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Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital , we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.
Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital . In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.
Our Newest Opportunity:
Summary:
The Regional Director, Employee Engagement is responsible for leading and coordinating Employee Engagement efforts across an assigned region, ensuring consistent deployment of OneDigital 's financial education and advice strategy. This role focuses on managing people, systems, processes, and assignments so that Employee Engagement educators are equipped, aligned, and effective in delivering participant education and generating high-quality Wealth referrals. This role may directly oversee a team of Employee Engagement educators or lead through influence across geographies, using clear frameworks, shared materials, and consistent operating practices. This role works closely with both Retirement and Wealth leaders and serves as a key partner in positioning, executing, and reporting of our financial education and advice offering with plan sponsors, advisors, and leadership.
Essential Duties and Responsibilities:
Employee Engagement Strategy & Deployment
Deploy the national financial education and advice strategy within the assigned region, ensuring alignment with national frameworks while supporting appropriate regional execution.
Coordinate education efforts across the region, including delivery by Employee Engagement educators, Wealth Advisors, Financial Planning specialists, and other qualified partners, based on client needs and engagement model.
Provide guidance on the use of national education materials while supporting the development and deployment of region-specific content when needed; ensure consistent messaging and effective adoption across delivery teams.
Participant Education & Sponsor Engagement
Support the design and delivery of participant education focused on retirement plans, financial wellness, and broader financial decision-making.
Partner with Retirement and Wealth teams to position our financial education and advice offering with plan sponsors as an employee benefit that supports workforce financial confidence and outcomes.
Provide oversight and coordination to ensure education delivery is professional, compliant, and aligned with sponsor expectations.
Participant Support & Advisor Connection
Ensure our offerings and education programs help identify participants who would benefit from additional, individualized financial guidance beyond group education or general plan information.
Support appropriate connections between participants and Wealth Advisors or financial planning resources as a continuation of the employee benefit experience.
Partner with Wealth teams to maintain clarity around roles, expectations, and participant experience throughout the connection process, ensuring alignment with the established national standards.
Monitor and report on regional financial education and advice activity, including participant education engagement within plans and participant follow-on connections to individualized financial guidance, to support visibility, continuous improvement, and alignment with regional and national objectives.
People Leadership & Team Coordination
Provide direct leadership and coaching to Employee Engagement educators, Wealth Advisors, Financial Planning specialists, and other qualified partners where applicable, and coordinate activity across regional delivery partners through influence and shared standards.
Establish clear expectations for coverage, collaboration, and consistency across the region.
National Connectivity & Continuous Improvement
Maintain strong alignment with the national teams responsible for our financial education and advice initiatives, staying current on strategy updates, evolving materials, and emerging priorities.
Contribute regional feedback, insights, and best practices to inform national updates, pilots, and continuous improvement efforts.
Qualifications, Skills and Requirements:
Strong working knowledge of retirement plan fundamentals, including plan design, eligibility, contributions, vesting, distributions, loans, and rollovers.
Solid understanding of ERISA regulations, fiduciary responsibilities, and best practices related to participant education and plan sponsor engagement.
Foundational understanding of financial wellness and financial planning concepts, including budgeting, debt management, emergency savings, and the role of investments in long-term financial security.
Experience designing, delivering, or supporting training or educational programs for adult learners, including group presentations and facilitated discussions.
Ability to translate complex financial concepts into clear, accessible education for diverse participant audiences.
Strong communication and presentation skills; comfortable presenting alongside sales, advisory, or client service teams.
Demonstrated ability to coordinate people, processes, and materials across multiple offices or stakeholders.
Ability to lead through direct management and/or influence, depending on organizational structure.
Proficiency in Microsoft Office (PowerPoint, Excel, Word); CRM discipline required (Salesforce preferred).
Ability to operate in an evolving environment where national standards are developing and local execution must remain effective.
Willingness to travel up to 25%.
Education, Training and Experience:
Bachelor's degree in Business, Finance, Economics, Education, or a related field, or equivalent relevant experience.
7+ years of experience in financial education, retirement plan services, financial wellness, or a related field.
Prior experience supporting or leading training initiatives, education programs, or multi-office coordination strongly preferred.
The typical base pay range for this role nationwide is $75,000 to $95,000 per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
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OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
