Investments Director

Empower • Overland Park, KS

5d • $125,400 - $181,875

About The Position

The Investment Director supports the growth and expansion of Empower Investments, the investment product and distribution business segment of Empower Financial. The role drives investment product distribution, increases assets under management (AUM), strengthens client relationships, and supports asset retention among existing and prospective institutional retirement plan clients.

The Investment Director serves as a subject matter expert on Empower Investments' offerings, including sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products. The role provides consultative investment expertise to plan sponsors, financial intermediaries, advisors, consultants, and internal sales and relationship management teams.

Working with Sales, Relationship Management, Key Accounts, and Investment Management, the Investment Director supports product positioning, institutional sales opportunities, and client retention across Large and Mega Corporate, Not-for-Profit, Government, and Taft-Hartley markets. The position calls for investment knowledge, relationship management, business development, and presentation skills, including the ability to analyze and communicate performance, market conditions, and economic trends. Travel of 40–60% or more may be required based on business needs.

Requirements

• Bachelor's degree in Business or a related field.
• 10 or more years of successful experience in financial services sales, investment product distribution, institutional sales, or a related financial services field.
• FINRA Series 6, 63, and 7 registrations and applicable state insurance licenses are required.
• FINRA fingerprinting is required.
• Comprehensive knowledge of the financial services industry, retirement plans, investment products, and institutional retirement markets.
• Strong understanding of investment concepts, portfolio strategies, investment performance, and application of investment products within retirement programs.
• Demonstrated experience in sales, business development, relationship management, and investment product positioning.
• Experience developing and maintaining relationships with financial intermediaries, plan sponsors, advisors, consultants, or institutional clients.
• Demonstrated project management, organizational, and business planning skills.
• Strong written and verbal communication, consultative selling, and presentation skills, including the ability to communicate complex investment information to diverse audiences.
• Ability to analyze and interpret investment performance, market conditions, economic data, and competitive investment product information.
• Demonstrated ability to collaborate across sales, relationship management, investment management, and other cross-functional teams.
• Ability to manage multiple priorities, identify process improvement opportunities, and support business growth initiatives.
• Ability to travel 40–60% of the time or more based on business needs.
• Applicants must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice To Haves

• Chartered Financial Analyst (CFA) designation or Master of Business Administration (MBA).
• Experience supporting investment product sales and retention within Large and Mega Corporate, Government, Not-for-Profit, or Taft-Hartley retirement plan markets.
• Experience working with investment consultants, institutional intermediaries, or key account relationships.
• Experience developing investment product distribution strategies, managing institutional sales pipelines, and driving measurable AUM growth and retention.

Responsibilities

• Develop and execute investment product distribution strategies to drive profitable growth, increase AUM, and support asset retention across institutional retirement plan markets.
• Serve as a subject matter expert on Empower Investments' product offerings, including sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products.
• Provide consultative investment expertise to existing and prospective plan sponsors, financial intermediaries, advisors, and institutional consultants to support product selection, positioning, and adoption.
• Partner with Sales Associates, Relationship Managers, and internal sales teams to identify business opportunities, strengthen client relationships, and support product retention.
• Develop and execute business plans with Relationship Managers across assigned market segments to expand product distribution and client engagement.
• Support institutional investment sales opportunities across Large and Mega Corporate, Not-for-Profit, Government, and Taft-Hartley retirement plan markets.
• Prepare and deliver investment presentations, portfolio reviews, product comparisons, and investment strategy discussions.
• Analyze and communicate investment performance, fund characteristics, market trends, economic conditions, and competitive positioning to support recommendations and client discussions.
• Use investment manager research and strategy reviews to communicate investment objectives, portfolio construction, investment processes, and product differentiation.
• Collaborate with Key Account teams to support intermediary relationships, participate in advisor discussions, and increase awareness and adoption of Empower Investments' products.
• Identify, prioritize, develop, and maintain investment sales opportunities and qualified pipelines with internal sales and relationship management teams.
• Execute targeted AUM placement, investment product growth, and asset retention initiatives aligned with business objectives.
• Gather and communicate competitive intelligence, client feedback, and market insights to inform investment product positioning, development, and management.
• Lead initiatives to identify investment-related revenue growth opportunities and improve distribution effectiveness.
• Provide investment product training and education to internal sales, relationship management, and client service teams.
• Respond to investment-related inquiries from internal stakeholders and external clients, including plan sponsors, financial advisors, and consultants.
• Maintain knowledge of applicable regulatory requirements, compliance standards, and operational processes related to investment products and institutional distribution.
• Maintain required professional registrations, licenses, and certifications in accordance with company and regulatory requirements.

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, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time: 16 hours per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups that facilitate inclusion and collaboration and are open to all.
• Sales positions are eligible for sales incentives and, in some instances, a bonus plan; non-sales positions may participate in a bonus program.

What This Job Offers

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