Senior Director – Investment Services

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $138k - $200.1k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Empower

WebsiteLinkedInAll Job Openings

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

• Lead managers and associates across multiple technology platforms, CRM systems, and product offerings to meet or exceed established performance metrics. • Drive continuous improvement of the client experience through coaching, service enhancements, client engagement strategies, and business development initiatives. • Recruit, hire, develop, and retain high-performing managers, advisors, and associates. • Lead onboarding, training, coaching, and professional development initiatives. • Identify and implement process, procedure, technology, and operational improvements. • Monitor key performance indicators across the client lifecycle and improve business results. • Interact with clients and support strategic client initiatives. • Investigate and resolve complex prospect and client escalations. • Partner with Human Resources, Legal, Compliance, and business partners. • Lead enterprise and departmental initiatives supporting innovation and business growth. • Foster a culture of accountability, collaboration, compliance, and continuous improvement. • Supervise registered managers, advisors, and representatives in accordance with regulatory requirements.

🎯 Requirements

• FINRA Series 7, Series 24, Series 63 and Series 65 (or 66) registrations required • FINRA Fingerprinting required • 7+ years of demonstrated leadership experience • Experience as a "manager of managers" • Demonstrated success leading financial services organizations • Strong operational and organizational leadership skills • Experience leading investment advisory teams and client service operations • Extensive knowledge of investment products and advisory services • Demonstrated success leading nationally distributed or remote teams • Ability to adapt and evolve with a rapidly growing organization • Excellent verbal, written, and interpersonal communication skills • Bachelor's degree required • Master's degree or MBA preferred

🏖️ 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.