- PowerPoint
- Referral Coordination
+5 more
Qualifications
- Bachelor's Degree in Business, Economics, or Finance (Preferred)
- 5+ Years Experience in Financial Education or Retirement Plan Communication
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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