Senior Director, Workplace Planning and Executive Services

$132,600 - $192,300/Yr

Empower Company S.R.O. - Boston, MA

Full-time - Senior

Remote - Boston, MA

Amusement, Gambling, and Recreation Industries

About the position

The Senior Director, Executive Services and Workplace Planning is responsible for building and executing Empower's workplace strategy for financial planning and executive engagement. This role focuses on developing key services such as stock-plan and nonqualified plan services, while leading a high-performing team dedicated to enhancing customer experiences and driving plan sponsor adoption. The position requires a Certified Financial Planner (CFP) and is ideal for proactive leaders looking to build an organization from the ground up.

Responsibilities

• Build and execute Empower's workplace strategy for financial planning and executive engagement.
• Develop key services including stock-plan, nonqualified plan, executive and workplace financial planning services.
• Drive high velocity, high impact senior organization to exceptional results characterized by deepened customer relationships, financial plan delivery/execution and consolidation of held away assets.
• Strategize business plan, job architecture and business model with VP to execute through modeling results, analytics, and execution of plan.
• Support plan sponsor consultation on adoption of holistic service offering to best serve their most complex employees.
• Launch and develop Executive Services strategy, offering, and deliverables.
• Develop and grow a service model to support executives with complex planning needs including nonqual and stock plan optimization, tax/estate planning strategies, and comprehensive household planning.
• Oversee growth of comprehensive Financial Planning team for Workplace business line.
• Create strategies to enhance business growth, while supporting new initiatives, process enhancements, and team execution.
• Coach leaders to deliver exceptional results personally and through their teams.
• Lead through change management in a fast paced, growth-oriented environment.
• Ensure supervisory expectations meet firm guidelines and are upheld throughout the organization.
• Hold team accountable to and deliver on productivity, performance, and customer experience expectations.
• Measure, analyze, evaluate, and manage workflows, business trends and profitability drivers to ensure revenue and AUM opportunities are maximized.

Requirements

• Bachelor's degree required, Master's degree preferred.
• 10+ years of relatable industry leadership experience.
• Certified Financial Planner (CFP) designation, required.
• FINRA fingerprinting required.
• FINRA Series 7, 24, & 66, required.

Nice-to-haves

• Demonstrated success leading an organization while developing new service offerings that do not currently exist within the firm.
• Expertise in asset growth and retention through comprehensive planning (including tax and estate planning, and asset optimization across ERISA and Non-ERISA plans).
• Deep understanding of financial planning and other services (including tax and estate planning) needed to deliver delightful experiences to executives.
• Excellent verbal and written communication and strong executive presence.

Benefits

• Medical, dental, vision and life insurance.
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%).
• 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) - internal networks that rally around common interest, experiences and identities.