Senior Manager, Workplace Planning and Advice – LMN

Empower Retirement, LLC; Kansas; Hybride; USD 101 000 - 143 000; Plein temps

Résumé du poste

Empower Retirement, LLC is seeking an experienced sales leader to drive high-performing teams in a financial services environment. You will oversee strategy, compliance, and execution across assets and retirement products, while guiding staff to meet aggressive targets.

The role emphasizes leadership, regulatory knowledge, and proven sales success within a large benefits or retirement context, with opportunities for bonuses based on performance.

Qualifications

• Bachelor's Degree or equivalent combination of education and work experience.
• FINRA Series 7, 24, and 66 registrations required within corporate timelines.
• Series 9/10 license acceptable in lieu of the 24 license.
• FINRA fingerprinting required.
• 3–5 years of relatable sales experience in financial services.
• Proven success in sales management.

Responsabilités

• Lead high performing, senior level teams to achieve customer deepening goals and expert knowledge of plan rules and processes.
• Develop and implement strategies to achieve business goals supporting new initiatives and products.
• Achieve targets across asset retention, investment/retail and plan assets.
• Manage headcount targets across segment and collaborate with other segment managers to meet staffing goals.
• Drive retention across outbound campaigns and ensure customer experience meets high standards.
• Monitor segment level service metrics and maintain low abandoned rates while ensuring high call quality.
• Promote adoption of new products, services, and tools across associates and partners.
• Coach and drive performance through feedback and development plans.

Connaissances

Sales leadership

Financial services knowledge

Regulatory compliance

People management

Communication skills

Formation

Bachelor's Degree or equivalent

Outils

Microsoft Office

Description du poste

What you will do:

• Drive high performing, senior level teams to achieve customer deepening goals and expert knowledge about Large Mega and Not for Profit plan rules, processes, and procedures
• Develop and implement strategies to achieve business goals supporting new initiatives, products through employee adoption and execution
• Achieve targets across asset retention, investment/retail and plan assets
• Manage to headcount targets across segment, collaborating with other segment managers both within LMNC and sending segments (General Consultation, etc) to ensure promotions and transitions meet department headcount and staffing goals - manage associate retention and satisfaction
• Execute high retention rates across outbound campaigns intended to engage participants upon job separation; ensure opportunities are called in a timely manner and customer experience meets high quality standards
• Manage segment level service level metrics, low abandoned rates and high call quality
• Drive adoption of new products, services, and tools across associates - creating a positive feedback loop with appropriate partners
• Be an advocate, coach and driver of new Empower conversation model
• Set and drive targets by period (activities, conversations, call quality, etc)
• Ensure that all supervisory controls are in place and regular audits are performed and documented
• Coaches, writes and delivers feedback and develop and manage performance plans Fields and ensures resolution of escalated issues from representatives, clients, and participants
• Identifies trends in escalated issues and proactively addresses with staff
• Act as in a supervisory principle capacity approving best interest fiduciary advice and new account openings for representatives
• Drive operational excellence by addressing and reducing errors and escalations
• Lead and participate in individual goals, projects and company meetings as necessary

What you will bring:

• Bachelor's Degree or an equivalent combination of education and professional work experience
• FINRA Series 7, 24, and 66 (or equivalency) registrations required within corporate-established timelines.
• Series 9/10 FINRA license is acceptable in lieu of the FINRA 24 license
• FINRA fingerprinting required
• 3-5 years of relatable sales experience in financial services industry
• Proven success in sales management

What Will Set You Apart:

• 3-5 years of relatable sales experience and/or leadership.
• 2-4 years demonstrated success in financial services.
• Ability to handle stressful situations and effectively manage experienced associates and sophisticated customer concerns people on a daily basis
• Motivated, self-starter with the ability to master new information quickly and independently.
• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Excellent written, verbal, consulting and presentation skills
• Manages resources, priorities, sets goals and objectives; develops performance expectations
• Proficient knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC

***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

$100,900.00 - $142,525.00

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.

Remote and Hybrid Positions

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.

Job Posting End Date at 12:01 am on: 10-17-2026

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