Director Participant Engagement

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 Director Participant Engagement leads a field team of office staff, advisers and/or counselors focused on supporting employees of Empower’s clients prepare for a successful retirement by helping them to replace the income they earned while working. This is done through developing and executing upon goals that align to a growth and marketing strategy that maximizes plan participation, assets and the use of Empower Advisory Services and products in an assigned geographic area. This role has full responsibility for a team of 10 - 12 Retirement Plan Advisors (RPA) including: recruitment, training, coaching, development, performance management, and expense management. Extensive relationship building and navigation of prospective accounts is a key aspect of the role.

This Director Participant Engagement will oversee a RPA team working with hospital organization clients/participants in the Central and Eastern time zones.

The Director must be based in a Mountain, Central or Eastern time zone with ability to travel as necessary.

What you will do

• Lead and manage a regional team(s) with the purpose of executing on a regional growth strategy and business plan that identifies new business opportunities for maximizing defined contribution plan (457(b), 403(b), 401(k)) participation, assets and savings rates as well as improve the participant’s overall diversification and wealth accumulation and distribution strategy

• Maximize the adoption and use of Empower products and services, including Managed Accounts through Empower Advisory Services

• Create an environment of safety, autonomy, high-accountability, support, coaching and feedback that fosters an environment of employee high performance, engagement, learning and career development 

• Ensure the team is adhering to a consistent service model by using Empower technological resources and counseling processes while adhering to corporate policies and procedures

• As the Supervising Principal, ensure that all regulatory and fiduciary rules and standards are adhered to by tracking and monitoring the associated records

• Facilitate training sessions to enhance service activities, compliance requirements and corporate/industry policies and procedures

• Build strong partnerships with key regional personnel, plan sponsor representatives and internal and external stakeholders to maximize the distribution and use of Empower products and services and carry out strategic initiatives

• Analyze and control all expenditures to conform to budgetary requirements

• Participate in the delivery of sales presentation along with Regional Sales Directors and key members of senior management

• Duties inherent in a supervisory position

What you will bring

• Bachelor’s degree in Business or related field preferred

• 7 - 10 years experience in Financial Services industry 

• Understanding of management, training, coaching & leadership principles

• General understanding of technology software with the ability to utilize MS Word, Excel, PowerPoint and Outlook and learn new systems

• Demonstrated ability to influence and persuade others, driving behavioral change and personal development while identifying and executing strategies that support organizational initiatives and exceed corporate goals

• FINRA 6, 63, 26 & 65 registrations required within corporate-established timelines.

• FINRA fingerprinting required

What will set you apart

• Previous management experience preferred

• Knowledge of the financial services & defined contribution industries as well as the associated products & services are preferred

• Financial services designations preferred (e.g. CFP, ChFC, CRC, CRPC) or the ability to obtain one within the first year of employment

• Demonstrated success in achieving or exceeding performance goals in prior roles

***Applicants must be authorized to work for any employer in the U.S. We ar