VP Wealth Management, Advice & Product Specialists

Job not on LinkedIn

🕒 August 8

🇺🇸 United States – Remote

💵 $187k - $271.1k / year

⏰ Full Time

🔴 Lead

🪄 Product Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 29%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 to improve advisor productivity, advisory solution adoption, and client outcomes • Define 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 modernizing advisor support, consultation models, and specialist services • Evaluate industry trends, competitive practices, advisor needs, and regulatory developments • Advise Wealth Management leadership on advisor enablement strategy, investment solution adoption, and organizational capability development • Build, lead, and develop the Wealth Management Advice & Product Specialists team • Establish workforce strategy, succession planning, leadership development, organizational design, and talent management • Allocate resources to align with enterprise priorities and changing business needs • Establish standards supporting Financial Advisors in client growth, retention, and servicing activities • Lead scalable consultation models and define best practices for financial planning integration, product positioning, solution consultation, and holistic wealth management conversations • Ensure consistent, compliant, high-quality consultative support across markets • Lead initiatives improving adoption of advisory platforms, managed solutions, retirement planning strategies, lending solutions, and wealth management products • Partner with executive leaders across Wealth Management and supporting functions to develop integrated advisor enablement strategies • Provide insights on advisor experience, product utilization, market trends, and advisor needs to influence enterprise strategy and platform enhancements • Establish governance frameworks, service standards, operating metrics, performance scorecards, and key performance indicators • Use 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 • Serve as an internal advisor enablement leader; do not provide investment advice directly to clients or maintain client relationships

🎯 Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related discipline • MBA or other advanced business degree preferred • 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 • Experience 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 • Ability to influence executive leaders across multiple business functions • 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 • 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 for remote work

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • 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 • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided for remote and hybrid positions • Non-sales positions have the opportunity to participate in a bonus program