Investments Director

Emploi pas sur LinkedIn

🕒 il y a 13 jours

🇺🇸 États-Unis – Télétravail

💵 $125 400 - $181 875 / an

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 10%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Empower

Site WebLinkedInTous les Emplois

10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

Description

• Develop and execute investment product distribution strategies to drive profitable growth, increase AUM, and support asset retention across institutional retirement plan markets • Serve as a subject matter expert on Empower Investments' product offerings • Provide consultative investment expertise to plan sponsors, financial intermediaries, advisors, and institutional consultants • Partner with Sales Associates, Relationship Managers, and internal sales teams to identify new business opportunities and strengthen client relationships • Develop and execute business plans across assigned market segments • Support institutional investment sales opportunities across Large and Mega Corporate, Not-for-Profit, Government, and Taft-Hartley retirement plan markets • Prepare and deliver investment presentations, portfolio reviews, product comparisons, and investment strategy discussions • Analyze and communicate investment performance, fund characteristics, market trends, economic conditions, and competitive positioning • Leverage investment manager research and strategy reviews to provide knowledge of investment objectives, portfolio construction, processes, and product differentiation • Collaborate with Key Account teams to support intermediary relationships and increase product awareness and adoption • Develop and maintain investment sales opportunities and qualified pipelines • Execute targeted AUM placement, product growth, and asset retention initiatives • Gather and communicate competitive intelligence, client feedback, and market insights • Lead initiatives to identify investment-related revenue growth opportunities and improve distribution effectiveness • Provide investment product training and education to internal teams • Respond to investment-related inquiries from internal and external stakeholders • Maintain knowledge of applicable regulatory requirements, compliance standards, and operational processes • Maintain required professional registrations, licenses, and certifications

🎯 Exigences

• Bachelor's degree in Business or a related field • 10+ years of successful experience in financial services sales, investment product distribution, institutional sales, or a related financial services field • FINRA Series 6, 63 and 7 registrations and applicable state insurance licenses required • FINRA Fingerprinting required • Comprehensive knowledge of the financial services industry, retirement plans, investment products, and institutional retirement markets • Strong understanding of investment concepts, portfolio strategies, investment performance, and the application of investment products within retirement programs • Demonstrated experience in sales, business development, relationship management, and investment product positioning • Experience developing and maintaining relationships with financial intermediaries, plan sponsors, advisors, consultants, or institutional clients • Demonstrated project management, organizational, and business planning skills • Strong written and verbal communication, consultative selling, and presentation skills, including the ability to communicate complex investment information to diverse audiences • Ability to analyze and interpret investment performance, market conditions, economic data, and competitive investment product information • Demonstrated ability to collaborate across sales, relationship management, investment management, and other cross-functional business teams • Ability to manage multiple priorities, identify opportunities for process improvement, and support business growth initiatives • Ability to travel 40–60% of the time (or more) based on business needs • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT

🏖️ Avantages

• 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) open to all • Other necessary computer equipment will be provided • Flexible work environment • Remote work arrangement

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