Senior Director – Workplace Planning, Advice

🔥 13 hours ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $144.9k - $210.1k / year

⏰ Full Time

🟠 Senior

👔 Director

🦅 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

• Lead strategy and execution across all levels of Workplace Planning & Advice teams through oversight of multiple Senior Managers • Drive enterprise metrics including asset retention, managed account adoption, Wealth referrals, and participant engagement • Own lifecycle development strategy from onboarding through advanced planning and high-net-worth (HNW) transitions • Set consistent KPIs, advice quality standards, and coaching frameworks across all manager teams • Act as principal leader for Empower’s workplace advice model, ensuring regulatory alignment and supervisory oversight • Develop campaign strategies, performance management approaches, and technology integration plans in partnership with Product, WPA Experience, Marketing, and Wealth teams • Partner cross-functionally to reduce leakage, improve participant outcomes, and support Empower's strategic growth goals • Represent Workplace Planning & Advice in enterprise planning, client discussions, and leadership forums • Drive cultural cohesion, diversity, and manager pipeline development across the organization • Ensure consistent audit practices, licensing standards, and regulatory supervision through all leadership levels

🎯 Requirements

• Bachelor’s degree required • FINRA Series 7, 24, and 66 required • FINRA fingerprinting required • 7+ years of experience in retirement services, advice leadership, or participant strategy • 3+ years of experience leading multi-team, multi-function environments with direct accountability for people, performance, and revenue • Proven experience in campaign management, advice platform integration, or advisory services development • Strong analytical, executive communication, and people leadership skills • Business owner mindset: accountable for financial outcomes, strategic delivery, and cross-functional execution • Culture carrier: builds strong, inclusive teams and a coaching-driven environment • Talent developer: builds clear growth paths, succession plans, and development opportunities • Advice leader: understands planning depth, suitability supervision, and participant engagement nuances • Innovator and optimizer: challenges the status quo to improve processes, scale impact, and deliver better outcomes • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • MBA or Master’s preferred • CRPC/CFP desirable • Demonstrated success developing leadership pipelines, succession strategies, and high-performing teams within a large, complex financial services organization • Leadership experience within workplace retirement, wealth management, financial planning, or participant advisory services • Experience leading a large, multi-level organization through people managers • Experience scaling or transforming financial advice delivery through technology, process optimization, or innovative participant engagement strategies • Reliable high-speed internet with a wired fiber, cable, or DSL connection and a suitable home workspace

🏖️ 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. • Flexible work environment • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work • Necessary computer equipment provided