Senior Manager, Planning Consultation

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, Planning Consultation develops and oversees the strategy for workplace advice and planning customer engagement.  Their team is responsible for engaging customers in personalized consultations to expand relationships and deliver valuable experiences.  This individual implements an outbound and inbound consultation strategy to lead towards Empower’s growth goals.  Successful leaders in this role show a deep desire to help customers and a passion for coaching consultants in developing their interactions.  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 team towards exceptional results characterized by deepened customer relationships and delivery of planning referrals
• Develop and implement strategies to enhance business growth, while supporting new initiatives, process enhancements, and team execution
• Coach a growing team to new levels of performance, while partnering across Empower Personal Wealth to funnel proper appointments to associates
• Lead through change management in a fast paced, growth-oriented environment
• Review and assure quality for consultant interactions in a supervisory capacity
• Ensure customer success through resolution of escalated issues, addressing and reducing errors, and achieving service level metrics
• Enhance your leadership and coaching skillset to progress your career through larger roles within the organization

What you will bring

• Bachelor’s degree or an equivalent combination of education and professional work
• 3-5 years of relatable industry leadership experience
• FINRA S7, 63 & 24 registrations required within corporate-established timelines. FINRA 65/66 permissible
• FINRA fingerprinting required

What will set you apart

• Demonstrated success in improving performance results at the individual and team level
• Understanding of financial planning process and understanding of key engagement points to inject planner interaction
• Excellent verbal and written communication and consultation skills
• Working knowledge of Microsoft Office software and ability to learn new technology systems

#PJPW 

***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 matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$76,300.00 - $107,800.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunit