Company
Financial Services
Director,ParticipantEngagementStrategy
Neural analysis suggests this role is
optimal for Director candidates.
“Director, Participant Engagement Strategy. Skills: Participant engagement strategy, Business cases, Data synthesis. Lead the development of integrated participant engagement strategy. Develop and evaluate business cases”
What You'll Achieve.
Drive clarity and enterprise decision‑making; Deliver measurable business outcomes; Deliver measurable outcomes
Industry & Context.
Translating analytics into actionable opportunities; Translating data into insights; Translating strategy into recommendations
Unable to provide visa sponsorship
What They're Looking For.
Must Have
Bachelor's degree required, 7–10 years of experience in strategy or consulting roles, Proven ability to independently manage large‑scale, complex initiatives, Exceptional written and verbal communication, analytical capabilities, Demonstrated experience synthesizing extensive research into structured frameworks and actionable recommendations, Ability to thrive in dynamic, ambiguous environments while managing multiple stakeholder groups
Nice to Have
financial services experience preferred
What You'll Do.
Lead the development of integrated participant engagement strategy
Develop and evaluate business cases
Own and manage multiple complex workstreams
Demonstrate curiosity and passion for the TEM business
Lead change effectively
Operate independently as a self‑starter
How You'll Work.
Team & Collaboration
Aligning senior leaders across TEM, Wealth, and Workplace; Building cross‑functional partnerships; Collaborating effectively within a matrixed organization
Communication Scope
Exceptional written and verbal communication; Translate strategy into executive-level presentations; Compelling narratives
Process & Methodology
Manage large‑scale, complex initiatives, Disciplined execution, Effective prioritization
Full Job Description
## ## Job Description: **Please Note: We are unable to provide visa sponsorship for this role** ** _THE TEAM_** **** **Our Mission** We serve those who serve others. The Tax Exempt Market (TEM) supports mission driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well being. **** **Strategic Partnership** The TEM Participant Engagement Strategy team**** collaborates closely with TEM Product Leadership and two participant-facing distribution channels: * **TEMPA** (TEM Planning and Advice) * **WEPA** (Workplace Education, Planning and Advice) Together, these channels deliver personalized education and planning experiences to workplace participants – both virtually and on-site. The TEM Participant Engagement Strategy team partners with TEM and Wealth leadership to drive B2B2C innovation, optimize service models, and ensure distribution channels are aligned to deliver measurable business outcomes. **** **_THE ROLE_** The TEM Participant Engagement Strategy team is seeking an ambitious, client-obsessed leader with a strong track record of developing strategy, translating analytics into actionable opportunities, and driving alignment across senior stakeholders. In this role, you will: * **Lead the development of integrated participant engagement strategy** , aligning senior leaders across TEM, Workplace, and Wealth. Drive clarity and enterprise decision‑making through strategic frameworks, success measures, and roadmaps. * **Develop and evaluate business cases for forward‑looking initiatives** , incorporating competitive landscape considerations, financial modeling, and alignment with key internal business priorities. * **Synthesize data, research, and insights** to shape strategic recommendations, future‑state engagement strategies, and participant service models. * **Own and manage multiple complex workstreams** , ensuring disciplined execution, effective prioritization, and deli
Applying for this Director, Participant Engagement Strategy role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about this company?
Real rants from real employees. Read before you apply.