Senior Director - Workplace Planning & Advice

Empower; United States; Hybrid; USD 138,000 - 200,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Job summary

Empower is seeking a Senior Director of Workplace Planning & Advice to lead end-to-end advice delivery and participant engagement across tiers. You will drive asset retention, adoption, and client outcomes while ensuring regulatory alignment and talent progression across a growing organization.

The role requires strong leadership, strategic thinking, and cross-functional collaboration with Product, Marketing, and Wealth teams to scale the advisory platform and improve outcomes for participants.

Qualifications

• Bachelor's degree required.
• 7+ years of retirement services or participant strategy experience.
• 3+ years leading multi-team environments with direct people, performance, and revenue accountability.
• FINRA Series 7, 24, and 66 required; fingerprinting required.

Responsibilities

• Lead strategy and execution across Workplace Planning & Advice teams via Senior Managers.
• Drive enterprise metrics: asset retention, adoption, referrals, engagement.
• Oversee lifecycle development from onboarding to high-net-worth transitions.
• Set KPIs, quality standards, and coaching across manager teams.
• Ensure regulatory alignment and supervisory oversight of the advice model.
• Collaborate with Product/Marketing/Wealth teams on campaigns and tech integration.

Skills

Leadership

FINRA Series 7/24/66

People Management

Analytics

Education

Bachelor's degree

Tools

FINRA fingerprinting

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.

Continue to build your rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.

The Senior Director of Workplace Planning & Advice leads Empower's end-to-end advice delivery and participant engagement strategy across all tiers of Workplace Planning & Advice consultants.

This role is accountable for the strategic, operational, and talent outcomes of a growing organization that spans foundational education, core planning, and advanced participant advice. The Senior Director is responsible for asset retention to Empower, participant satisfaction, advice implementation, and internal talent progression, ensuring consistency and excellence across all touchpoints.

What you will do

• Lead strategy and execution across all levels of Workplace Planning & Advice teams through oversight of multiple Senior Managers
• Drive enterprise metrics including asset retention, managed account adoption, Wealth referrals, and participant engagement
• Own lifecycle development strategy from onboarding through advanced planning and high-net-worth (HNW) transitions
• Set consistent KPIs, advice quality standards, and coaching frameworks across all manager teams
• Act as principal leader for Empower's workplace advice model, ensuring regulatory alignment and supervisory oversight
• Develop campaign strategies, performance management approaches, and technology integration plans in partnership with Product, WPA Experience, Marketing, and Wealth teams.
  Partner cross-functionally to reduce leakage, improve participant outcomes, and support Empower's strategic growth goals
• Represent Workplace Planning & Advice in enterprise planning, client discussions, and leadership forums
• Drive cultural cohesion, diversity, and manager pipeline development across the organization
• Ensure consistent audit practices, licensing standards, and regulatory supervision through all leadership levels

What you will bring

• Candidates located in the Denver, Colorado area are preferred - relocation assistance will not be considered for this role
• Bachelor's degree required
• FINRA Series 7, 24, and 66 required
• FINRA fingerprinting required
• 7+ years of experience in retirement services, advice leadership, or participant strategy
• 3+ years of experience leading multi-team, multi-function environments with direct accountability for people, performance, and revenue
• Proven experience in campaign management, advice platform integration, or advisory services development
• Strong analytical, executive communication, and people leadership skills
• Business owner mindset: accountable for financial outcomes, strategic delivery, and cross-functional execution
• Culture carrier: builds strong, inclusive teams and a coaching-driven environment
• Talent developer: builds clear growth paths, succession plans, and development opportunities
• Advice leader: understands planning depth, suitability supervision, and participant engagement nuances
• Innovator and optimizer: challenges the status quo to improve processes, scale impact, and deliver better outcomes

What Will Set You Apart

• MBA or Master's preferred
• CRPC/CFP desirable
• Demonstrated success developing leadership pipelines, succession strategies, and high-performing teams within a large, complex financial services organization
• Leadership experience within workplace retirement, wealth management, financial planning, or participant advisory services
• Experience leading a large, multi-level organization through people managers
• Experience scaling or transforming financial advice delivery through technology, process optimization, or innovative participant engagement strategies

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 - 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

$138,000.00 - $200,100.00

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.