National Account Manager

🔥 2 minutes ago

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Empower

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Establish, develop, and manage strong, trust-based relationships with key advisor firms and dealer firms, including senior home-office sales, product, marketing, and service leadership • Serve as the primary relationship owner and strategic facilitator for assigned advisor and dealer firm relationships • Execute against Empower’s tiered advisor/dealer firm engagement model, customizing engagement strategies based on firm size, influence, and growth potential • Act as a senior escalation point for complex service or relationship issues that cannot be resolved through standard operational channels • Develop and execute strategic business plans to increase sales, revenue, retention, and market penetration across assigned firms • Drive growth by partnering closely with Empower Sales Directors, Investment Sales, Product, Marketing, and Client Service teams to identify and pursue opportunities • Increase adoption of Empower’s proprietary investment offerings, services, and best practices across advisor and dealer firm platforms • Identify cross-sell, upsell, and expansion opportunities aligned with advisor firm business objectives • Communicate Empower’s value proposition through face-to-face meetings, phone, email, webinars, conferences, and industry events • Lead advisor and dealer firm education initiatives, including sales desk training, field-level education, and strategic planning sessions • Represent Empower as a subject matter expert at dealer firm and industry conferences, including pursuing speaking opportunities for top-tier firms • Develop scalable engagement campaigns, in partnership with Sales, Marketing, and Product teams, that can be leveraged consistently across relationship managers and channels • Serve as the voice of the advisor and dealer firm internally, advocating for partner needs and influencing internal priorities where appropriate • Communicate effectively with internal stakeholders and leverage senior leadership to strengthen relationships and execute marketplace strategies • Collaborate and lead projects supported by Operations, Client Services, Relationship Management, and Sales teams to ensure consistent, high-quality delivery and execution • Monitor advisor satisfaction, retention trends, platform utilization, and plan performance • Analyze market, advisor, and plan trends to identify growth opportunities and align Empower solutions with advisor firm business goals

🎯 Requirements

• Bachelor’s degree required; advanced degree a plus • Minimum 8–10 years of directly related experience in retirement services, defined contribution, financial services, or investment distribution • FINRA Series 6 and 63 required within established corporate guidelines FINRA fingerprinting required • Demonstrated experience managing complex advisor or dealer firm relationships at an enterprise or home-office level • Strong, established relationships with advisor firms, broker-dealers, consultants, or key industry decision-makers preferred • Deep knowledge of the retirement plan marketplace, defined contribution administration, investment products, and advisor distribution models • Strong strategic thinking, relationship management, and consultative selling capabilities • Ability to communicate Empower’s solutions in a confident, compelling, and executive-level manner • Proven ability to manage multiple priorities, complex initiatives, and strict deadlines • Strong analytical, problem-solving, and collaboration skills • Ability to travel 10–50%, including overnight travel, to support advisor and dealer firm relationships, attend meetings, and represent Empower at industry events • Ability to work in a professional office or remote environment and routinely use standard office equipment.

🏖️ Benefits

• 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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