RP Participant Experience Specialist

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 next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

The RP Participant Experience Specialist would lead the strategy, execution, and continuous improvement of the retirement plan participant experience. In this role, you will partner with teams across Sales, Service, Product, Marketing, and Technology to identify opportunities that improve participant engagement, education, and retirement outcomes. You will serve as the voice of the participant, using market insights, customer feedback, and performance data to prioritize enhancements, drive strategic initiatives, and deliver meaningful participant communications and educational campaigns.

Key Responsibilities

• Develop and evolve participant experience strategies that support business goals and improve participant outcomes.
• Lead cross-functional initiatives that enhance participant services, communications, tools, and experiences.
• Serve as the internal advocate for participant needs and expectations.
• Measure and analyze participant and plan performance metrics to identify opportunities for improvement.
• Provide marketing and participant education consultation for key clients and support sales and service teams as a subject matter expert.

Skills and Background You'll Need

Education: Bachelor's degree communications, marketing, or similar field.

Experience: 3+ years of experience in the retirement plan industry, customer experience, participant engagement, or a related field.

• Experience leading or supporting cross-functional initiatives and driving business improvements.
• Excellent verbal and written communication skills, with the ability to translate complex financial concepts into clear, engaging messages.
• Experience using data, customer feedback, and performance metrics to inform decisions and measure success.

• Experience developing participant education, marketing campaigns, or customer communication strategies.
• Knowledge of defined contribution retirement plans and participant behavior trends.
• Experience collaborating with sales, service, product, marketing, and technology teams.
• Strong presentation, consulting, and stakeholder management skills.
• Ability to thrive in a fast-paced environment with changing priorities and ambiguous challenges.
• Excellent teamwork and collaboration skills.

Key Behaviors of a Successful Candidate

• Customer Focus: Anticipates and understands customer needs, advocates for the customer perspective, and uses insights to improve experiences, services, and outcomes. Serves as the voice of retirement plan participants in strategic and operational decisions.
• Collaboration: Builds effective partnerships across departments, shares knowledge, and works through others to achieve organizational goals. Brings together stakeholders across Sales, Service, Product, Marketing, and Technology to deliver participant-focused solutions.
• Adaptability: Sees possibilities in changing circumstances, accepts and understands change, and alters behavior as necessary. Adjusts quickly to evolving participant expectations, market trends, and business priorities.

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

$76,250.00 - $111,500.00