TAPS | Financial Advisor – Remote PA

The Employee Engagement Manager delivers impactful participant education and supports wealth referral efforts across a designated office, market, or region. This role builds

relationships with plan sponsors and participants, facilitates the identification and warm handoff of wealth referrals, and collaborates with cross-functional teams to ensure high-quality financial wellness experiences. The manager plays an essential role in advancing participant outcomes and supporting business growth through coordinated delivery of education programs and referral pathways.

Essential Duties and Responsibilities (includes but is not limited to):

Participant Education & Employer Engagement

· Deliver engaging financial education to participants across multiple channels, including in-person sessions, webinars, and digital communications.

· Support the implementation of workplace financial wellness initiatives in partnership with plan sponsors and HR teams.

· Serve as a point of contact for participant questions and follow-up, helping connect individuals to additional guidance or advisory support as appropriate.

Team Collaboration & Program Execution

· Collaborate regularly with Employee Engagement team members, Retirement Plan

Consultants, and Wealth Advisors to execute on regional goals.

· Contribute to national Financial Education & Guidance (FE&G) initiatives and integrate best practices into local delivery.

· Maintain accurate activity tracking and documentation using CRM platforms

Data Collection & Continuous Improvement

· Gather participant feedback and sponsor input to inform adjustments to educational content or delivery methods.

· Assist with tracking engagement metrics and referral outcomes, supporting visibility to internal stakeholders and plan sponsors.

· Stay current on financial education trends and tools to enhance participant engagement.

Qualifications, Skills and Requirements:

· Strong understanding of ERISA regulations and fiduciary best practices.

· Excellent communication, presentation, and interpersonal skills.

· Ability to work and make decisions independently.

· Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).

· Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.

· Proven success with multi-tasking and managing priorities effectively.

· Ability to adapt to a rapidly changing business and technology environment.

· Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.

· Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.

· Regular and predictable attendance is required.

· Business travel to local sites 50% to 75%.

Education, Training and Experience:

· Bachelor’s degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.

· 5+ years of experience in financial education, retirement plan communication, or a similar role.