Director, Workplace Planning – Executive Engagement

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🕒 vor 5 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $125.400 - $181.875 / Jahr

⏰ Vollzeit

🔴 Experte

👔 Direktor

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Empower

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower ist ein führender Anbieter von Finanzdienstleistungen, der sich darauf konzentriert, Einzelpersonen und Organisationen dabei zu helfen, finanzielle Freiheit durch Altersvorsorge und Investmentmanagement zu erreichen. Mit über 19 Millionen Kunden in den USA bietet Empower eine umfassende Palette an finanzbezogenen Dienstleistungen an, darunter intelligente Planung und Anlageberatung sowie Tools wie das Empower Personal Dashboard™ für einen vollständigen Finanzüberblick. Das Unternehmen ist bekannt als führender Anbieter von Altersvorsorgeplänen und arbeitet eng mit privaten Anlegern, Arbeitsplatzsparer, Plan-Sponsoren und Finanzfachleuten zusammen. Empower wird auch für Initiativen in den Bereichen Diversity, Equity, Inclusion anerkannt und hat ein soziales Engagement, das die Wirkung in der Gemeinschaft stärkt.

Beschreibung

• Lead, coach, develop, and retain planning associates responsible for comprehensive financial planning, benefits optimization, executive engagement, and related planning and advisory services • Establish performance expectations for client experience, planning quality, productivity, compliance, collaboration, operational excellence, and business results • Conduct coaching sessions, quality observations, performance reviews, and career development discussions that strengthen advisor capabilities and leadership effectiveness • Manage team capacity, staffing, workload distribution, and practice group assignments to optimize service delivery and business performance • Partner with Human Resources, Learning & Development, Compliance, and business leaders to recruit, onboard, develop, and retain top talent • Oversee the delivery of client-focused financial planning and executive engagement experiences that promote personalized guidance and exceptional client service • Monitor planning quality, service standards, workflows, and associate performance while identifying opportunities for continuous improvement • Lead resolution of escalated client and plan sponsor issues while reinforcing a client-first culture • Partner with the Vice President to enhance operating infrastructure, reporting, procedures, quality standards, and scalable service models • Develop standardized workflows, playbooks, dashboards, and workforce planning tools that improve advisor effectiveness and organizational performance • Identify operational improvement opportunities and implement solutions that enhance efficiency, quality, and the client experience. • Support organizational change initiatives and lead the successful execution of strategic departmental priorities • Own accountability for team performance and business results by monitoring key performance indicators, driving execution against established goals, and implementing action plans that improve client experience, productivity, quality, compliance, and overall business performance • Partner cross-functionally to support client engagement, advisor effectiveness, and business growth • Use reporting and performance analytics to drive informed decision-making and continuous improvement • Serve in a supervisory capacity for registered associates by reviewing and supervising registered activities in accordance with regulatory requirements and company policy • Reinforce compliant, ethical, and client-first behaviors

🎯 Anforderungen

• Bachelor's degree or an equivalent combination of education and professional work experience required • Master's degree or MBA preferred • Seven or more years of experience leading and developing sales, advisor, financial planning, wealth management, retirement, or client service teams • Experience supervising registered associates and leading financial planning or advisory teams • Demonstrated success leading teams to achieve measurable business results, client experience objectives, operational excellence, quality standards, and sustainable growth • Proven ability to coach, develop, and inspire high-performing advisors and planning professionals • Experience developing operating models, procedures, scorecards, dashboards, and scalable business infrastructure • Strong knowledge of retirement plans, investments, advisory services, wealth management, and financial planning • Executive compensation, workplace benefits, non-qualified plans, equity compensation, or executive engagement experience preferred • Experience leading phone-based advisory teams, contact center environments, or geographically distributed teams preferred • FINRA Series 7, Series 24 (or 9/10), and Series 63 & 65, or Series 66, required • FINRA Fingerprinting required • CFP® certification required or obtained within corporate-approved timelines • CRPC® designation required or obtained within corporate-established timelines • ChFC® designation preferred • Strong leadership, coaching, communication, analytical, problem-solving, and cross-functional partnership skills.

🏖️ Vorteile

• 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.