Senior Manager, Workplace Planning – Advice

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🔥 5 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 a team of Consultants delivering education and point-in-time fiduciary advice to plan participants. • Own onboarding, development, and performance plans that accelerate speed to proficiency and progression into Senior Consultant roles. • Coach team members on Empower advice model, Best Interest Profile (BIP), referral processes, and core product guidance. • Supervise participant interactions to ensure compliant, accurate, and effective advice delivery. • Monitor and manage performance metrics including quality scores, service standards, call volume, and referral activity. • Act as supervisory principal for fiduciary advice and account opening activities in compliance with regulatory requirements. • Partner with EPW Training, Workforce Management, and Segment leaders to align hiring, schedules, and content updates. • Identify trends in escalations, address root causes, and foster a culture of continuous improvement. • Conduct one-on-one meetings, call reviews, performance appraisals, and developmental feedback conversations. • Champion culture, diversity, recognition, and career mobility within the team.

🎯 Requirements

• Bachelor’s degree or equivalent experience. • FINRA Series 7, 24, and 66 required. (Series 9/10 acceptable substitute for 24); Series 63/65 permissible. • FINRA fingerprinting required. • 3+ years of financial services or Workplace Planning & Advice experience. • 1–2 years of leadership or coaching experience preferred. • Familiarity with qualified plan types, IRAs, advice delivery, and service center operations. • Passionate about development and coaching. • Skilled in managing new hire progression and feedback loops. • Committed to service and advice quality. • Comfortable supervising multiple priorities and timelines. • Capable of navigating change and driving continuous process improvement.

🏖️ 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.