Regional Director overseeing Employee Engagement efforts for OneDigital's financial education initiatives. Leading teams and coordinating financial wellness activities within assigned regions.
Responsibilities
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
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