Senior Manager, Workplace Planning and Advice- Strategic Outreach

Empower • Overland Park, KS

2d • $96,100 - $135,700

About The Position

The Senior Manager, Workplace Planning and Advice - Strategic Outreach leads and motivates a group of Senior Retirement Consultants focused primarily on marketing and outbound campaigns. The team generates opportunities by contacting a wide variety of lead sources and assists customers with plan distributions, saving, investing, consolidating, and selecting additional products or services based on participant needs. The role drives team and campaign performance, develops strategies for new initiatives and products, and works with marketing, analytics, and internal relationship and channel partners to meet business goals and deliver effective customer experiences.

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 is acceptable in lieu of Series 24.
• FINRA fingerprinting required.
• FINRA Series 65/66 registrations are permissible.
• 3–5 years of relatable financial experience and/or leadership.
• 2–4 years of demonstrated success in financial services.
• In-depth understanding of IRAs, retirement investment products and services, and the qualified retirement plan environment.
• Applicants must be authorized to work for any employer in the United States; the employer cannot sponsor or take over sponsorship of an employment visa, including CPT/OPT.

Nice To Haves

• Proven experience leading by example and fostering professional growth, sharing of best practices, and organizational learning.
• Ability to effectively advocate for customer and associate input, act, delegate, and/or address procedural, systemic, or resource constraints with leadership.
• Proficient knowledge of Windows and Microsoft Office software, including Word, Excel, and PowerPoint, and various file manipulation skills on a PC.

Responsibilities

• Drive high-performing, senior-level Workplace Planning and Advice teams to achieve customer-deepening goals and successful campaign strategies.
• Develop and implement strategies to achieve business goals, supporting new initiatives and products through employee adoption and execution.
• Partner with marketing and analytics to generate outbound email, mail, and phone campaigns.
• Manage headcount and business targets to ensure the team achieves department targets.
• Partner with internal defined contribution relationship and channel management partners to ensure associates are trained and prepared to execute campaign expectations.
• Set and drive periodic targets for activities, conversations, call quality, and other measures.
• Develop and monitor service and outcome standards to enhance each caller’s experience and increase impact rates.

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.
• 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 associates.
• Business-casual environment with the option to wear jeans.
• Bonus program opportunity for non-sales positions; sales positions may be eligible for sales incentives and, in some instances, a bonus plan.

What This Job Offers

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