Sr. Director Retirement Solution Group

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.

Continue to build your rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.

The Sr Dir Retirement Solutions Group will be responsible for continuing to build and grow teams and initiatives within RSG. Oversees talent, processes, strategy, staffing, culture, performance targets, service and relationships to ensure the teams they oversee are successful.

What you will do

• Achieve performance and revenue metrics, asset retention and growth, headcount, and budget targets for division
• Asset retention and growth targets include retail performance, plan asset retention (SIP), managed account products, roll-in performance if/where applicable, and wealth management referrals
• Hire and develop talent
• Champion and drive advice delivery and adoption/ referrals
• Partner with workplace and relationship leaders to develop and deliver best in class participant advice/ education offerings
• Manage "Affiliated" channels for Wealth Management book and drive adoption of services and offerings
• Deliver referrals to respective Private Client, Wealth Management and Investment Services segments in EPW
• Manage training and development of associates to proficient levels around retirement plans, investments, plan rules/ policies, retirement regulations
• Manage campaigns, lead flows, and volumes to ensure healthy pipeline of lead opportunities to teams
• Develop managers, oversee performance plans and coaching
• Refine compensation plans, recognition programs, progressive disciplinary procedures, performance practices and other management processes
• Communicate business strategy, updates and expectations to organization to ensure awareness and manage culture, expectations, productivity and behaviors across team
• Partner with product, technology, marketing to design value-add, client-centric and profitable offerings
• Ensure associates have required licensing, credentials, capabilities and knowledge to perform jobs well
• Oversee customer escalations, error correction process, and root issue identification to improve processes
• Attend workplace client meetings, plan finals or reviews to partner and present EPW capabilities as needed
• Perform and deliver business performance reviews, analyze trends, and implement initiatives to constantly improve outcomes
• Launch new initiatives and pilots as needed to continue aligning workplace advice/ education to EPW vision and brand promise for clients
• Provide business input and requirements for process, product, and technology builds
• Foster diversity, belonging, inclusion, development, career pathing and professional development for associates

What you will bring

• Bachelor's degree or an equivalent combination of education and professional work experience.

• FINRA Series 7, 24 (or 9 & 10), 63 registrations required within corporate-established timelines.

• FINRA fingerprinting required.
• 7-10+ years demonstrated success in financial services and/or leadership
• 2-5+ years of management experience
• Proficient knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
• Expert managing multiple priorities and ability to handle stressful situations and people on a daily basis
• Excellent written, verbal and presentation skills
• Solves complex problems; takes a new perspective on existing solutions
• Advanced consulting skills
• Motivated, self-starter with the ability to master new information quickly and independently
• In-depth understanding of individual investments, IRAs/ taxable vehicles, mutual funds/ stocks/ bonds, retirement investment products/services and the qualified retirement plan environment
• Actively facilitates and reinforces a customer-focused culture; employs critical thinking and problem solving to promote customer loyalty.
• Maintains connectedness to customers; understands customer s needs objectives and goals.
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