Senior Education Analyst

Overview

A financial services organization is seeking a Senior Education Analyst to join their Participant Experience Consulting team. This role focuses on driving positive participant outcomes and enhancing financial wellness for employees nationwide by collaborating with clients, financial professionals, and internal teams to design and implement strategic retirement education meeting solutions.

Responsibilities

• Collaborate with clients and internal teams to plan and execute education meeting strategies aligned with client objectives.
• Evaluate plan design and participant data, incorporating services and technologies to recommend strategic approaches.
• Work with clients to identify relevant education topics and participant outcomes, adapting presentations and resources to address plan-specific features, financial concepts, and behavioral goals.
• Partner with Relationship Managers and Participant Experience Consultants to prepare detailed annual education meeting proposals.
• Analyze plan demographics and industry trends to guide recommendations and improve participant outcomes.
• Ensure educational materials meet regulatory standards and quality requirements.
• Manage distribution of resources across multiple platforms.

Requirements

• Minimum of 2 years of related experience with Qualified Plans (401k, 403b, Pension plans), including investments, plan design, administration, services, compliance, or marketing; equivalent experience through work, training, military service, or education is also considered.
• Associate or Bachelor's degree preferred.
• Strong analytical and critical thinking skills with the ability to convert data into actionable insights.
• Consultative skills and ability to collaborate effectively across departments and maintain positive relationships with clients, financial professionals, and internal teams.

Preferred Qualifications

• Effective presentation, influence, and negotiation skills.
• Excellent verbal and written communication abilities.
• Strong decision-making and problem-solving skills.

Compensation & Benefits

• Salary range: $55,800 - $100,800 per year (non-exempt hourly or exempt yearly as applicable).
• Opportunity to participate in a bonus program for non-sales roles; sales roles may be eligible for sales incentives and bonuses.
• Flexible Time Off (FTO) program for salaried employees, allowing paid time away without accrual or set limits.
• Pension eligibility.

Work Environment & Location

• Options for in-office, hybrid (minimum three office days per week), or remote work arrangements.
• Remote work available only for candidates residing more than 30 miles from Des Moines, IA; Charlotte, NC; or Raleigh, NC.
• Work schedule and location to be determined in collaboration with leadership.

Work Authorization

• Applicants must have current authorization to work in the United States without the need for immigration sponsorship now or in the future.
• Sponsorship is not available for visa types including but not limited to F1-OPT, F1-CPT, H-1B, TN, L-1, J-1.

Additional Information

• Positions related to asset management may require adherence to an Investment Code of Ethics concerning personal and business conduct and trading activities.
• The organization is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
• Applications are accepted for a limited window following the posting date; timely submission is encouraged.
• Artificial intelligence tools may be used to assist in reviewing applications, but final hiring decisions involve human recruiters.