Senior Manager, Planning Consultation

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Manager, Planning Consultation develops and oversees the strategy for workplace advice and planning customer engagement. Their team is responsible for engaging customers in personalized consultations to expand relationships and deliver valuable experiences. This individual implements an outbound and inbound consultation strategy to lead towards Empower’s growth goals. Successful leaders in this role show a deep desire to help customers and a passion for coaching consultants in developing their interactions. This is the perfect fit for outgoing and proactive leaders that want to build an organization from the ground up.

What you will do

• Drive high velocity, high impact team towards exceptional results characterized by deepened customer relationships and delivery of planning referrals
• Develop and implement strategies to enhance business growth, while supporting new initiatives, process enhancements, and team execution
• Coach a growing team to new levels of performance, while partnering across Empower Personal Wealth to funnel proper appointments to associates
• Lead through change management in a fast paced, growth-oriented environment
• Review and assure quality for consultant interactions in a supervisory capacity
• Ensure customer success through resolution of escalated issues, addressing and reducing errors, and achieving service level metrics
• Enhance your leadership and coaching skillset to progress your career through larger roles within the organization

What you will bring

• Bachelor’s degree or an equivalent combination of education and professional work
• 3-5 years of relatable industry leadership experience
• FINRA S7, 63 & 24 registrations required within corporate-established timelines. FINRA 65/66 permissible
• FINRA fingerprinting required

What will set you apart

• Demonstrated success in improving performance results at the individual and team level
• Understanding of financial planning process and understanding of key engagement points to inject planner interaction
• Excellent verbal and written communication and consultation skills
• Working knowledge of Microsoft Office software and ability to learn new technology systems

***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.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$76,300.00 - $107,800.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-19-2024