Senior Manager Retirement Consultation – LMN

Empower • Greenwood Village, CO

7d • $100,900 - $142,525 • Hybrid

About The Position

The Senior Manager Retirement Consultation – LMN will lead and motivate a group of Senior Retirement Consultants specialized in Large, Mega, and Not-For-Profit employer-sponsored plans. They focus on team targets, overseeing the delivery of consultative advice and guidance to plan participants regarding their plan assets, driving consultant productivity, call quality, and operational excellence. Customer services include all services that support first dollar in to last dollar out solutions for participants – including distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Areas of key focus will include advice delivery, IRA, Stay In Plan, Taxable Investment, and Roll-In.

Requirements

• Bachelor's Degree or an equivalent combination of education and professional work experience
• FINRA Series 7, 24, and 63 registrations required within corporate-established timelines.
• Series 9/10 FINRA license is acceptable in lieu of the FINRA 24 license
• FINRA 65/66 registrations are permissible
• FINRA fingerprinting required
• 3-5 years of relatable sales experience in financial services industry
• Proven success in sales management
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

• 3-5 years of relatable sales experience and/or leadership.
• 2-4 years demonstrated success in financial services.
• Ability to handle stressful situations and effectively manage experienced associates and sophisticated customer concerns people on a daily basis
• Motivated, self-starter with the ability to master new information quickly and independently.
• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Excellent written, verbal, consulting and presentation skills
• Manages resources, priorities, sets goals and objectives; develops performance expectations
• Proficient knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC

Responsibilities

• Drive high performing, senior level teams to achieve customer deepening goals and expert knowledge about Large Mega and Not for Profit plan rules, processes, and procedures
• Develop and implement strategies to achieve business goals supporting new initiatives, products through employee adoption and execution
• Achieve targets across asset retention, investment/retail and plan assets
• Manage to headcount targets across segment, collaborating with other segment managers both within LMNC and sending segments (General Consultation, etc) to ensure promotions and transitions meet department headcount and staffing goals – manage associate retention and satisfaction
• Execute high retention rates across outbound campaigns intended to engage participants upon job separation; ensure opportunities are called in a timely manner and customer experience meets high quality standards
• Manage segment level service level metrics, low abandoned rates and high call quality
• Drive adoption of new products, services, and tools across associates – creating a positive feedback loop with appropriate partners
• Be an advocate, coach and driver of new Empower conversation model
• Set and drive targets by period (activities, conversations, call quality, etc)
• Ensure that all supervisory controls are in place and regular audits are performed and documented
• Coaches, writes and delivers feedback and develop and manage performance plans
• Fields and ensures resolution of escalated issues from representatives, clients, and participants
• Identifies trends in escalated issues and proactively addresses with staff
• Act as in a supervisory principle capacity approving best interest fiduciary advice and new account openings for representatives
• Drive operational excellence by addressing and reducing errors and escalations
• Lead and participate in individual goals, projects and company meetings as necessary

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: Manager