Investments Director

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $125.4k - $181.9k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• Develop and execute investment product distribution strategies to drive profitable growth, increase AUM, and support asset retention • 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 business opportunities and strengthen client relationships • Develop and execute business plans across assigned market segments • Support institutional investment sales opportunities across 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 explain investment objectives, portfolio construction, processes, and product differentiation • Collaborate with Key Account teams to support intermediary relationships and increase product adoption • Develop and maintain qualified investment sales pipelines • Execute AUM placement, product growth, and asset retention initiatives • Gather competitive intelligence, client feedback, and market insights • Lead initiatives identifying investment-related revenue growth opportunities and improving distribution effectiveness • Provide investment product training and education to internal teams • Respond to investment-related inquiries from internal and external stakeholders • Maintain knowledge of regulatory requirements, compliance standards, and operational processes • Maintain required professional registrations, licenses, and certifications

🎯 Requirements

• 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 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 • 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 process improvement opportunities, 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.; no employment visa sponsorship, including CPT/OPT • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work • CFA designation or MBA is preferred/optional • Experience supporting investment product sales and retention within Large and Mega Corporate, Government, Not-for-Profit, or Taft-Hartley retirement plan markets is preferred/optional • Experience working with investment consultants, institutional intermediaries, or key account relationships is preferred/optional • Experience developing investment product distribution strategies, managing institutional sales pipelines, and driving measurable AUM growth and retention is preferred/optional

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment including the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided for remote and hybrid positions • Sales incentives and, in some instances, a bonus plan