Senior Wealth Solutions Manager

EmpowerGreenwood Village, CO

About The Position

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Wealth Solutions Manager leads and develops a team of advisors and associates focused on serving Empower clients and prospects with less than $250K in assets. This leader drives client acquisition, conversion, and asset growth through high-volume engagement, consistent execution, and delivery of a strong first impression of Empower’s wealth experience. The role combines a hands-on, metrics-driven management approach with a focus on efficiency, advisor development, and client satisfaction. Success is measured by the team’s ability to convert prospects into clients, grow assets under management, and deliver consistent, high-quality client interactions that build trust and retention.

Requirements

  • Bachelor’s degree or an equivalent combination of education and professional experience.
  • 3–5 years of relatable industry experience in asset growth and leadership.
  • FINRA Series 24 (or 9/10), Series 7, and Series 66 (or 7, 63, and 65 depending on state requirements).
  • FINRA Fingerprinting required.
  • In-depth understanding of retail investment vehicles and qualified retirement plans.
  • Excellent written, verbal, consulting, and presentation skills.
  • Proficient in Windows and Microsoft Office applications (Word, Excel, PowerPoint, etc.).
  • Motivated self-starter with strong learning agility and ability to work independently.
  • Demonstrates passion for leadership, resilience under pressure, and a client-first mindset.
  • Promotes process improvement, team advocacy, and continuous learning.

Responsibilities

  • Drive high-velocity, senior-level teams to deliver exceptional client-centric conversations and expert-level industry knowledge.
  • Develop and implement strategies to achieve business goals while supporting new initiatives, process enhancements, and operational execution.
  • Coach and mentor a growing team to achieve new levels of performance, partnering with internal Empower teams to ensure appropriate client assignments and referrals.
  • Lead through change management in a fast-paced, growth-oriented environment.
  • Review and approve best interest fiduciary advice in a supervisory capacity.
  • Ensure customer success by resolving escalated issues, reducing errors, and meeting service-level metrics.
  • Perform duties inherent to a managerial role, including staffing, performance management, and professional development.

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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