Sr. Manager Workplace Planning & Advice - LMN

Empower

1d

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 Sr. Manager Workplace Planning & Advice - LMN leads a team of experienced Consultants who deliver core advisory services across retirement readiness, investment allocation, managed account enrollment, and financial planning conversations. This role is responsible for coaching to advice quality, driving participant retention and engagement, and fostering professional growth. Managers in this role partner cross-functionally to support consistent advice experiences and seamless participant transitions across the full customer lifecycle. What you will do:

Requirements

• Bachelor’s degree or equivalent work experience.
• FINRA Series 7, 24, and 66 required. (Series 9/10 acceptable substitute for 24)
• FINRA fingerprinting required.
• 4+ years of experience in financial services, retirement planning, or advisory environments.
• 2+ years of experience in people leadership, team coaching, or training preferred.
• Strong understanding of retirement planning tools, managed accounts, and core investment concepts.
• Working knowledge of Empower systems, planning technology, and CRM platforms (e.g., Salesforce).
• Skilled coach with the ability to elevate technical planning conversations.
• Confident in fiduciary supervision and regulatory oversight.
• Strong communicator and motivator with a passion for growth and development.
• Data-driven and capable of translating performance insights into coaching strategy.
• Collaborative across Workplace Planning & Advice (WPA), Wealth, and Experience teams.

Responsibilities

• Manage a team of Senior Consultants delivering personalized retirement guidance and mid-level fiduciary advice.
• Monitor and drive performance in key areas including managed account enrollment, asset retention, and participant satisfaction.
• Coach team members on advice depth, Empower's Best Interest Profile (BIP), rollover strategy, and integrated product conversations.
• Supervise and approve account openings and fiduciary recommendations in compliance with regulatory requirements.
• Provide regular coaching, development conversations, call reviews, and quality assessments.
• Collaborate with internal WPA partners, Workforce Management, and Segment teams to ensure alignment of staffing, messaging, and business goals.
• Partner with Wealth, Advice, and Digital Experience leaders to enable participant transitions and increase holistic household engagement.
• Track team performance against KPIs including activity targets, plan-level growth, conversation quality, and planning tool utilization.
• Identify training needs, performance gaps, and process enhancements to continuously improve service quality and team effectiveness.
• Promote a team culture centered on professionalism, development, diversity, and accountability.

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