Please Note: We are unable to provide visa sponsorship for this role

THE ROLE

The TEM Participant Engagement Strategy team is seeking an ambitious, client-obsessed leader with a strong track record of developing strategy, translating analytics into actionable opportunities, and driving alignment across senior stakeholders.

In this role, you will:

• Lead the development of integrated participant engagement strategy, aligning senior leaders across TEM, Workplace, and Wealth. Drive clarity and enterprise decision0making through strategic frameworks, success measures, and roadmaps.

• Develop and evaluate business cases for forward0looking initiatives, incorporating competitive landscape considerations, financial modeling, and alignment with key internal business priorities.

• Synthesize data, research, and insights to shape strategic recommendations, future0state engagement strategies, and participant service models.

• Own and manage multiple complex workstreams, ensuring disciplined execution, effective prioritization, and delivery of measurable outcomes.

• Demonstrate curiosity and passion for the TEM business and its participants, including mission0driven individuals across healthcare, higher education, and other nonprofit or skilled professional sectors.

• Lead change effectively, building strong cross0functional partnerships through empathy, adaptability, and emotional intelligence.

• Operate independently as a self0starter, while collaborating effectively within a matrixed organization.

REQUIRED SKILLS and EXPERIENCE

• Bachelor0s degree required

• 7010 years of experience in strategy or consulting roles (financial services experience preferred)

• Proven ability to independently manage large0scale, complex initiatives

• Exceptional written and verbal communication, with the ability to translate strategy into executive-level presentations

• Strong analytical capabilities, including the ability to translate large and diverse data sets into clear insights and compelling narratives

• Demonstrated experience synthesizing extensive research into structured frameworks and actionable recommendations

• Ability to thrive in dynamic, ambiguous environments while managing multiple stakeholder groups

• Positive attitude and opportunity0oriented mindset