OneDigital · 1 month ago
Employee Engagement Manager
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $110K/yr
5+ years expOneDigital is a financial services company focused on providing employer-based benefits and personalized financial planning. The Employee Engagement Manager plays a key role in delivering impactful participant education and supporting wealth referral efforts, building relationships with plan sponsors and participants to enhance financial wellness experiences.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Deliver engaging financial education to participants across multiple channels, including in-person sessions, webinars, and digital communications
Support the implementation of workplace financial wellness initiatives in partnership with plan sponsors and HR teams
Serve as a point of contact for participant questions and follow-up, helping connect individuals to additional guidance or advisory support as appropriate
Identify qualified participant leads through education sessions, one-on-one conversations, and workplace engagements
Facilitate warm handoffs to Wealth Advisors and Retirement Plan Consultants, ensuring a seamless participant experience
Support regional alignment between Retirement and Wealth teams by coordinating segmented lead routing based on geography or office structure
Collaborate regularly with Employee Engagement team members, Retirement Plan Consultants, and Wealth Advisors to execute on regional goals
Contribute to national Financial Education & Guidance (FE&G) initiatives and integrate best practices into local delivery
Maintain accurate activity tracking and documentation using CRM platforms
Gather participant feedback and sponsor input to inform adjustments to educational content or delivery methods
Assist with tracking engagement metrics and referral outcomes, supporting visibility to internal stakeholders and plan sponsors
Stay current on financial education trends and tools to enhance participant engagement
Qualification
Required
Strong understanding of ERISA regulations and fiduciary best practices
Excellent communication, presentation, and interpersonal skills
Ability to work and make decisions independently
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Proven success with multi-tasking and managing priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
Regular and predictable attendance is required
Business travel up to 25%
5+ years of experience in financial education, retirement plan communication, or a similar role
Preferred
Salesforce preferred
Bachelor's degree in Business, Economics, Finance, or a related field (preferred)
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
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase