Director, Participant Engagement Strategy

skillventory - A Leading Talent Research Firm

Director of Participant Engagement Strategy with a focus on enhancing engagement for mission-driven institutions. Leading cross-functional teams and building strategies for participant engagement in financial services.

Posted 4/24/2026full-timeSmithfield • New Hampshire, Rhode Island • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Lead the development of integrated participant engagement strategy, aligning senior leaders across TEM, Workplace, and Wealth.
Drive clarity and enterprise decision‑making through strategic frameworks, success measures, and roadmaps.
Develop and evaluate business cases for forward‑looking initiatives, incorporating competitive landscape considerations, financial modeling, and alignment with key internal business priorities.
Synthesize data, research, and insights to shape strategic recommendations, future‑state engagement strategies, and participant service models.
Own and manage multiple complex workstreams, ensuring disciplined execution, effective prioritization, and delivery of measurable outcomes.
Demonstrate curiosity and passion for the TEM business and its participants, including mission‑driven individuals across healthcare, higher education, and other nonprofit or skilled professional sectors.
Lead change effectively, building strong cross‑functional partnerships through empathy, adaptability, and emotional intelligence.
Operate independently as a self‑starter, while collaborating effectively within a matrixed organization.

Requirements

What you’ll need

Bachelor’s degree required
7–10 years of experience in strategy or consulting roles (financial services experience preferred)
Proven ability to independently manage large‑scale, complex initiatives
Exceptional written and verbal communication, with the ability to translate strategy into executive-level presentations
Strong analytical capabilities, including the ability to translate large and diverse data sets into clear insights and compelling narratives
Demonstrated experience synthesizing extensive research into structured frameworks and actionable recommendations
Ability to thrive in dynamic, ambiguous environments while managing multiple stakeholder groups

Benefits

Comp & perks

Flexible working hours
Professional development opportunities
Health insurance
Retirement plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingdata synthesisstrategic frameworksbusiness case developmentcompetitive landscape analysismeasurable outcomesanalytical capabilitiesexecutive-level presentationsstructured frameworksactionable recommendations

Soft Skills

leadershipempathyadaptabilityemotional intelligencecommunicationcuriosityself-startercollaborationprioritizationexecution

Certifications

Bachelor's degree