Vice President Executive Financial Planning and Stock Plan Services

Empower; Tallahassee (FL); Remote; USD 210,000 - 250,000; Full time

Job summary

Join a forward-thinking company that empowers its associates to transform financial lives. As the Vice President of Executive Financial Planning and Stock Plan Services, you will lead the development of innovative service models and build high-performing teams. This role offers the opportunity to shape the future of financial planning while fostering a culture of inclusion and collaboration. With a flexible work environment and a commitment to employee well-being, this position is perfect for proactive leaders eager to make a significant impact in the financial services industry.

Benefits

Medical, dental, vision, and life insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Business Resource Groups (BRGs)

Qualifications

• 10+ years of leadership experience in financial services.
• Expertise in developing service offerings and managing teams.
• Deep understanding of financial planning and asset optimization.

Responsibilities

• Develop service models for executives with complex planning needs.
• Hire and develop a team to enhance customer experience.
• Drive organizational growth through strategic planning.

Skills

Leadership Experience

Financial Planning

Sales Expertise

Communication Skills

Team Development

Analytical Skills

Education

Bachelor's Degree

Master's Degree

Tools

Microsoft Office

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.

The Vice President, Executive Financial Planning and Stock Plan Services will develop and execute Empower's workplace strategy for financial planning, stock plan participant services, and executive engagement within the greater organizational strategy. This VP will play a vital role in developing participant service centers for stock-plan services, nonqualified plans, executive services and workplace financial planning. This individual has a passion for financial planning and developing high performing teams that focus on improving the lives of their customers. Successful leaders in this role partner enterprise wide to deliver an industry leading experience and drive plan sponsor adoption. This is the perfect fit for outgoing and proactive leaders that want to build an organization from the ground up.

What you will do

Strategize and grow a service model to support executives with complex planning needs across a variety of benefit offerings

Stand up phone-based participant Stock Plan Servicing and advisory organization

Enhance in-plan financial planning offering to meet the complex planning needs of broadly complex participants

Hire, onboard and develop team members to deliver on the service models, business goals, and designed customer experience for these service models

Develop service offering for nonqualified plan participants

Strategize, own, and develop business plan, job architecture and business model to execute through modeling results, analytics, and execution of plan from the ground up

Drive high velocity, high impact organization to exceptional results characterized by deepened customer relationships and financial plan delivery / execution

Support plan sponsor consultation on adoption of holistic service offering to best serve their most complex employees

Develop team of 20 associates to 100 or more in 2-5 years by attracting and retaining top talent at the associate, manager, and director levels

Oversee growth of comprehensive Financial Planning team for Workplace business line

Create strategies to enhance business growth, while supporting new initiatives, process enhancements, and team execution

Coach leaders to deliver exceptional results personally and through their teams

Lead through change management in a fast paced, growth-oriented environment

Ensure supervisory expectations meet firm guidelines and are upheld throughout the organization

Hold team accountable to and deliver on productivity, performance, and customer experience expectations

Measure, analyze, evaluate, and manage workflows, business trends and profitability drivers to ensure revenue and AUM opportunities are maximized

What you will bring

Bachelor's degree required

10+ years of relatable industry leadership experience

FINRA Series 7, 24, & 66, required

Demonstrated experience owning and developing one or multiple lines of business

Expertise in asset growth and retention through comprehensive planning (including tax and estate planning, and asset optimization across ERISA and Non-ERISA plans)

Demonstrated success leading an organization while developing new service offerings that do not currently exist within the firm

Deep understanding of financial planning and other services (including tax and estate planning) needed to deliver delightful experiences to executives

Expertise in sales in a highly regulated environment

Excellent verbal and written communication and strong executive presence

What will set you apart

Master's degree preferred

Mastery of Microsoft Office software and ability to learn new technology systems

Culture development aligns with flat organization and collaborative mindset

PJPW - EPW

• 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

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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

210,000.00 - $250,000.00

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 :

04-16-2025

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Workplace Flexibility : Remote - Nationwide

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