Participant Experience Specialist

Job Description:

• Develop and evolve participant experience strategies supporting business goals and improving participant outcomes
• Lead cross-functional initiatives enhancing participant services, communications, tools, and experiences
• Serve as the internal advocate for participant needs and expectations
• Measure and analyze participant and plan performance metrics to identify improvement opportunities
• Provide marketing and participant education consultation for key clients
• Support sales and service teams as a subject matter expert
• Partner with Sales, Service, Product, Marketing, and Technology teams
• Use market insights, customer feedback, and performance data to prioritize enhancements
• Drive strategic initiatives and deliver participant communications and educational campaigns

Requirements:

• Bachelor's degree in communications, marketing, or similar field
• 3+ years of experience in the retirement plan industry, customer experience, participant engagement, or a related field
• Experience leading or supporting cross-functional initiatives and driving business improvements
• Excellent verbal and written communication skills
• Ability to translate complex financial concepts into clear, engaging messages
• Experience using data, customer feedback, and performance metrics to inform decisions and measure success
• Experience developing participant education, marketing campaigns, or customer communication strategies
• Knowledge of defined contribution retirement plans and participant behavior trends
• Experience collaborating with sales, service, product, marketing, and technology teams
• Strong presentation, consulting, and stakeholder management skills
• Ability to thrive in a fast-paced environment with changing priorities and ambiguous challenges
• Excellent teamwork and collaboration skills
• Must pass criminal background investigation and employment, education, and licensing verification
• Must be bondable

Benefits:

• Medical, dental, and vision insurance
• 401(k) plan with matching company contributions
• Annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
• PTO increases with tenure
• Career growth and advancement opportunities
• Paid parental leave
• Adoption/surrogacy assistance
• Employee giving program that double matches donations to eligible nonprofits and schools
• Work-life balance support
• Supportive, responsive management approach