Director Workplace Planning & Executive 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, Workplace Planning and Executive Engagement leads planning associates and practice groups responsible for delivering high-quality financial planning, benefits optimization, executive engagement, and related client experiences across Empower. This role fosters a client-focused, high-performance culture by coaching and developing advisors and planning associates, supervising registered activity, managing team execution, and ensuring the consistent delivery of planning experiences that build trust, improve client outcomes, and strengthen client relationships.

Reporting to the Vice President, Workplace Planning and Executive Engagement, this role is accountable for the execution and performance of assigned teams and practice groups. The Director partners with the Vice President to design, implement, and continuously improve the operating infrastructure required to scale high-performing planning and executive engagement teams. Responsibilities include developing service standards, operating procedures, practice management resources, reporting, training, quality controls, technology enablement, and workforce planning that improve advisor effectiveness, client outcomes, and overall business performance.

What You Will Do

• Lead, coach, develop, and retain planning associates responsible for comprehensive financial planning, benefits optimization, executive engagement, and related planning and advisory services

• Establish performance expectations for client experience, planning quality, productivity, compliance, collaboration, operational excellence, and business results

• Conduct coaching sessions, quality observations, performance reviews, and career development discussions that strengthen advisor capabilities and leadership effectiveness

• Manage team capacity, staffing, workload distribution, and practice group assignments to optimize service delivery and business performance

• Partner with Human Resources, Learning & Development, Compliance, and business leaders to recruit, onboard, develop, and retain top talent

• Oversee the delivery of client-focused financial planning and executive engagement experiences that promote personalized guidance and exceptional client service

• Monitor planning quality, service standards, workflows, and associate performance while identifying opportunities for continuous improvement

• Lead resolution of escalated client and plan sponsor issues while reinforcing a client-first culture

• Partner with the Vice President to enhance operating infrastructure, reporting, procedures, quality standards, and scalable service models

• Develop standardized workflows, playbooks, dashboards, and workforce planning tools that improve advisor effectiveness and organizational performance

• Identify operational improvement opportunities and implement solutions that enhance efficiency, quality, and the client experience.

• Support organizational change initiatives and lead the successful execution of strategic departmental priorities

• Own accountability for team performance and business results by monitoring key performance indicators, driving execution against established goals, and implementing action plans that improve client experience, productivity, quality, compliance, and overall business performance

• Partner cross-functionally to support client engagement, advisor effectiveness, and business growth

• Use reporting and performance analytics to drive informed decision-making and continuous improvement

• Serve in a supervisory capacity for registered associates by reviewing and supervising registered activities in accordance with regulatory requirements and company policy

• Reinforce compliant, ethical, and client-first behaviors

What You Will Bring