Advisor Advice Solutions & Partnerships Director
EmpowerAbout the role
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.
This role is a strategic, client-first leader within Advisory Services, responsible for shaping Advisor Managed Accounts' (AMA) product direction, strengthening advisor and consultant partnerships, and driving measurable growth. This role balances external engagement with advisors and intermediaries with internal product ownership, ensuring AMA remains a differentiated, scalable, and trusted advice solution. By serving as the voice of the client and collaborating with product, sales, and distribution teams, the Director advances Empower’s position in the managed accounts marketplace.
What you will do:
Build and manage a forward-looking AMA pipeline across partner firms and intermediary channels
Develop and maintain AMA scorecards measuring penetration, adoption, satisfaction, and revenue growth. Lead high-touch strategic discussions with consultants and advisors to expand penetration
Negotiate partnership terms and optimize performance in collaboration with distribution partners
Track competitive landscape trends to inform AMA’s market positioning and strategy. Differentiate AMA offerings relative to other advice solutions to strengthen competitive positioning
Act as the primary liaison between field feedback and product development to influence roadmap priorities
Ensure fee structures, disclosures, and operational processes remain competitive, compliant, and scalable
Drive continuous improvement through advisor/consultant engagement, competitor analysis, and outcome-based insights
Serve as a senior leader for advisor and intermediary relationships, aligning AMA with firm and participant goals
Deliver consultative insights and storytelling to drive adoption, engagement, and satisfaction
Collaborate across Product, Leadership, Sales, Marketing, Investments, and Relationship Management to ensure alignment and delivery. Partner with onboarding and operations teams to ensure seamless implementation and ongoing service
Lead and mentor a team responsible for advisor enablement and intermediary partnerships
What you will bring:
- Bachelor’s degree required
- 10–15 years of experience in institutional asset management, managed accounts, or advisor platform strategy with 3-5 years of leadership or people management experience
- FINRA Series 65 required within corporate-established timelines. Must successfully complete required FINRA fingerprinting
- Deep expertise in managed account structures and intermediary/consultant markets
- Proven track record of shaping product strategy and influencing roadmap execution
- Strong financial acumen with experience evaluating fee models, disclosures, and product economics
- Skilled in pipeline management, scorecard development, and translating insights into business actions.
What will set you apart:
- MBA, CFA®, CIMA®, or equivalent advanced designation preferred
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