Serve as the primary for assigned retirement plans, participants, and client relationships by delivering ongoing financial education and support.
Partner with internal stakeholders, consultants, and employer groups to design and execute initiatives improving participant engagement and plan utilization.
Facilitate educational group meetings and one-on-one sessions, including webinars, workshops, enrollment meetings, and consultations on retirement, investing, budgeting, and financial wellness.
Provide broad-based financial guidance, helping individuals evaluate options concerning investments, insurance, tax awareness, and long-term financial planning.
Identify participant needs requiring specialized support and coordinate referrals to Mariner’s wealth management or advisory professionals.
Translate financial concepts into actionable recommendations to build participants’ financial confidence and support their personal goals.
Participate in client review meetings, presentations for prospective clients, and growth initiatives aligned with Mariner’s retirement and wealth objectives.
Deliver exceptional service execution, responsiveness, and follow-through while effectively managing multiple priorities in a fast-paced environment.

Bachelor’s degree in finance, business, communications, marketing, or a related discipline preferred
Minimum of ten years of experience in financial services, retirement plans, participant education, or wealth management
Expert knowledge of qualified retirement plans, investment principles, and personal financial planning concepts
Demonstrated ability to lead educational initiatives and engage diverse audiences
Proven track record of executing strategies that drive participant engagement and improve plan outcomes
Ability to provide guidance across financial wellness topics and confidently refer to internal experts when needed
Willingness and availability to travel 75% of the time

Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance
Opportunities for progressive professional growth
Commitment to giving back to the community

Director, Financial Wellness – Retirement Education

Key skills