OneDigital

Regional Director – Employee Engagement

OneDigital

full-time

Posted on:

Location Type: Hybrid

Location: Wall • New Jersey • Pennsylvania • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $115,000 - $125,000 per year

Job Level

Lead

About the role

  • Lead and coordinate Employee Engagement efforts across an assigned region
  • Manage people, systems, processes, and assignments for effective participant education
  • Deploy the national financial education and advice strategy within the assigned region
  • Coordinate education efforts across the region based on client needs and engagement model
  • Support the design and delivery of participant education focused on retirement plans, financial wellness, and broader financial decision-making
  • Provide oversight to ensure education delivery is professional, compliant, and aligned with sponsor expectations
  • Ensure offerings help identify participants needing individualized financial guidance
  • Provide direct leadership and coaching to Employee Engagement educators and coordinate activity across regional delivery partners
  • Maintain strong alignment with national teams responsible for financial education initiatives

Requirements

  • Bachelor’s degree in Business, Finance, Economics, Education, or a related field, or equivalent relevant experience
  • 7+ years of experience in financial education, retirement plan services, financial wellness, or a related field
  • Strong working knowledge of retirement plan fundamentals, including plan design, eligibility, contributions, vesting, distributions, loans, and rollovers
  • Solid understanding of ERISA regulations, fiduciary responsibilities, and best practices related to participant education and plan sponsor engagement
  • Foundational understanding of financial wellness and financial planning concepts, including budgeting, debt management, emergency savings, and the role of investments in long-term financial security
  • Experience designing, delivering, or supporting training or educational programs for adult learners, including group presentations and facilitated discussions
  • Ability to translate complex financial concepts into clear, accessible education for diverse participant audiences
  • Strong communication and presentation skills; comfortable presenting alongside sales, advisory, or client service teams
  • Demonstrated ability to coordinate people, processes, and materials across multiple offices or stakeholders
  • Ability to lead through direct management and/or influence, depending on organizational structure
  • Proficiency in Microsoft Office (PowerPoint, Excel, Word); CRM discipline required (Salesforce preferred)
  • Ability to operate in an evolving environment where national standards are developing and local execution must remain effective
  • Willingness to 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 the company policy
  • employee perks and discounts
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial educationretirement plan servicesfinancial wellnessplan designeligibilitycontributionsvestingdistributionsloansrollovers
Soft Skills
leadershipcoachingcommunicationpresentationcoordinationinfluenceeducation deliverytranslating complex conceptsgroup presentationsfacilitated discussions