Director Participant Engagement

Job Description

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.

The Director Participant Engagement will lead a field team of office staff, advisors and/or counselors focused on helping government employees prepare for a successful retirement by helping them to replace the income they earned while working. This is done through developing and executing upon goals that align to a growth and marketing strategy that maximizes plan participation, assets and the use of Empower Advisory Services and products in an assigned geographic area. This role has full responsibility for all regional office administrative staff, Retirement Plan Advisors and Retirement Plan Counselors; including: recruitment, training, coaching, development, performance management, and expense management. The role may extend to the targeting, pursuing and closing new plans for Empower Retirement Government Markets, resulting in additional assets under management. Extensive relationship building and navigation of prospective accounts is a key aspect of the role.

This Director will oversee a dedicated Participant Engagement team in the Northeast, across several states. The Director must be based in in this territory and be willing to travel as necessary.

What you will do

Lead and manage a regional team(s) with the purpose of executing on a regional growth strategy and business plan that identifies new business opportunities for maximizing defined contribution plan (457(b), 403(b), 401(k)) participation, assets and savings rates as well as improving the participant s overall diversification and wealth accumulation and distribution strategy

Maximize the regional adoption and use of Empower products and services, including but not limited to Managed Accounts through Empower Advisory Services, offered by Advised Assets Group (AAG)

Lead by creating an environment of safety, autonomy, high-accountability, support, coaching and feedback that fosters an environment of employee high performance, engagement, learning and career development

Ensure that the regional team is adhering to a consistent service model by using Empower Retirement technological resources and counseling processes while adhering to corporate policies and procedures

As the Supervisory Principal, ensures that all regulatory and fiduciary rules and standards are adhered to by tracking and monitoring the associated records as well as delivering supervisory reviews

Facilitate training sessions to enhance service activities, compliance requirements and corporate/industry policies and procedures

Track, measure and review results of performance of Retirement Plan Advisors and Counselors against established performance benchmarks

Build strong partnerships with key regional personnel, plan sponsor representatives and internal and external stakeholders in an effort to maximize the distribution and use of Empower products and services and carry out strategic initiatives

Serve as liaison to the client relationship management and sales leadership roles

Analyze and control all expenditures to conform to budgetary requirements

Participate in the delivery of sales presentation along with Regional Sales Directors and key members of senior management

Successfully exceed all additional expectations defined by the organization and plan sponsor

What you will bring

Bachelor’s degree in Business or related field or equivalent work experience

7 - 10 years' experience in the financial services industry

Financial services designations preferred, such as the CFP, ChFC, CRC, CRPC, etc., or the ability to obtain one within the first year of employment

An understanding of management, training, coaching & leadership principles

Possess leadership principles of influence and persuasion to lead teams as opposed to authority and coercion

Ability to challenge people to change and adapt their behavior and take action to develop themselves and support organizational initiatives and exceed goals

Ability to identify and execute on strategies that support corporate goals

Ability to develop others through training, coaching & leadership to improve their performance

FINRA Series 6, 26, 63, 65 registrations required within established timeframes



What will set you apart

Proven top performer in a given line of work or other activities

Previous management experience

Knowledge of the financial services & defined contribution industries as well as the associated products & services

General understanding of technology software with the ability to utilize MS Word, Excel, PowerPoint and Outlook and learn new systems

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

$(phone number removed) - $(phone number removed)

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 opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Job Posting End Date:

01-24-2024

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