Participant Engagement Consultant

Overview

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This role is responsible for planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus.

Responsibilities

• Keep abreast of laws, regulations and trends that may affect plan participation.
• Develop a comprehensive understanding of retirement readiness and IRM efforts.
• Consult with prospects and plan sponsors to develop a communication strategy that drives positive results.
• Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings, webinars and leadership training programs.
• Maximize participation in the plan and increase participant savings rates.
• Track, gather, evaluate and report meeting results.
• Work directly with the plan sponsor and client relationship manager on the most effective education medium.
• Independently create plan‑specific presentation content referencing legal plan documents.
• Provide basic retirement planning, investment and financial wellness education through seminars, targeted mailing campaigns, webinars and videos.
• Ensure plan sponsors and participants receive a quality communication meeting through regular client and participant surveys.
• Report participant communication activity for all programs conducted and ensure fees are assessed.
• Actively participate in new business efforts and lead the participant communication services portion in presentations for prospects.
• Look for cross‑selling opportunities within existing client relationships to improve the participant experience.
• Assist with special participant communication team projects and mentor new communications specialist team members.

Minimum Required Skills or Competencies

• Bachelor’s degree or equivalent education and related training.
• Bilingual in English and Spanish.
• 2‑3 years of experience in the defined contribution industry or related field.
• Series65 license preferred (Registered Investment Advisor).
• Accreditation in employee benefits, investments or equivalent (ASPPA examinations).
• Excellent written and verbal communication skills.
• Consultative selling skills.
• Experienced public speaking and presentation skills.
• Project management skills, including the ability to multitask and organize priorities.
• Proficient in the use of computers and various software applications.
• Ability to travel, occasionally overnight.

Preferred Skills or Competencies

• Public speaking or presentation skills.
• 2‑3 years of direct experience as a Participant Engagement Consultant for employee benefit accounts.
• Solid foundation and understanding of 401(k) plan administration and regulations.
• Proven written skills and the ability to develop effective presentations.
• Awareness of employment fraud.

Benefits

Collaborative, idea‑sharing environment; professional development with in‑house training and tuition reimbursement; generous reward programs; paid time off; medical, dental & vision benefits; health savings account with employer contribution up to $1,100; 401(k) & 529 college savings match programs; volunteer and charitable‑giving programs; business casual dress.