Senior Manager, Advisory & Planning, Private Client

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $96.1k - $135.7k / year

⏰ Full Time

🟠 Senior

👔 Manager

🦅 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

• Lead, coach, and develop multiple Wealth Advisory Practices serving Empower Private Client • Establish expectations for performance, culture, communication, and client experience • Provide performance management through touch-base meetings, call reviews, performance reviews, coaching, and compensation-related recommendations • Hold practices accountable for client retention, asset consolidation, client satisfaction, and relationship development • Support appropriate involvement in client onboarding and acquisition efforts • Develop high-performing teams through advisor training, education, and leadership development • Identify opportunities to enhance the Private Client experience and collaborate across teams to improve outcomes and service delivery • Develop and enhance reporting, metrics, and insights for visibility, accountability, decision-making, and performance • Partner with internal stakeholders to develop advisor training and standards for client communication and education • Ensure effective staffing, practice coverage, and continuity • Translate strategic priorities into actionable plans and drive execution • Recruit and select talent aligned with organizational culture and Private Client service standards • Monitor performance measures related to practice effectiveness, client retention, asset consolidation, client satisfaction, and advisor performance • Partner with leadership and cross-functional stakeholders on operational and strategic initiatives supporting Empower Private Client growth and effectiveness

🎯 Requirements

• Bachelor's degree or extensive industry experience • 7+ years of financial services relationship management experience leading high-net-worth or private wealth advisory teams • Experience leading and developing senior career professionals • FINRA Series 7, 66, 63, 65 and Series 24 registrations required • FINRA Fingerprinting required • Expert, current knowledge of investment products and services relevant to high-net-worth clients • Proven relationship management and client experience expertise within financial services • Ability to evaluate, compare, and clearly articulate the benefits and suitability of investment options and solutions • End-to-end knowledge of retail investment services, including front-office operations, ongoing client suitability, product personalization and maintenance, client experience, and retention • Knowledge of investment advisory client operations, including account establishment, ACATS transfers, IRA distributions, and related servicing activities • Strong leadership and team-development skills with demonstrated ability to build high-performing teams • Sound judgment and decision-making skills informed by quantitative data and qualitative insights • Strong operational, organizational, and follow-through skills with the ability to manage complexity and drive execution • Ability to operate effectively at strategic and tactical levels and translate strategy into action • Exceptional verbal and written communication skills • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • CFP® certification preferred • Experience leading multiple advisory practices, teams, or cohorts in a complex financial services environment preferred • Experience using data, reporting, and performance metrics to improve advisor effectiveness, client retention, asset consolidation, and client satisfaction preferred

🏖️ 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 • Bonus program opportunity for non-sales positions • Reliable high-speed internet with a wired connection required for remote work • Necessary computer equipment provided