Director, Participant Engagement

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Lead and oversee a regional team of retirement advisers and/or counselors.

• Implement a regional growth strategy and business plan aimed at maximizing participation in defined contribution plans, along with assets and savings rates.

• Enhance participants’ diversification and strategies for wealth accumulation and distribution.

• Optimize the adoption and utilization of Empower products and services, including Managed Accounts through Empower Advisory Services.

• Promote a culture of safety, autonomy, accountability, support, coaching, feedback, high performance, engagement, learning, and career development.

• Ensure consistent execution of service models utilizing Empower technology resources and counseling processes.

• Comply with corporate policies and procedures.

• Monitor and track records to ensure regulatory and fiduciary compliance in the capacity of Supervising Principal.

• Conduct training sessions on service activities, compliance requirements, and corporate/industry policies and procedures.

• Build collaborative partnerships with regional personnel, plan sponsors, and both internal and external stakeholders.

• Analyze and manage expenditures in accordance with budgetary guidelines.

• Engage in sales presentations alongside Regional Sales Directors and senior management.

• Perform responsibilities inherent to a supervisory role.

• Cultivate relationships and navigate prospective accounts within a designated geographic area.

⛳️ Requirements

• Bachelor's degree in Business or a related field is preferred.

• 7–10 years of experience in the Financial Services industry.

• Knowledge of management, training, coaching, and leadership principles.

• General familiarity with technology software.

• Proficiency in MS Word, Excel, PowerPoint, and Outlook, with the ability to learn new systems.

• Proven capability to influence and persuade others, drive behavioral change, support personal development, and execute strategies that align with organizational initiatives, as well as exceed corporate goals.

• FINRA 6, 63, 26, and 65 registrations are required within specified timelines; at least two registrations are needed for consideration.

• FINRA fingerprinting is mandatory.

• Applicants must have authorization to work for any employer in the U.S.; no employment visa sponsorship or transfer of sponsorship, including CPT/OPT, is available.

• Previous management experience is preferred.

• Familiarity with financial services and defined contribution industries, along with associated products and services, is preferred.

• Preferred financial services designations include CFP, ChFC, CRC, or CRPC, or the ability to obtain one within the first year.

• Proven success in meeting or exceeding performance goals in previous positions.

• For remote/hybrid roles, reliable high-speed internet with a wired connection and an appropriate home workspace are required.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a diverse investment lineup.

• Tuition reimbursement up to $5,250 per year.

• A business-casual work environment, including the option to wear jeans.

• Generous paid time off from the start, comprising a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 16 hours per calendar year.

• Leave of absence programs, including paid parental leave, short- and long-term disability, as well as Family and Medical Leave (FMLA).

• Access to Business Resource Groups (BRGs) for all employees.

• Opportunity for a bonus program for non-sales roles.

• Sales incentives and, in some cases, a bonus plan for sales positions.

• Reliable high-speed internet and a suitable home workspace are required for remote/hybrid positions.

• Essential computer equipment will be provided.