Employee Engagement Manager

5 hours ago

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

💵 $100k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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OneDigital

WebsiteLinkedInAll Job Openings

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 Description

• 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 • 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 • 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 • 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

🎯 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%

🏖️ Benefits

• Health, wellbeing, retirement, and other financial benefits • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses per company policy • Employee perks and discounts