Note: The job is a remote job and is open to candidates in USA. Mariner is a company focused on providing financial wellness and retirement education. The Director of Financial Wellness & Retirement Education leads initiatives to enhance financial education and participant engagement for clients, collaborating with various stakeholders to improve financial preparedness and plan outcomes.
Responsibilities
- 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
Skills
- 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
- Bachelor's degree in finance, business, communications, marketing, or a related discipline preferred
Benefits
- Offers Bonus
- REMOTE
- We believe in giving associates progressive opportunities
- Actively nurturing professional growth
- Giving back to the community
- We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals
- We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance
Company Overview
Company H1B Sponsorship