Senior Manager - Retirement Consultation (GC RPAT)

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 Senior Manager - Retirement Consultation position supports our General Consultants within the Retirement Plan and Advice Team. The Senior Manager will lead and motivate a group of Retirement Consultants and focus on team targets, consultant productivity, call quality, customer experience and operational excellence. This role will select, train, and coach new consultants, and develop processes to achieve productivity efficiencies including decreasing the time from on-boarding to successfully achieving goals.  This role will continue the growth and success of tenured consultants already in the role. Utilize the EMPOWER model to deliver Customer services that include distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Areas of key focus will include IRA, Stay In Plan, Taxable Brokerage, and in a future state, to include

Roll-Ins. 

What you will do: 

• Responsible for the development and speed to proficiency of new hires, including deep knowledge of RPAT plan rules, processes, procedures, and key stakeholders – inclusive of plan advisors, third-party administrators, and internal Workplace Solutions partners. 

• Manage a team to optimize productivity, effectiveness and customer outcomes. 

• Achieve headcount targets and retention of Consultants through hiring, training, coaching and developing associates and through implementation of recognition programs. 

• Actively seek promotional opportunities for reps into senior level teams by accelerating rep development curve 

• Work directly with Retirement Consultants to achieve high quality and efficient customer engagements. 

• Support the ongoing editing of existing content and creations of new guidelines and materials for Retirement Consultants. 

• Instill a culture of coaching and consistent feedback. 

• Lead and participate in individual goals, projects and company meetings as necessary. 

• As the principal of assigned representatives, will be responsible for ensuring that all supervisory controls are in place and regular audits are performed and documented. 

• Fields and ensures resolution of escalated issues from representatives, clients, and participants. 

• Identifies trends in escalated issues and proactively addresses with staff. 

• Act as in a supervisory principal capacity approving best interest fiduciary advice and new account openings for representatives. 

• Drive operational excellence by addressing and reducing errors and escalations. 

What you will bring:  

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

• FINRA Series 7, 24 and 63 registrations are required. 

• A Series 9/10 FINRA license is acceptable in lieu of the FINRA 24 license.