Senior Director, Workplace Planning & Advice (Hybrid)

Empower Retirement; Denver (CO); On-site; USD 145,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Generous PTO and holidays

Volunteer time

BRGs and inclusive culture

Job summary

Empower Retirement is seeking a Senior Director of Workplace Planning & Advice to lead end-to-end advice delivery and participant engagement across all levels of the team. This role drives asset retention, advice quality, and cross-functional collaboration with Product, Marketing, and Wealth teams.

The ideal candidate brings 7+ years in retirement services with strong leadership, an MBA is preferred, and FINRA licenses are required.

Qualifications

• Bachelor's degree required.
• FINRA Series 7, 24, and 66 required.
• FINRA fingerprinting required.
• 7+ years of retirement services/advice leadership experience.
• 3+ years leading multi-team environments with direct accountability for people, performance, and revenue.
• Experience with campaign management or advisory services development.

Responsibilities

• Lead strategy and execution across Workplace Planning & Advice teams via multiple Senior Managers.
• Drive asset retention, managed account adoption, Wealth referrals, and participant engagement.
• Own lifecycle development from onboarding to high-net-worth transitions.
• Set KPIs, advice quality standards, and coaching frameworks across all teams.
• Ensure regulatory alignment and supervisory oversight of the workplace advice model.
• Develop campaign strategies and technology integration with Product, WPA Experience, Marketing, and Wealth teams.
• Represent Workplace Planning & Advice in enterprise planning and client discussions.
• Foster culture, diversity, and a strong manager pipeline across the organization.
• Ensure audit practices and licensing standards are maintained.

Education

Bachelor's degree required and MBA preferred

CRPC/CFP desirable

Analytical thinking

Executive communication

People leadership

Job description

Empower Retirement is seeking a Senior Director of Workplace Planning & Advice to lead end-to-end advice delivery and participant engagement across all levels of the team. This role drives asset retention, advice quality, and cross-functional collaboration with Product, Marketing, and Wealth teams.

The ideal candidate brings 7+ years in retirement services with strong leadership, an MBA is preferred, and FINRA licenses are required.