OneDigital · 1 day ago
Regional Director, Employee Engagement
Berwyn, PA
Full-time
Onsite
Mid, Senior Level
$115K/yr - $125K/yr
7+ years expOneDigital is a financial services company focused on providing employer-based benefits and personalized financial planning. The Regional Director, Employee Engagement is responsible for leading and coordinating Employee Engagement efforts, ensuring effective delivery of financial education and advice strategies across the assigned region.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Deploy the national financial education and advice strategy within the assigned region, ensuring alignment with national frameworks while supporting appropriate regional execution
Coordinate education efforts across the region, including delivery by Employee Engagement educators, Wealth Advisors, Financial Planning specialists, and other qualified partners, based on client needs and engagement model
Provide guidance on the use of national education materials while supporting the development and deployment of region-specific content when needed; ensure consistent messaging and effective adoption across delivery teams
Support the design and delivery of participant education focused on retirement plans, financial wellness, and broader financial decision-making
Partner with Retirement and Wealth teams to position our financial education and advice offering with plan sponsors as an employee benefit that supports workforce financial confidence and outcomes
Provide oversight and coordination to ensure education delivery is professional, compliant, and aligned with sponsor expectations
Ensure our offerings and education programs help identify participants who would benefit from additional, individualized financial guidance beyond group education or general plan information
Support appropriate connections between participants and Wealth Advisors or financial planning resources as a continuation of the employee benefit experience
Partner with Wealth teams to maintain clarity around roles, expectations, and participant experience throughout the connection process ensuring alignment with the established national standards
Monitor and report on regional financial education and advice activity, including participant education engagement within plans and participant follow-on connections to individualized financial guidance, to support visibility, continuous improvement, and alignment with regional and national objectives
Provide direct leadership and coaching to Employee Engagement educators, Wealth Advisors, Financial Planning specialists, and other qualified partners where applicable and coordinate activity across regional delivery partners through influence and shared standards
Establish clear expectations for coverage, collaboration, and consistency across the region
Maintain strong alignment with the national teams responsible for our financial education and advice initiatives, staying current on strategy updates, evolving materials, and emerging priorities
Contribute regional feedback, insights, and best practices to inform national updates, pilots, and continuous improvement efforts
Qualification
Required
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%
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
Preferred
Prior experience supporting or leading training initiatives, education programs, or multi-office coordination strongly 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
Adam Bruckman
Chief Executive Officer
Mike Sullivan
Co-Founder & Chief Growth Officer
Recent News
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase