Director Participant Engagement

Empower • Waltham, MA

8d • $116,300 - $164,225

About The Position

The Director Participant Engagement leads a field team of retirement advisers and/or counselors who support employees of Empower clients in preparing for retirement and replacing the income they earned while working. The role develops and executes goals aligned with a growth and marketing strategy to maximize plan participation, assets, and use of Empower Advisory Services and products in an assigned geographic area. Building relationships and navigating prospective accounts are key aspects of the position.

The director leads regional business planning and growth, supports team performance and development, ensures consistent service and regulatory compliance, builds partnerships with regional and internal stakeholders, and manages expenditures. The role also participates in sales presentations and carries out duties inherent in a supervisory position.

Requirements

• 7–10 years of experience in the financial services industry.
• Understanding of management, training, coaching, and leadership principles.
• General understanding of technology software and ability to use MS Word, Excel, PowerPoint, and Outlook and learn new systems.
• Demonstrated ability to influence and persuade others, drive behavioral change and personal development, and identify and execute strategies that support organizational initiatives and exceed corporate goals.
• FINRA Series 6, 63, 26, and 65 registrations required within established timelines; at least two registrations are required for consideration.
• FINRA fingerprinting required.
• Authorization to work for any employer in the United States; the company is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

Nice To Haves

• Bachelor’s degree in Business or a related field preferred.
• Previous management experience preferred.
• Knowledge of the financial services and defined contribution industries and associated products and services preferred.
• Financial services designation preferred (e.g., CFP, ChFC, CRC, CRPC), or ability to obtain one within the first year of employment.
• Demonstrated success achieving or exceeding performance goals in prior roles.

Responsibilities

• Lead and manage a regional team executing a regional growth strategy and business plan to maximize defined contribution plan participation, assets, and savings rates, and improve participant diversification and wealth accumulation and distribution strategies.
• Maximize adoption and use of Empower products and services, including Managed Accounts through Empower Advisory Services.
• Foster a safe, autonomous, accountable, supportive team environment through coaching and feedback, promoting performance, engagement, learning, and career development.
• Ensure the team follows a consistent service model using Empower technological resources and counseling processes while adhering to corporate policies and procedures.
• As Supervising Principal, track and monitor records to ensure adherence to regulatory and fiduciary rules and standards.
• Facilitate training on service activities, compliance requirements, and corporate and industry policies and procedures.
• Build partnerships with regional personnel, plan sponsor representatives, and internal and external stakeholders to promote Empower products and services and carry out strategic initiatives.
• Analyze and control expenditures to meet budgetary requirements.
• Participate in sales presentations with Regional Sales Directors and senior management.
• Perform duties inherent in a supervisory position.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all employees.
• Bonus program for non-sales positions; sales incentives and, in some instances, a bonus plan for sales positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Director