Senior Segment Manager Advisor Services
About The Position
The Sr Segment Manager, Advisory Services position will serve as the primary contact for the participant advisory services program provided by Empower Advisory Group (EAG) and its distribution to assigned business segment(s). A Senior Segment Manager supports and ensures the highest client (plan sponsor), and key internal contacts (Empower sales & client relationship personnel) satisfaction. They will be responsible for the largest and most complex plan sponsors in Workplace Solutions. The Sr. Segment Manager role will provide expertise and leadership to the EAG. The successful candidate will possess exceptional client management, presentation, organizational, and communication skills.
Requirements
- Bachelor’s degree in business, finance or similar field; without a degree, an additional four years of directly related 10 years’ industry experience
- Advisory services operational experience is required
- Build collaborative and cooperative relationships; effectively manages conflict
- Operate with integrity and communicate respectfully in language, writing, and actions
- Series 65 registrations required within established timelines
- FINRA fingerprinting required upon hire
Nice To Haves
- Management experience preferred
Responsibilities
- Serve as the EAG contact for strategic initiatives, subject matter expertise and relationship related support of the participant advisory services program for segment channels.
- Understand pipeline and sales strategy; develop client strategy, determine client opportunities and support needs
- Train associates on the participant advisory services program
- Deliver reporting to clients in segment business lines and Institutional Partners that use the EAG Services; covering topics including product performance and impacts to participants and SLA reporting
- Create, present and execute on campaign strategy to support product rollout, annual support or product updates
- Serve as subject matter expert to largest segment business lines that use the EAG Suite of Advisory Services; negotiating contracts, assisting them in the implementation and rollout of the suite of services, and reporting on SLAs
- Coordinate the resolution and response to questions/issues/exception requests regarding Advisory Services
- Work with the EAG Business Development staff - support training, sales and demonstration presentations to prospects, existing clients, partners, sales, service, advisors, internal EAG staff
- Serve as project team member to develop, implement and roll out enhancements to the EAG suite of participant advisory services in conjunction with EAG Product Development staff
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
