• 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