Director, Participant Engagement

Job not on LinkedIn

🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $116.3k - $164.2k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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 and manage a regional team of retirement advisers and/or counselors • Execute a regional growth strategy and business plan to maximize defined contribution plan participation, assets and savings rates • Improve participants’ diversification and wealth accumulation and distribution strategies • Maximize adoption and use of Empower products and services, including Managed Accounts through Empower Advisory Services • Foster safety, autonomy, accountability, support, coaching, feedback, high performance, engagement, learning and career development • Ensure consistent service-model execution using Empower technology resources and counseling processes • Adhere to corporate policies and procedures • Track and monitor records to ensure regulatory and fiduciary compliance as Supervising Principal • Facilitate training on service activities, compliance requirements and corporate/industry policies and procedures • Build partnerships with regional personnel, plan sponsors and internal/external stakeholders • Analyze and control expenditures within budgetary requirements • Participate in sales presentations with Regional Sales Directors and senior management • Perform duties inherent in a supervisory position • Develop relationships and navigate prospective accounts in an assigned geographic area

🎯 Requirements

• Bachelor’s degree in Business or related field preferred • 7–10 years of experience in the Financial Services industry • Understanding of management, training, coaching and leadership principles • General understanding of technology software • Ability to utilize MS Word, Excel, PowerPoint and Outlook and learn new systems • Demonstrated ability to influence and persuade others, drive behavioral change and personal development, identify and execute strategies supporting organizational initiatives, and exceed corporate goals • FINRA 6, 63, 26 and 65 registrations required within established timelines; at least two registrations required for consideration • FINRA fingerprinting required • Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover of sponsorship, including CPT/OPT • Previous management experience preferred • Knowledge of financial services and defined contribution industries and associated products and services preferred • Financial services designations preferred, such as CFP, ChFC, CRC or CRPC, or ability to obtain one within the first year • Demonstrated success in achieving or exceeding performance goals in prior roles • For remote/hybrid positions, reliable high-speed internet with a wired connection and a suitable home workspace are required

🏖️ 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) open to all • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Reliable high-speed internet and a suitable home workspace required for remote/hybrid positions • Necessary computer equipment provided