Senior Manager Advisory and Planning

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

This position is responsible for managing dedicated team(s) to support select Mega clients. This will include managing a team that provides guidance, advice, professional account management (MTR), financial wellness and financial planning. It encompasses all services that support first dollar in to last dollar out solutions for participants – including distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. 

What you will do: 

• Build and maintain a sales culture focused on Empower’s company values, productivity, effectiveness and customer outcomes. 

• Lead team meetings, implementing morale building programs, assisting in training and interact with other departments to implement enhancements and/or changes impacting the internal or external customer experience. 

• Lead a team of highly experienced and registered representatives dedicated to providing premier service to our Mega clients through Empower’s RSG team. 

• Coordinate and collaborate across departments including LMN team, Customer Care Center, and RSG teams to align service delivery and best practices. 

• Monitor team performance, providing regular coaching, feedback, and appraisals to improve morale and enhance outcomes. 

• Develop, monitor, and maintain service and outcome standards to enhance experience of each caller and increase impact rates. 

• Act as the principal for assigned representatives, ensuring compliance through regular audits, supervision, documentation, and resolution of escalated participant issues.  

• Identify trends in escalated issues and proactively addresses with staff. 

• Functions included in this team: My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer’s needs. 

• Coaches, writes and delivers effective performance feedback and appraisals for all team members, addresses any team performance issues, tracks team members' attendance and leave schedules. 

• Maintain appropriate headcount targets and retention of Consultants through hiring, recognition and promotions. 

• Support the ongoing editing of existing content and creations of new guidelines and sales material for Retirement Consultants. 

• Drive operational excellence by addressing and reducing errors and escalations. 

• Instill a culture of coaching and consistent feedback, while supporting individual goals, projects and company meetings as necessary. 

What you will bring:

• Bachelor's Degree or an equivalent combination of education and professional work experience. 

• FINRA Series 7, 63, 65 and 24 registrations required

• FINRA fingerprinting required 

• 3-5 years of leadership experience 

• 2-4 years demonstrated success in financial services and relatable sales experience  

What will set you apart:

• Ability to handle stressful situations and effectively manage experienced associates and sophisticated customer concerns. 

• Motivated, self-starter with the ability to master new information quickly and independently. 

• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment. 

• Advocates team review and continuous development of processes to create best practices. 

• Leads by example, fostering and environment that encourages professional growth and promotes sharing of best practices and organizational learning. 

• Actively facilitates and reinforces a customer-focused culture; employs critical thinking and problem solving while taking a new perspective on existing solutions to promote customer loyalty. 

• Quickly identifies and clearly addresses customer-impacting training and performance gaps. 

• Advocates customer and associate input, takes action, delegates and/or addresses with leadership in order to remedy procedural, systemic and/or resource constraints. 

• Manages and measures work; mitigates risks and creates efficiencies. 

• Networks cross-functionally, encouraging and facilitating communications and best practice sharing within and across individuals, team, departments and/or sites. 

• Openly and genuinely gives credit to other and actively showcases success stories; refrains from creating silos or speaking as us vs. them ; avoids blaming, and models personal accountability 

• Excellent written, verbal, consulting and presentation skills 

• Manages resources, priorities, sets goals and objectives; develops performance expectations 

• Proficient knowledge of Windows, Microsoft Office Software (Word, Excel,  

• PowerPoint, Excel, etc.) and various file manipulation skills on a PC 

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

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What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

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