Private Client Advisory & Planning Lead

Empower LLC; Northern (KY); Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Volunteer time

Job summary

Empower LLC's Private Client division seeks a Senior Manager to lead Wealth Advisory Practices, coaching teams, aligning processes and delivering a first-in-class client experience. You will strengthen long-term client relationships for high-net-worth individuals, oversee performance, onboarding and retention, and drive growth through cross-functional collaboration.

This role requires FINRA registrations, leadership experience, and a track record of building high-performing teams within

Qualifications

• Bachelor's degree or extensive industry experience.
• 7+ years of financial services relationship management.
• FINRA Series 7, 66, 63, 65 and Series 24 registrations required.
• FINRA Fingerprinting required.
• Expert knowledge of investment products for high-net-worth clients.
• Proven relationship management and client experience expertise.
• Ability to evaluate and articulate investment option benefits.

Responsibilities

• Lead, coach, and develop multiple Wealth Advisory Practices for Empower Private Client.
• Provide ongoing performance management through regular reviews and coaching.
• Ensure client retention, asset consolidation, and high client satisfaction.
• Develop high-performing teams through coaching and leadership development.
• Translate strategy into actionable plans and drive execution across practices.
• Recruit talent aligned with culture and service standards.
• Monitor performance measures and drive improvements across practices.

Skills

Client relationship management

Leadership

Team development

Communication

Strategic thinking

Regulatory knowledge

FINRA licensing

Education

Bachelor's degree

Job description

Empower LLC's Private Client division seeks a Senior Manager to lead Wealth Advisory Practices, coaching teams, aligning processes and delivering a first-in-class client experience. You will strengthen long-term client relationships for high-net-worth individuals, oversee performance, onboarding and retention, and drive growth through cross-functional collaboration.

This role requires FINRA registrations, leadership experience, and a track record of building high-performing teams within