Senior Segment Manager, Advisor Services

🕒 6 days ago

🇺🇸 United States – Remote

💵 $96.1k - $135.7k / year

⏰ Full Time

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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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

• Serve as the EAG contact for strategic initiatives, subject matter expertise and relationship related support of the participant advisory services program for segment channels. • Understand pipeline and sales strategy; develop client strategy, determine client opportunities and support needs • Train associates on the participant advisory services program • Deliver reporting to clients in segment business lines and Institutional Partners that use the EAG Services; covering topics including product performance and impacts to participants and SLA reporting • Create, present and execute on campaign strategy to support product rollout, annual support or product updates • Serve as subject matter expert to largest segment business lines that use the EAG Suite of Advisory Services; negotiating contracts, assisting them in the implementation and rollout of the suite of services, and reporting on SLAs • Coordinate the resolution and response to questions/issues/exception requests regarding Advisory Services • Work with the EAG Business Development staff - support training, sales and demonstration presentations to prospects, existing clients, partners, sales, service, advisors, internal EAG staff • Serve as project team member to develop, implement and roll out enhancements to the EAG suite of participant advisory services in conjunction with EAG Product Development staff

🎯 Requirements

• Bachelor’s degree in business, finance or similar field; without a degree, an additional four years of directly related 10 years’ industry experience • Advisory services operational experience is required • Build collaborative and cooperative relationships; effectively manages conflict • Operate with integrity and communicate respectfully in language, writing, and actions • Series 65 registrations required within established timelines • FINRA fingerprinting required upon hire

🏖️ 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.