Director Participant Engagement

Empower

1d • Hybrid

About The Position

The Director Participant Engagement leads a field team of office staff, advisers, and/or counselors focused on supporting employees of Empower’s clients in preparing for a successful retirement by helping them to replace the income they earned while working. This is achieved through developing and executing upon goals that align to a growth and marketing strategy designed to maximize plan participation, assets, and the use of Empower Advisory Services and products in an assigned geographic area. This role carries full responsibility for all regional office administrative staff, Retirement Plan Advisors, and Retirement Plan Counselors, encompassing recruitment, training, coaching, development, performance management, and expense management. Extensive relationship building and navigation of prospective accounts are key aspects of the role. Empower's vision is based on transforming financial lives by giving its people the freedom to transform their own, offering a flexible work environment and fluid career paths, and celebrating internal mobility. The company also recognizes the importance of purpose, well-being, and work-life balance, striving to create a welcoming and inclusive environment where associates dedicate time to volunteering.

Requirements

• Bachelor’s degree in Business or related field preferred
• 7 - 10 years experience in Financial Services industry
• Understanding of management, training, coaching & leadership principles
• General understanding of technology software with the ability to utilize MS Word, Excel, PowerPoint and Outlook and learn new systems
• Demonstrated ability to influence and persuade others, driving behavioral change and personal development while identifying and executing strategies that support organizational initiatives and exceed corporate goals
• FINRA 6, 63, 26 & 65 registrations required within corporate-established timelines
• FINRA fingerprinting required

Nice To Haves

• Previous management experience preferred
• Knowledge of the financial services & defined contribution industries as well as the associated products & services are preferred
• Financial services designations preferred (e.g. CFP, ChFC, CRC, CRPC) or the ability to obtain one within the first year of employment
• Demonstrated success in achieving or exceeding performance goals in prior roles

Responsibilities

• 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 improve the participant’s overall diversification and wealth accumulation and distribution strategy
• Maximize the adoption and use of Empower products and services, including Managed Accounts through Empower Advisory Services
• Create 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 the team is adhering to a consistent service model by using Empower technological resources and counseling processes while adhering to corporate policies and procedures
• As the Supervising Principal, ensure that all regulatory and fiduciary rules and standards are adhered to by tracking and monitoring the associated records
• Facilitate training sessions to enhance service activities, compliance requirements and corporate/industry policies and procedures
• Build strong partnerships with key regional personnel, plan sponsor representatives and internal and external stakeholders to maximize the distribution and use of Empower products and services and carry out strategic initiatives
• 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
• Duties inherent in a supervisory position

Benefits

• 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 501-1,000 employees