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Retirement Communication & Education Specialist

Heartland Financial

in Telecommute / Dubuque IA / AZ / CO / TX / WI

Logo for Heartland Financial

Heartland Financial is seeking a Retirement Communication & Education Specialist to support our growing team. The ideal location for this role is Dubuque, Iowa, but for the right candidate we are open to remote work.

The Retirement Communication & Education Specialist supports the development of programs which reach out to retirement plan sponsors and participants of wholly-owned subsidiary banks of Heartland Financial USA, Inc. This position is the key developer of content related to the Retirement Plan Services (RPS) team and serves as the main liaison between RPS and Marketing to consult on the design and production of marketing collateral and provides support for sales in the preparation of proposal presentations, benchmarking analyses, and prospecting research.

RESPONSIBILITIES:

  • Manages writes, edits, and ensures the accuracy of communication and marketing material for RPS.
  • Establishes, maintains, and continues to evolve a virtual participant education program to increase employees’ preparedness for a successful retirement, including:
    • Enrollment and ongoing education presentations which highlight plan features and encourage participation and utilization of the RPS website for plan participants.
    • Series of educational modules provided to participants in retirement plans, financial literacy webinars, and communications. 
  • Responsible for the overall customer experience of the RPS websites; ensuring ease of use and access, up-to-date information and branding.
  • Provides support to the RPS Business Development Officers in preparing information used in sales presentations, such as RFPs, benchmarks, and proposals.
  • Completes projects and assignments for RPS as requested by department managers.

QUALIFICATIONS:

  • Bachelor’s degree
  • 3-5 years’ experience creating and managing marketing collateral for financial services.
  • Well versed in Qualified Plans and retirement planning concepts.
  • Demonstrated skills and experience creating high impact messages and presentations.
  • Advanced skills in presentation and educational software.
  • Knowledge of business analytics associated with marketing campaigns.
  • Excellent attention to detail, including strong writing, editing, and proof reading skills.

OUR CULTURE

Heartland Financial is a diversified financial services company based in Dubuque, Iowa. Our family of 11 community banks are in the Midwest and Western United States. Each of our member banks serves customers with local decision-making supported by big bank resources. Relationships have been the core of our company since its founding in 1981. That’s why we’re deeply invested in the communities we serve and why our clients often refer to us as their partners.

How to Apply

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