Retirement Participant Experience Strategist

The Standard; Portland (OR); On-site; USD 76,000 - 112,000; Full time

Benefits offered by this job

401(k) with company match

Annual incentive bonus plan

Paid time off and holidays

Wellness days and volunteer hours

Job summary

The Standard is seeking an RP Participant Experience Specialist to lead the strategy for the retirement plan participant experience, collaborating with Sales, Service, Product, Marketing, and Technology to identify opportunities that improve engagement and outcomes.

You will serve as the voice of the participant, using market insights and performance data to prioritize enhancements, drive strategic initiatives, and deliver meaningful participant communications and educational campaigns.

Qualifications

• Bachelor's degree in communications, marketing, or a related field.
• 3+ years of experience in the retirement plan industry, CX, or related field.
• Experience leading cross-functional initiatives and driving improvements.
• Strong written and verbal communication, able to translate financial concepts.
• Experience with data, feedback, and metrics to measure success.

Responsibilities

• Lead strategy, execution, and continuous improvement of the retirement plan participant experience.
• Partner with Sales, Service, Product, Marketing, and Technology to identify opportunities that improve engagement, education, and outcomes.
• Serve as the voice of the participant, using market insights and performance data to prioritize enhancements and drive initiatives.
• Deliver meaningful participant communications and educational campaigns.

Skills

Cross-functional leadership

Customer experience

Financial communications

Data-driven decisions

Stakeholder management

Presentation skills

Education

Bachelor's degree

Job description

The Standard is seeking an RP Participant Experience Specialist to lead the strategy for the retirement plan participant experience, collaborating with Sales, Service, Product, Marketing, and Technology to identify opportunities that improve engagement and outcomes.

You will serve as the voice of the participant, using market insights and performance data to prioritize enhancements, drive strategic initiatives, and deliver meaningful participant communications and educational campaigns.