Senior Manager Retirement Consultation - Gov
Job ID R.0050770 Date posted 02/24/2025 Worker type Regular Workplace flexibility Remote - NationwideOur 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 Mgr RetirementConsultation- GovtwillleadandmotivateagroupofSeniorRetirementConsultants specialized in Government employer-sponsored plans.Focus will beonteamtargets, overseeing the delivery of consultative advice and guidance to plan participants regarding their plan assets, driving consultant productivity, call quality, and operational excellence. Customer services include distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Areas of key focus will include advice delivery, IRA, Stay In Plan, Taxable investment, and Roll-Ins.
What you will do
- Drive high performing, senior level RSG teams to achieve customer-deepening goals and expert knowledge about government/457 plan rules, processes, and procedures
- Develop and implement strategies to achieve business goals supporting new initiatives, products through employee adoption and execution
- Cultivate relationships across DC Government and Channel Management to deliver on high quality consultative experiences and improve quality of referrals two-ways
- Achieve targets across asset retention, investment/retail and plan assets
- Execute high retention rates across outbound campaigns intended to engage participants upon job separation; ensure opportunities are called in a timely manner and customer experience meets high quality standards
- Manage segment level service level metrics, low abandoned rates and high call quality
- Drive adoption of new products, services, and tools across associates – creating a positive feedback loop with appropriate partners
- Be an advocate, coach and driver of new Empower conversation model
- Drive targets by period (activities, conversations, call quality, etc)
- Identify and manage risks
- Develops and monitors service and outcome standards to enhance experience of each caller and increase impact rates.
- Ensure that all supervisory controls are in place and regular audits are performed and documented.
- Coaches, writes and delivers feedback and develop and manage performance plans
- Fields and ensures resolution of escalated issues from representatives, clients, and participants.
- Identifies trends in escalated issues and proactively addresses with staff.
- Act as in a supervisory principle capacity approving best interest fiduciary advice and new account openings for representatives.
- Maintain appropriate headcount targets and retention of Consultants through hiring, recognition and promotions.
- Drive operational excellence by addressing and reducing errors and escalations.
- Lead and participate in individual goals, projects and company meetings as necessary.
What you will bring
- 3-5 years of relatable financial experience and/or leadership.
- 2-4 years demonstrated success in financial services.
- Ability to handle stressful situations and effectively manage associates and customer concerns on a daily basis.
- Motivated, self-starter with the ability to master new information quickly and independently.
- In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
- Advocates team review and continuous development of processes to create best practices.
- Leads by example, fostering and environment that encourages professional growth and promotes sharing of best practices and organizational learning.
- Actively facilitates and reinforces a customer-focused culture; employs critical thinking and problem solving while taking a new perspective on existing solutions to promote customer loyalty.
- Quickly identifies and clearly addresses customer-impacting training and performance gaps.
- Advocates customer and associate input, takes action, delegates and/or addresses with leadership in order to remedy procedural, systemic and/or resource constraints.
- Manages and measures work; mitigates risks and creates efficiencies.
- Networks cross-functionally, encouraging and facilitating communications and best practice sharing within and across individuals, team, departments and/or sites.
- Openly and genuinely gives credit to other and actively showcases success stories; refrains from creating silos or speaking as us vs. them ; avoids blaming, and models personal accountability
- Manages leadership pipeline; challenges all team members to grow in current position
- Excellent written, verbal, consulting and presentation skills
- Manages resources, priorities, sets goals and objectives; develops performance
- Proficient knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
EDUCATION:
- Bachelor's Degree or an equivalent combination of education and professional work experience
REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:
- FINRA Series 7, 24, and 63 registrations required within corporate-established timelines. A Series 9/10 FINRA license is acceptable in lieu of the FINRA 24 license.
- FINRA 65/66 registrations are permissible.
- FINRA fingerprinting required.
SUPERVISORY RESPONSIBILITIES
- Manage individual team of ~10-20 Retirement Consultants and all supervisory duties associated.
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
***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.***
#LI- Remote
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
$94,500.00 - $115,500.00The 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:
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