Retirement Education Specialist: Engage Participants & Build Readiness

NBT Bancorp Inc.; Missouri; On-site; USD 62,000 - 85,000; Full time

Benefits offered by this job

Generous paid time off

Parental leave

Medical coverage with HSA

Dental and vision coverage

Life insurance

401(k) with employer match

Tuition reimbursement

Employee assistance program

Job summary

EPIC Retirement Plan Services is seeking a Retirement Plan Education Specialist in Missouri. You will develop and deliver education programs for Defined Contribution plans through group sessions, webinars, and one-on-one consultations to improve retirement readiness.

Requirements include a Bachelor's degree and 3 years in retirement plan services, plus strong communication and presentation skills. Travel is moderate; valid driver's license required.

Qualifications

• Bachelor's degree and 3 years’ experience in retirement plan services or equivalent.
• Experience in financial education, employee benefits, training, or a related field preferred.
• Experience supporting Defined Contribution retirement plans preferred.

Responsibilities

• 35% - Participant Education Delivery: Develops and delivers retirement plan education programs through individual consultations, group presentations, enrollment meetings, webinars, workshops, and virtual learning sessions.
• 25% - Client and Consultant Partnership: Partners with Retirement Plan Consultants, Relationship Managers, and Plan Sponsors to identify participant education needs and develop engagement strategies that support plan objectives.
• 20% - Program Evaluation and Improvement: Evaluates participant engagement metrics, attendance data, survey feedback, and plan utilization trends to assess program effectiveness.
• 15% - Educational Materials and Technology Support: Maintains and updates participant education materials to ensure alignment with regulatory requirements, plan provisions, industry best practices, and organizational standards.
• 5% - Performs other duties and responsibilities as assigned.

Skills

Verbal communication

Written communication

Organizational skills

Time management

Presentation skills

Facilitation skills

Analytical skills

Microsoft Office

Education delivery tech

Client relationship

Confidentiality

Education

Bachelor's degree

Tools

Microsoft Office Suite

Virtual meeting platforms

Education technology

Financial wellness tools

Job description

EPIC Retirement Plan Services is seeking a Retirement Plan Education Specialist in Missouri. You will develop and deliver education programs for Defined Contribution plans through group sessions, webinars, and one-on-one consultations to improve retirement readiness.

Requirements include a Bachelor's degree and 3 years in retirement plan services, plus strong communication and presentation skills. Travel is moderate; valid driver's license required.