Director Participant Engagement

empower; United States; Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with match

Tuition Reimbursement

Paid Time Off

Volunteer Time Off

Job summary

Empower is seeking a Director Participant Engagement to lead a field team of retirement advisers focused on employees of Empower's clients, helping them prepare for retirement and maximize plan participation and assets.

You will develop and execute growth strategies in an assigned geographic area, build strong partnerships with plan sponsors and stakeholders, ensure regulatory and fiduciary compliance, and drive adoption of Empower Advisory Services and products.

Qualifications

• Bachelor's degree in Business or related field preferred.
• 7–10 years in Financial Services.
• FINRA registrations required (6, 63, 26 & 65) within timelines.
• Experience in leadership, coaching and performance management.

Responsibilities

• Lead regional team to grow participation, assets and diversification.
• Promote Empower Advisory Services and products.
• Ensure regulatory and fiduciary compliance.
• Provide training, coaching and development sessions.
• Build partnerships with plan sponsors and stakeholders.

Skills

Leadership

Strategic planning

Coaching

Financial services

Regulatory compliance

Presentation

Relationship management

Education

Bachelor's degree in Business

Tools

MS Word

MS 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

• 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 - inc