Defined Contribution Engagement Strategist

Who You’ll Work With:

As the lead strategist supporting Bernstein’s Defined Contribution plan sponsor and participant communications, you will collaborate with product, sales, and service teams to understand sponsor needs and create and implement effective campaigns that support the retirement participant experience from initial conversion and enrollment through ongoing engagement and offboarding. Partnership with our 17 regional retirement specialists will be important— to understand their books of retirement plan business and determine how each client can leverage the engagement model based on specific plan needs and criteria.

You will be responsible for defining a best-practice communication strategy to maximize client value through retirement program adoption, and then deliver on that strategy. The focus is to create and deliver leading engagement programs, leveraging the best of Bernstein Wealth capabilities and retirement wellness tools, to drive successful participant outcomes. In addition, you will evolve/maintain the library of best practice participant communications ensuring the inventory remains current, compliant, and relevant. Collaboration with product and sales and service team partners is critical, along with an understanding of sponsor needs for employee communications.

What You’ll Do:

The Lead Strategist will be responsible for owning and maintaining the 401(k) participant experience by setting and driving the strategy and communication needs and voice across all media. They will create and implement effective campaigns that support the retirement participant experience from initial conversion and enrollment through ongoing engagement and offboarding. The Lead Strategist will develop engagement offerings and processes that are scalable to fit the client's existing and future needs, and partner with internal stakeholders to obtain meaningful insights about markets, clients, and competitors. They will work with regional retirement specialists and their clients to curate custom education campaigns, coordinate with the marketing team to develop and deliver communication programs, and measure and assess adoption rates and impact of all efforts. The Lead Strategist will communicate with key stakeholders on a regular basis, support critical strategic initiatives and technology enhancements as required, and maintain a strong working knowledge of the financial wellness space and competitor approaches to communication.

What We’re Looking For:

• BA/BS degree required

• Minimum 3+ years, retirement and 401(k) plan communication strategy experience preferred

• Effective project management skills with ability to multitask

• Strong communicator and collaborator

• Exceptional verbal and written communication skills

• Excellent listening and profiling skills

• Strong knowledge of investment trends, DC marketplace, and advisor best practices

• Motivated teammate with strong interpersonal, organizational, time management and problem-solving skills

• Manage multiple initiatives simultaneously ensuring on time delivery

• Holds the 7 & 63 Licenses

Who We Are:

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $120,000 to $150,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

New York, New York