Senior Manager, Workplace Planning and Advice- Strategic Outreach

Empower; United States; Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Match

Tuition Reimbursement

Casual Dress Code

Paid Time Off

Volunteer Time

Parental Leave

BRGs

Job summary

Empower is seeking a Senior Manager, Workplace Planning and Advice - Strategic Outreach in the United States. You will lead a team of Senior Retirement Consultants focused on marketing and outbound campaigns, guiding opportunities and helping customers with distributions, saving and investing decisions.

The role emphasizes leadership, strategic outreach, and collaboration with Marketing and Analytics to drive results across retirement products and services.

Qualifications

• Bachelor's Degree or an equivalent combination of education and professional work experience.
• FINRA Series 7, 24, and 63 registrations required within corporate-established timelines. A Series 9/10 is acceptable in lieu of the 24. FINRA fingerprinting required
• FINRA 65/66 registrations are permissible
• 3-5 years of relatable financial experience and/or leadership
• 2-4 years demonstrated success in financial services
• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment

Responsibilities

• Drive high performing, senior level WPA teams to achieve customer deepening goals and successful campaign strategies
• Develop and implement strategies to achieve business goals supporting new initiatives, products through employee adoption and execution
• Partner with marketing and analytics to generate outbound email, mail, and phone call campaigns
• Manage to headcount and business targets to ensure team is achieving department targets
• Partner with internal DC relationship/ channel management partners to ensure associate are trained and prepared to execute on campaign expectations
• Set and drive targets by period (activities, conversations, call quality, etc.)
• Develop and monitor service and outcome standards to enhance experience of each caller and increase impact rates

Skills

Leadership

Strategy

People management

Communication

Campaign optimization

Coaching

Education

Bachelor's Degree or equivalent

Tools

Windows

Microsoft Office

Excel

PowerPoint

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.

As a Senior Manager, Workplace Planning and Advice - Strategic Outreach, you will lead and motivate a group of Senior Retirement Consultants specialized primarily in marketing and outbound driven campaigns. The focus will be on generating opportunities through calling a wide variety of lead sources and assisting customers with distributions into or out of plans, saving, investing, consolidating, and investing in additional products or services based on the participant’s needs.

What You Will Do

• Drive high performing, senior level WPA teams to achieve customer deepening goals and successful campaign strategies
• Develop and implement strategies to achieve business goals supporting new initiatives, products through employee adoption and execution
• Partner with marketing and analytics to generate outbound email, mail, and phone call campaigns
• Manage to headcount and business targets to ensure team is achieving department targets
• Partner with internal DC relationship/ channel management partners to ensure associate are trained and prepared to execute on campaign expectations
• Set and drive targets by period (activities, conversations, call quality, etc.)
• Develop and monitor service and outcome standards to enhance experience of each caller and increase impact rates

What You Will Bring

• Bachelor's Degree or an equivalent combination of education and professional work experience
• FINRA Series 7, 24, and 63 registrations required within corporate-established timelines. A Series 9/10 is acceptable in lieu of the 24. FINRA fingerprinting required
• FINRA 65/66 registrations are permissible
• 3-5 years of relatable financial experience and/or leadership
• 2-4 years demonstrated success in financial services
• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment

What Will Set You Apart

• Proven experience leading by example, fostering an environment that encourages professional growth and promotes sharing of best practices and organizational learning
• Ability to effectively advocate for customer and associate input, act, delegate, and/or address with leadership to remedy procedural, systemic, and/or resource constraints
• Proficient knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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.

***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.***

Base Salary Range

$96,100.00 - $135,700.00

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.***

Job Posting End Date at 12:01 am on:

10-24-2026

Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.