Director, Financial Wellness & Retirement Education

The Director, Retirement Education & Financial Wellness spearheads impactful financial education and participant engagement for Mariner’s retirement plan clients and individuals. Blending expertise in financial wellness coaching, retirement education, and relationship management, this role empowers participants to make confident financial decisions and connects them with extended planning resources where appropriate. The director collaborates with plan sponsors, consultants, and internal teams to execute education strategies that boost engagement, financial preparedness, and plan outcomes. Serving as a trusted guide, this individual addresses a variety of financial topics and identifies opportunities for participants to benefit from Mariner’s broader advisory services.

Responsibilities

• 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.

Requirements

• 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

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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