8 days old

Retirement Savings Advocacy Officer

Pew Charitable Trusts
Washington, DC 20004
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  • Job Code
    149551919
The Government Performance Portfolio within Program
Pew's government performance work identifies and advances effective approaches to help solve complex challenges at all levels of government in the United States.

The portfolio's work can be traced back to our founders' early efforts to improve the lives of Americans by supporting efforts that promoted health, civic engagement, and democratic ideals.Today, we conduct research on emerging topics, develop data-driven reports, and highlight innovative, non-partisan approaches in addressing complex problems at the federal, state, and local levels as well as the interplay that can occur between jurisdictions. Current initiatives focus on health, fiscal and economic policy, and safety and justice, and take into account significant trends such as evolving technologies, and the increasing racial and ethnic diversity in the United States population.



Our teams explore and advance effective, evidence-based policies using credible, timely, and accessible research, assessing public support for change, identifying approaches that have proved successful elsewhere, and bringing together diverse perspectives to find common ground. We work in collaboration with organizations that share our commitment to rigorous research, measurable results, and public service, and we focus on developing durable policy change. In addition, our teams use strategic outreach and dissemination to ensure that good information is widely communicated to decision-makers, media, influential stakeholders, and the public.

Family Economic Stability Unit

The retirement savings project is part of the Family Economic Stability (FES) unit within Pew's Government Performance portfolio. The projects in the FES Unit assess and, where warranted, promote nonpartisan, evidence-based solutions to improve the financial health of the American family and the safety and transparency of consumer financial markets. The portfolio will explore several related issues that focus on families' ability to save for the future, build secure equity in homes, borrow for education and manage their funds safely and wisely, and move up the economic ladder. Included in this portfolio of work is research that will explore the current financial condition of diverse families and examine the effectiveness of policies designed to spur short-term and retirement savings.

Retirement Savings

A significant body of research has documented that many Americans in the private sector are struggling to build enough personal savings (beyond funds accumulated through Social Security or pensions) to meet basic expenses in retirement. In fact, the gap between what families save and what they will need for retirement is expected to grow over time. With the continuing decline of traditional pensions and potential reductions to Social Security benefits in the future, younger Americans will likely need to rely even more heavily on workplace-based retirement and personal savings.

This project provides and disseminates rigorous research to advance policy solutions at the state and federal level about how to help families increase their private savings. The focus of the project will be on an innovative policy solution in which private sector employees without a retirement plan at work are automatically enrolled in a savings program with the ability to opt out at any time. Specifically, the project will provide highly credible, independent, nonpartisan research to support these solutions, including: how leading state and federal proposals can increase retirement savings, including for communities of color who have been historically underserved by financial services; the fiscal impact of insufficient retirement savings; and how a no-cost retirement plan benefits small businesses. The project will extensively engage influential policymakers, thought leaders, business organizations, and advocates in discussions that address these questions and work to identify policy solutions that could assist families in increasing their retirement savings.

Position Overview

The officer, policy, retirement savings is part of a small project team that works with Pew's communications, fundraising and government relations staff, as well as external consultants and survey firms. The successful candidate will become an integral part of the project team, helping to lead its outreach, technical assistance, and in limited cases advocacy work.

The position, based in Pew's Washington, D.C., office reports to the project director, retirement savings. The position has a set time frame that could be extended based on the success of the program, funding sources and board decisions on continued support.

Responsibilities

  • Assist in developing and implementing a strategy for achieving external policy objectives.
    • In coordination with the project director and the senior officer for policy, assist in creating an overall strategy for achieving external project objectives and Board deliverables.
    • Create project action plans and measurable milestones for specific deliverables with feasible timelines.
    • Help identify and select external resources, such as vendors, consultants, or stakeholder collaborators.
    • Coordinate with internal units at Pew, such as other project teams and support units, as well as with external stakeholders in the development of the project's strategy.
  • Execute efforts in support of achieving external policy goals.
    • Assist the project director in executing strategic plan and enforcing timelines.
    • As appropriate, coordinate and manage relationships with contractors, working closely with them to conceptualize, design, and review activities that will achieve key deliverables for the project.
    • Work with internal operations' staff to develop and execute contracts related to external policy goals. Evaluate proposals; oversee the contracting process; ensure that deliverables are met in a timely manner; maintain sound budgeting records; and work with operations staff to meet institutional requirements.
    • Work with project staff associates or external consultants as appropriate, including the development and dissemination of research in support of external deliverables.
    • Coordinate with Pew colleagues and collaborators at other institutions.
    • Delegate tasks to specific team members as appropriate.
    • Identify key stakeholders and policymakers and develop relationships and meeting with policymakers in support of project goals.
  • Communicate project developments to diverse audiences.
    • Draft communication materials based on project research, translating complex and highly academic language into clear and compelling narratives for a public and policymaker audience.
    • Represent the project publicly at conferences and other external events, presenting and helping to disseminate the project's research.
    • Serve as a spokesperson to the media on project research, providing interviews for print, television, social media, and radio as opportunities arise.
    • Engage in outreach to policymakers, industry representatives, advocates, and other stakeholders.
  • Manage internal compliance requirements for the project's external activities.
    • Work with Pew's Legal and Government Relations teams to ensure that government affairs contracts meet internal and external standards.
    • Ensure that internal tracking of staff time spent on external activities is properly recorded for internal and external compliance requirements.
    • Working with the senior officer, policy, act as a liaison with internal support units, such as Government Relations, Government Performance, and Legal, in order to ensure that all affected personnel are aware of the project's activities and goals.
  • Acquire and maintain broad knowledge of retirement policy trends at the state and federal levels; track relevant demographic, employer, and financial services trends; follow emerging academic research; and ensure project team is notified of key developments in these areas.
  • Perform other project-related duties as necessary, including within the Family Economic Stability unit and throughout Pew.
  • Identify opportunities for collaboration with other Pew projects.


  • Bachelor's degree or equivalent experience required. Experience in economics, sociology, public policy, or related social science discipline is a plus.
  • At least eight years of specialized and directly applicable experience is required. Research and analytical skills are a plus.
  • A strong public policy focus and extensive experience in communicating and advancing effective public policy is required.
  • Experience developing and leading multi-pronged advocacy or outreach campaigns at the state or federal level is highly preferred.
  • Excellent written and oral communication skills, including ability to synthesize and summarize policy research findings and recommendations in a clear, effective manner is required.
  • As a critical member of the project team, the officer must have:
    • Strong interpersonal skills, with ability to collaborate effectively with others from industry, academic, policy and advocacy backgrounds.
    • Demonstrated time- and project-management skills, including the ability to meet multiple deadlines by maintaining a high level of organization.
    • An ability to make decisions after contemplating various courses of action, justify recommendations with evidence or clear reasoning, and be responsive, clear and resolute when appropriate.
    • An ability to juggle multiple priorities and adjust to changing circumstances while maintaining attention to details.
    • The capacity to resolve problems creatively and logically.
    • The ability to fit into the creative, fast-paced and highly professional corporate culture of Pew, which emphasizes teamwork while requiring a high level of personal excellence.

Travel

This position may involve frequent travel to meet with policymakers and external stakeholders or to attend conferences and meetings.

Total Rewards

We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to maintain a good balance.

The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.



PI149551919

Posted: 2021-10-07 Expires: 2021-11-08

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Retirement Savings Advocacy Officer

Pew Charitable Trusts
Washington, DC 20004

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