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EmpowerSenior Manager, Workplace Planning and Advice – LMN
Empower is seeking a Senior Manager, Workplace Planning and Advice – LMN to lead a team of Senior Workplace Planning Consultants. This role focuses on large,…
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About This Role
Empower is seeking a Senior Manager, Workplace Planning and Advice – LMN to lead a team of Senior Workplace Planning Consultants. This role focuses on large, mega, and not-for-profit employer plans, directing consultative guidance for participants regarding asset management, plan distributions, savings, and investment solutions. The position requires driving team productivity, maintaining operational excellence, and ensuring high customer satisfaction standards. The ideal candidate is a self-starter with a background in…
Job Description
Empower is seeking a Senior Manager, Workplace Planning and Advice – LMN to lead a team of Senior Workplace Planning Consultants. This role focuses on large, mega, and not-for-profit employer plans, directing consultative guidance for participants regarding asset management, plan distributions, savings, and investment solutions. The position requires driving team productivity, maintaining operational excellence, and ensuring high customer satisfaction standards.
The ideal candidate is a self-starter with a background in financial services sales and management, capable of handling complex client matters and motivating experienced professionals. Empower provides a flexible work environment with comprehensive benefits, supporting career development and internal mobility.
Responsibilities
- Guide senior-level teams to meet customer deepening targets and master plan rules for large, mega, and not-for-profit entities
- Formulate and execute strategies to fulfill business goals and encourage employee adoption of new offerings
- Monitor headcount targets, coordinate with segment managers for staffing goals, and manage employee retention
- Oversee outbound campaign retention rates and ensure prompt customer engagement following job separations
- Supervise service level metrics, call quality, and low abandonment rates
- Conduct supervisory controls, perform regular audits, and document findings
- Approve best interest fiduciary advice and new account openings as a supervisory principal
- Resolve escalated issues from participants, clients, and staff while identifying underlying trends
Requirements
- Possess a Bachelor's Degree or equivalent professional experience
- Hold FINRA Series 7, 24, and 66 registrations within corporate timelines, or Series 9/10 in lieu of Series 24
- Complete FINRA fingerprinting
- Have 3 to 5 years of relevant sales experience in the financial services sector
- Demonstrate success in sales management
- Authorize work for any U.S. employer without visa sponsorship needs
Qualifications
- 3 to 5 years of relatable sales experience and or leadership
- 2 to 4 years of demonstrated success in financial services
- In-depth familiarity with IRAs, retirement investment products, and qualified retirement plan environments
- Proficiency in Windows, Microsoft Office apps, and file manipulation on a PC
Core Skills
Benefits
- Medical, dental, vision, and life insurance
- 401(k) retirement savings plan featuring company matching up to 6%, financial advisory services, and potential discretionary contributions
- Tuition reimbursement of up to $5,250 annually
- Paid time off program alongside ten company holidays and three floating holidays
- 16 hours of paid volunteer time per calendar year
- Paid parental leave, short- and long-term disability, and FMLA leave programs
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, this role is remote, though remote workers must provide reliable high-speed wired internet through fiber, cable, or DSL, and maintain a quiet workspace.
What is the salary range for this job?
The base salary range is between $100,900 and $142,525 per year, with potential eligibility for sales incentives or bonus plans.
What licenses are required for this role?
Candidates must obtain FINRA Series 7, 24, and 66 registrations within corporate-established timelines, with a Series 9/10 acceptable in place of the Series 24.
Does Empower offer visa sponsorship for applicants?
No, applicants must be authorized to work for any U.S. employer, and the company cannot sponsor or take over sponsorship of employment visas.
Sample Interview Questions
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