Senior Director – Workplace Planning, Advice

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

📋 Description

• Oversee strategy and execution for all levels of the Workplace Planning & Advice teams by managing multiple Senior Managers.

• Propel enterprise metrics such as asset retention, adoption of managed accounts, Wealth referrals, and participant engagement.

• Take charge of the lifecycle development strategy from onboarding to advanced planning and transitions for high-net-worth clients.

• Establish uniform KPIs, quality standards for advice, and coaching frameworks throughout the managerial teams.

• Act as the primary leader for Empower's workplace advice model, ensuring compliance with regulatory standards and supervisory oversight.

• Formulate campaign strategies, performance management methods, and technology integration plans in collaboration with the Product, WPA Experience, Marketing, and Wealth teams.

• Collaborate cross-functionally to minimize leakage, enhance participant outcomes, and support strategic growth initiatives.

• Represent the Workplace Planning & Advice unit in enterprise planning, client interactions, and leadership forums.

• Foster cultural cohesion, diversity, and the development of managerial talent.

• Maintain consistent audit practices, licensing requirements, and regulatory oversight across all leadership tiers.

⛳️ Requirements

• A Bachelor's degree is mandatory.

• Possession of FINRA Series 7, 24, and 66 is required.

• FINRA fingerprinting is mandatory.

• A minimum of 7 years’ experience in retirement services, leadership in advice, or participant strategy is needed.

• At least 3 years of experience managing multi-team, multi-functional environments with direct accountability for personnel, performance, and revenue.

• Proven track record in campaign management, integration of advice platforms, or the development of advisory services.

• Exceptional analytical skills, executive communication abilities, and leadership qualities are essential.

• Preference will be given to candidates located in the Denver, Colorado area; relocation assistance is not available.

• Must have authorization to work for any employer within the U.S.; no employment visa sponsorship, including CPT/OPT, will be provided.

• An MBA or Master’s degree is preferred.

• CRPC/CFP designations are desirable.

• Demonstrated success in developing leadership pipelines, succession strategies, and high-performing teams within a large, complex financial services organization.

• Leadership experience in workplace retirement, wealth management, financial planning, or participant advisory services is required.

• Experience in leading a large, multi-level organization through people managers is essential.

• Experience in scaling or transforming financial advice delivery through technology, process optimization, or innovative participant engagement strategies is necessary.

• Must have reliable high-speed internet with a wired connection and a suitable home workspace for remote work.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.

• 401(k) plan featuring generous company matching contributions of up to 6%.

• Access to financial advisory services.

• Potential for discretionary retirement contributions from the company.

• A wide range of investment options.

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

• Business-casual workplace environment with the option to wear jeans.

• Generous paid time off granted upon hire.

• Ten paid company holidays along with three floating holidays each calendar year.

• Paid volunteer time totaling 16 hours per calendar year.

• Paid parental leave benefits.

• Coverage for short- and long-term disability.

• Family and Medical Leave (FMLA) provisions.

• Business Resource Groups open to all employees.

• Flexible work environment options.

• Provision of necessary computer equipment.

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