Senior Director – Workplace Planning, Advice

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $138k - $200.1k / year

⏰ Full Time

🟠 Senior

👔 Director

🦅 H1B Visa Sponsor

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Empower

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 transitions • Set consistent KPIs, advice quality standards, and coaching frameworks across manager teams • Serve 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 with Product, WPA Experience, Marketing, and Wealth teams • Partner cross-functionally to reduce leakage, improve participant outcomes, and support strategic growth goals • Represent Workplace Planning & Advice in enterprise planning, client discussions, and leadership forums • Drive cultural cohesion, diversity, and manager pipeline development • 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 • Candidates located in the Denver, Colorado area are preferred; relocation assistance will not be considered • Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, 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 connection and a suitable home workspace for remote work

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary retirement contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with 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 open to all • Flexible work environment • Other necessary computer equipment provided • Bonus program opportunity for non-sales positions

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