Regional Director, Employee Engagement
- Remote, United States
- Lead
- Posted 13 days ago
or apply from Claude / ChatGPT / Muse
Lead financial education and engagement work across a region, managing educators or guiding them indirectly, and turn participant sessions into wealth referrals.
About the role
Someone who can keep a scattered group of educators aligned on shared materials and practices fits here. The role links retirement and wealth leaders so the education offer lands well with plan sponsors.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Lead
- Skills
- Retirement plans, Financial wellness, Financial education
- Visa
- No sponsorship
- Posted
- 16 Oct 2026
- Last checked
- 27 Oct 2026
What you will do
- Roll out the national financial education strategy in your region while allowing for local execution
- Coordinate sessions run by educators, advisors and planning specialists, and guide use of national materials
- Work with retirement and wealth teams to present the education offer to plan sponsors
What they look for
- Eligibility to work in the United States without visa or residency sponsorship
- Experience leading people or influencing across geographies
- A grasp of retirement plans and financial wellness topics
- Skill at managing systems, processes and assignments
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
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- 3The form fills itselfName, email, experience and screening questions, field by field.
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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job veybjytlsnQuestions about this job
Is this job fully remote, and from where?
The posting lists it as remote for people in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is a lead role. The posting asks for: eligibility to work in the United States without visa or residency sponsorship; experience leading people or influencing across geographies; a grasp of retirement plans and financial wellness topics. Skills it names include Retirement plans, Financial wellness, Financial education.
How do I apply with Keywordise AI?
Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.
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