Senior Manager, Workplace Planning and Advice – Strategic Outreach

Job not on LinkedIn

🔥 8 minutes ago

🇺🇸 United States – Remote

💵 $96.1k - $135.7k / year

⏰ Full Time

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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 and motivate Senior Retirement Consultants specializing in marketing and outbound-driven campaigns • Generate opportunities through calls to a wide variety of lead sources • Assist customers with distributions into or out of plans, saving, investing, consolidation, and additional products or services based on participant needs • Drive high-performing senior-level Workplace Planning and Advice teams toward customer-deepening goals and successful campaign strategies • Develop and implement strategies supporting new initiatives and products through employee adoption and execution • Partner with marketing and analytics to generate outbound email, mail, and phone campaigns • Manage headcount and business targets to ensure department targets are achieved • Partner with internal DC relationship/channel management teams to ensure associates are trained and prepared for campaign expectations • Set and drive periodic targets for activities, conversations, call quality, and related metrics • Develop and monitor service and outcome standards to enhance caller experience and increase impact rates

🎯 Requirements

• Bachelor's Degree or an equivalent combination of education and professional work experience • FINRA Series 7, 24, and 63 registrations required within corporate-established timelines; Series 9/10 acceptable in lieu of Series 24 • FINRA fingerprinting required • FINRA 65/66 registrations permissible • 3-5 years of relatable financial experience and/or leadership • 2-4 years demonstrated success in financial services • In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment • Proven experience leading by example and fostering professional growth, best-practice sharing, and organizational learning • Ability to advocate for customer and associate input and address procedural, systemic, and resource constraints • Proficient knowledge of Windows and Microsoft Office Software, including Word, Excel, and PowerPoint, plus file manipulation skills on a PC • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with a wired connection and a suitable home workspace; fiber, cable, or DSL internet required for remote work

🏖️ 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) open to all • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Flexible work environment • Reliable high-speed internet and wired connection; necessary computer equipment provided for remote and hybrid positions