Associate Director of IT Solutions Delivery managing IAM practices and operational efficiency at iA Financial Group. Ensuring high - quality service and customer support for Identity and Access Management.
About the role
- 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
- employee perks and discounts
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