Director Participant Engagement

Empower Retirement; Greenwood Village (CO); On-site; USD 106,000 - 149,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Casual dress

Paid time off and holidays

Volunteer time

BRGs and inclusion

Job summary

Empower Retirement in Greenwood Village, CO, is seeking a Director of Participant Engagement to lead a field team of retirement advisers and counselors for Empower's clients. You will drive growth, participate in strategy, and maximize plan participation and assets.

You will foster a high-performance culture, ensure compliance with fiduciary standards, and train teams on policies and Empower tools while collaborating with sponsors and stakeholders to expand product usage.

Qualifications

• Bachelor's degree in Business or related field preferred.
• 7–10 years experience in Financial Services industry.
• Understanding of management, training, coaching & leadership principles.
• General understanding of technology software (MS Word/Excel/PowerPoint/Outlook) and learn new systems.
• Ability to influence and persuade others to drive behavioral change and growth.

Responsibilities

• Lead regional team to execute growth strategy for defined contribution plan participation and assets.
• Maximize adoption of Empower products and services, including Managed Accounts.
• Create an environment of safety, autonomy, accountability, coaching and feedback for high performance.
• Ensure the team adheres to a consistent service model and corporate policies.
• As Supervising Principal, ensure compliance with regulatory and fiduciary rules and records tracking.
• Deliver training to enhance service activities and compliance.
• Build partnerships with regional personnel, plan sponsors, and stakeholders.
• Analyze expenditures to conform to budgetary requirements.
• Participate in sales presentations with Regional Sales Directors and senior management.
• Perform supervisory duties.

Skills

Leadership

Communication

Financial services knowledge

Regulatory compliance

MS Office

Education

Bachelor's degree in Business or related field

FINRA registrations (6, 63, 26 & 65)

FINRA fingerprinting

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Director Participant Engagement leads a field team of retirement advisers and/or counselors focused on supporting employees of Empower's clients prepare for a successful retirement by helping them to replace the income they earned while working. This is done through developing and executing upon goals that align to a growth and marketing strategy that maximizes plan participation, assets and the use of Empower Advisory Services and products in an assigned geographic area. Extensive relationship building and navigation of prospective accounts is a key aspect of the role.

What you will do

• Lead and manage a regional team with the purpose of executing on a regional growth strategy and business plan that identifies new business opportunities for maximizing defined contribution plan (457(b), 403(b), 401(k)) participation, assets and savings rates as well as improve the participant's overall diversification and wealth accumulation and distribution strategy
• Maximize the adoption and use of Empower products and services, including Managed Accounts through Empower Advisory Services
• Create an environment of safety, autonomy, high-accountability, support, coaching and feedback that fosters an environment of employee high performance, engagement, learning and career development
• Ensure the team is adhering to a consistent service model by using Empower technological resources and counseling processes while adhering to corporate policies and procedures
• As the Supervising Principal, ensure that all regulatory and fiduciary rules and standards are adhered to by tracking and monitoring the associated records
• Facilitate training sessions to enhance service activities, compliance requirements and corporate/industry policies and procedures
• Build strong partnerships with key regional personnel, plan sponsor representatives and internal and external stakeholders to maximize the distribution and use of Empower products and services and carry out strategic initiatives
• Analyze and control all expenditures to conform to budgetary requirements
• Participate in the delivery of sales presentation along with Regional Sales Directors and key members of senior management
• Duties inherent in a supervisory position

What you will bring

• Bachelor's degree in Business or related field preferred
• 7 - 10 years experience in Financial Services industry
• Understanding of management, training, coaching & leadership principles
• General understanding of technology software with the ability to utilize MS Word, Excel, PowerPoint and Outlook and learn new systems
• Demonstrated ability to influence and persuade others, driving behavioral change and personal development while identifying and executing strategies that support organizational initiatives and exceed corporate goals
• FINRA 6, 63, 26 & 65 registrations required within established timelines; at least two registrations required for consideration
• FINRA fingerprinting required

What will set you apart

• Previous management experience preferred
• Knowledge of the financial services & defined contribution industries as well as the associated products & services are preferred
• Financial services designations preferred (e.g. CFP, ChFC, CRC, CRPC) or the ability to obtain one within the first year of employment
• Demonstrated success in achieving or exceeding performance goals in prior roles

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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 yearLeave 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

Base Salary Range

$105,700.00 - $149,275.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***