Custom Solutions Sales Director

🕒 2 days ago

🇺🇸 United States – Remote

💵 $100k - $130k / year

⏰ Full Time

🔴 Lead

🤑 Sales

🦅 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

• Manage all aspects of sales positioning and execution for all affiliated investment strategies and managed accounts. • Provide competitive feedback from marketplace and influence further product development and management for investment strategies and managed account programs. • Act as the investment sales resource and SME to the specific assigned region within the segment with a primary focus on collaborating and partnering with the Empower Regional Sales Directors and Relationship Managers to become the investment and managed account extension for the team in the region. • Independent of the Empower Regional Sales Directors, develop and nurture 3rd party advisor relationships in the specific assigned region by developing and executing a targeted calling and coverage effort to enhance Empower’s investment strategy utilization. • Become the expert on the Managed Accounts experience and serve as the primary conduit for this solution for the specific assigned region. • Maintain current, accurate, and qualified pipeline report for all prospects and sales activity. • Partner with internal sales to identify, prioritize and maintain opportunities at all stages of pipeline.

🎯 Requirements

• Bachelor’s degree in a Business-related field or equivalent experience • 10-15 successful years in a related field sales/financial services Distribution organization experience • Ability to travel 65-75% of time or more based on business needs • Comprehensive industry/retirement plan knowledge • Demonstrated relationship management, project management, and effective communication and presentation skills • Familiarity with Chat GPT in the workplace • FINRA Series 6, 63 and SEC S65 registrations and state insurance licenses required within established timelines • FINRA fingerprinting required • Strong partnering/collaboration skills enabling her/him to drive collective success in a multi-channel enterprise • Demonstrated and proven advisor relationships within assigned regions • Familiarity with retirement plan-based and retail managed accounts solutions • CFA, CIMA or comparable designation a plus • Knowledge of alternative investments a plus

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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.