Senior Manager, Workplace Planning and Advice

Job not on LinkedIn

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $100.9k - $142.5k / 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 Workplace Planning Consultants serving Large, Mega, and Not-for-Profit employer-sponsored plans • Oversee consultative advice and guidance to plan participants regarding plan assets • Drive consultant productivity, call quality, operational excellence and customer deepening • Support participant services including distributions, saving, investing, consolidating and additional products or services • Develop and implement strategies supporting business goals, new initiatives and products • Achieve targets across asset retention, investment/retail and plan assets • Manage headcount targets, promotions, transitions, associate retention and satisfaction • Execute outbound campaigns for participants upon job separation and ensure timely calls and high-quality customer experiences • Manage service-level metrics, abandoned-call rates and call quality • Drive adoption of new products, services, tools and the Empower conversation model • Set and drive targets for activities, conversations and call quality • Ensure supervisory controls, regular audits and documentation are in place • Coach associates, deliver feedback and develop and manage performance plans • Resolve escalated issues from representatives, clients and participants; identify trends and address them proactively • Approve best-interest fiduciary advice and new account openings in a supervisory principle capacity • Reduce errors and escalations through operational excellence • Lead and participate in individual goals, projects and company meetings

🎯 Requirements

• Bachelor's Degree or an equivalent combination of education and professional work experience • FINRA Series 7, 24, and 66 (or equivalency) registrations required within corporate-established timelines • Series 9/10 FINRA license acceptable in lieu of FINRA Series 24 • FINRA fingerprinting required • 3-5 years of relatable sales experience in the financial services industry • Proven success in sales management • 3-5 years of relatable sales experience and/or leadership • 2-4 years of demonstrated success in financial services • Ability to handle stressful situations and effectively manage experienced associates and sophisticated customer concerns on a daily basis • Motivated self-starter able to master new information quickly and independently • In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment • Excellent written, verbal, consulting and presentation skills • Ability to manage resources and priorities, set goals and objectives, and develop performance expectations • Proficient knowledge of Windows and Microsoft Office software (Word, Excel, PowerPoint, etc.) and file manipulation skills on a PC • 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 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 with the option to wear jeans • Generous paid time off upon hire, including a paid time off program, 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 • Reliable high-speed internet and a wired connection required for remote work; necessary computer equipment will be provided