Senior Director Retirement Consultation

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.

Continue to build your rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.

We have three openings among our LMN and RPAT teams.

The Senior Director Retirement Consultation will be responsible for continuing to build and grow teams and initiatives within WPA. In this role, you will oversee talent, processes, strategy, staffing, culture, performance targets, service and relationships to ensure the teams they oversee are successful.

• Achieve performance and revenue metrics, asset retention and growth, headcount, and budget targets for division. Asset retention and growth targets include retail performance, plan asset retention (SIP), managed account products, roll-in performance if/where applicable, and wealth management referrals
• Champion and drive advice delivery and adoption/ referrals
• Partner with workplace and relationship leaders to develop and deliver best in class participant advice/ education offerings
• Manage "Affiliated" channels for Wealth Management book and drive adoption of services and offerings
• Deliver referrals to respective Private Client, Wealth Management and Investment Services segments in EPW
• Manage campaigns, lead flows, and volumes to ensure healthy pipeline of lead opportunities to teams
• Refine compensation plans, recognition programs, progressive disciplinary procedures, performance practices and other management processes
• Communicate business strategy, updates and expectations to organization to ensure awareness and manage culture, expectations, productivity and behaviors across team
• Partner with product, technology, marketing to design value-add, client-centric and profitable offerings
• Manage hiring, training and development of associates to proficient levels around retirement plans, investments, plan rules/ policies, retirement regulations
• Develop managers, oversee performance plans and coaching
• Ensure associates have required licensing, credentials, capabilities and knowledge to perform jobs well
• Oversee customer escalations, error correction process, and root issue identification to improve processes
• Perform and deliver business performance reviews, analyze trends, and implement initiatives to constantly improve outcomes

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

• FINRA Series 7, 24 (or 9 & 10), 63 registrations required within corporate-established timelines

• FINRA fingerprinting required
• 7-10+ years demonstrated success in financial services and/or leadership
• 2-5+ years of management experience
• Expert managing multiple priorities and ability to handle stressful situations and people on a daily basis
• Solves complex problems; takes a new perspective on existing solutions
• Advanced consulting skills
• Motivated, self-starter with the ability to master new information quickly and independently
• In-depth understanding of individual investments, IRAs/ taxable vehicles, mutual funds/ stocks/ bonds, retirement investment products/services and the qualified retirement plan environment
• Actively facilitates and reinforces a customer-focused culture; employs critical thinking and problem solving to promote customer loyalty
• Maintains connectedness to customers; understands customer s needs objectives and goals
• Advocates customer and associate input, takes action, delegates and/or addresses with Leadership in order to remedy procedural, systemic and/or resource constraints
• Operational Effectiveness: Manages and measures work; mitigates risks and creates efficiencies
• Leverages global perspective to identify ways to improve or align systems, services, and resources
• Contributes to oversight and management of budget, manages labor, analyzes discrepancies
• Building Effective Teams: Fosters success through individual and team cohesion and cross-collaboration
• Advocates team review and continuous development of processes to create best practices
• Coaching & Developing: Coaches and develops others; open to and models ongoing self-development.
• Leads by example, fostering and environment that encourages professional growth and promotes sharing of best practices and organizational learning
• Identifies coaching opportunities with direct reports to develop strengths and bridge gaps
• Builds trusting relationships, balances observation and discussion, provides honest, positive and constructive feedback
• Manages leadership pipeline; challenges all team members to grow in current position, manage poor performers up, develops consistent performers further, stretches high performers and acts as a mentor to and develops rising leaders
• Managing Priorities & Performance: Manages resources, sets goals and objectives; develops performance
• Focuses on impacts, outcomes and results; holds team accountable for results
• Demonstrates willingness and accountability to made decisions and solve problems; uses a mix of analysis, experience, instinct, and input from others as appropriate.

***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.***

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.***

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