Senior Director, Workplace Planning and Executive Management

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Director, Executive Engagement and Workplace Planning develops and executes Empower’s workplace strategy for financial planning and executive engagement within the greater organizational strategy.  They are responsible for developing key services including stock-plan, nonqualified plan, executive and workplace financial planning services.  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

• Drive high velocity, high impact senior organization to exceptional results characterized by deepened customer relationships, financial plan delivery/execution and consolidation of held away assets.

• Strategize business plan, job architecture and business model with VP to execute through modeling results, analytics, and execution of plan

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

• Launch and develop Executive Services strategy, offering, and deliverables. Develop and grow a service model to support executives with complex planning needs including nonqual and stock plan optimization, tax/estate planning strategies, and comprehensive household planning.

• 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, Master's degree preferred

• 10+ years of relatable industry leadership experience

• Certified Financial Planner (CFP) designation, required

• FINRA fingerprinting required

• FINRA Series 7, 24, & 66, required

What will set you apart

• 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

• Culture development aligns with flat organization and collaborative mindset

• Expertise in sales in a highly regulated environment

• Ability to work under pressure and deadlines in a rapid growth, ambiguous and changing environment

• Hiring and development practices project growth to the organization and scale of business practices

• Excellent verbal and written communication and strong executive presence

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

***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 m