Director, Financial Wellness – Retirement Education

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $125k - $175k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Serve as the primary for assigned retirement plans, participants, and client relationships by delivering ongoing financial education and support. • Partner with internal stakeholders, consultants, and employer groups to design and execute initiatives improving participant engagement and plan utilization. • Facilitate educational group meetings and one-on-one sessions, including webinars, workshops, enrollment meetings, and consultations on retirement, investing, budgeting, and financial wellness. • Provide broad-based financial guidance, helping individuals evaluate options concerning investments, insurance, tax awareness, and long-term financial planning. • Identify participant needs requiring specialized support and coordinate referrals to Mariner’s wealth management or advisory professionals. • Translate financial concepts into actionable recommendations to build participants’ financial confidence and support their personal goals. • Participate in client review meetings, presentations for prospective clients, and growth initiatives aligned with Mariner’s retirement and wealth objectives. • Deliver exceptional service execution, responsiveness, and follow-through while effectively managing multiple priorities in a fast-paced environment.

🎯 Requirements

• Bachelor’s degree in finance, business, communications, marketing, or a related discipline preferred • Minimum of ten years of experience in financial services, retirement plans, participant education, or wealth management • Expert knowledge of qualified retirement plans, investment principles, and personal financial planning concepts • Demonstrated ability to lead educational initiatives and engage diverse audiences • Proven track record of executing strategies that drive participant engagement and improve plan outcomes • Ability to provide guidance across financial wellness topics and confidently refer to internal experts when needed • Willingness and availability to travel 75% of the time

🏖️ Benefits

• Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance • Opportunities for progressive professional growth • Commitment to giving back to the community