VP Wealth Management, Advice & Product Specialists

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

🪄 Product Specialist

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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

• Establish the long-term strategic vision and multi-year roadmap for the Wealth Management Advice & Product Specialist organization • Lead an enterprise advisor enablement organization supporting Wealth Management growth objectives • Develop organizational strategies that improve advisor productivity, increase advisory solution adoption, and strengthen client outcomes • Define enterprise operating models, governance standards, organizational structure, service delivery models, and engagement frameworks • Translate enterprise Wealth Management strategy into scalable advisor enablement capabilities • Lead organizational transformation initiatives that modernize advisor support, consultation models, and specialist services • Evaluate industry trends, competitive practices, advisor needs, and regulatory developments to evolve organizational strategy • Serve as an executive advisor to Wealth Management leadership regarding advisor enablement strategy, investment solution adoption, and organizational capability development • Build, lead, and develop a team for Wealth Management Advice & Product Specialists • Establish workforce strategy, succession planning, leadership development, organizational design, and talent management across multiple leadership levels • Allocate organizational resources to align with enterprise priorities and changing business needs • Foster a culture of accountability, collaboration, innovation, continuous learning, and consultative excellence • Establish enterprise standards supporting Financial Advisors throughout advisory client growth, retention, and client servicing activities • Lead development of scalable consultation models that improve advisor confidence and effectiveness in presenting wealth management solutions • Define enterprise best practices for financial planning integration, product positioning, solution consultation, and holistic wealth management conversations • Ensure specialists provide consistent, compliant, and high-quality consultative support across all markets • Lead initiatives that improve adoption of advisory platforms, managed solutions, retirement planning strategies, lending solutions, and wealth management products • Partner with executive leadership across Wealth Management and supporting functions to develop integrated advisor enablement strategies • Provide insights regarding advisor experience, product utilization, market trends, and advisor needs to influence enterprise strategy and platform enhancements • Establish governance frameworks, service standards, operating metrics, and performance scorecards • Define key performance indicators measuring advisor engagement, advisor capability, consultation effectiveness, product adoption, organizational productivity, client outcomes, and business growth • Utilize analytics to optimize organizational performance, prioritize investments, and identify strategic opportunities • Lead annual business planning, financial planning, budgeting, workforce planning, and resource allocation • Ensure compliance with regulatory requirements, internal policies, supervisory expectations, and risk management standards • Communicate organizational strategy, business results, and advisor enablement outcomes to executive leadership • Represent the organization in governance committees, strategic planning initiatives, and enterprise transformation efforts • Lead organizational change initiatives supporting evolving Wealth Management strategies and advisor business models • The position serves as an internal advisor enablement leader and does not provide investment advice directly to clients or maintain client relationships.

🎯 Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related discipline • 12+ years of progressive experience in wealth management, investment advisory, advisory platform management, product management, financial planning, advisor consulting, client growth enablement, or related financial services • 8+ years of progressive leadership experience leading managers and professional organizations • FINRA Series 7, Series 24 and Series 65/66 (or equivalent) licenses • FINRA Fingerprinting required • CFP®, CFA®, CIMA®, ChFC®, or equivalent advanced wealth management designation • Demonstrated experience leading multiple teams through subordinate leaders • Demonstrated success developing organizational strategy and leading enterprise-wide business transformation initiatives • Extensive knowledge of wealth management products, managed accounts, advisory platforms, retirement planning, investment solutions, lending solutions, and financial planning methodologies • Demonstrated ability to influence executive leaders across multiple business functions • Proven experience establishing organizational governance, operating models, performance management frameworks, and workforce strategies • Strong financial management, strategic planning, organizational leadership, and executive communication skills • Experience leading enterprise advisor enablement, product consulting, advisory platform strategy, or client growth enablement organizations • Experience leading large-scale organizational change within Wealth Management or Financial Services • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • Reliable high-speed internet with a wired connection and a home workspace with limited disruption required for remote work

🏖️ Benefits

• Flexible work environment • 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. • Non-sales positions have the opportunity to participate in a bonus program • Other necessary computer equipment will be provided