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.

This role leads the suite of services provided by Empower Advisory Group, LLC (EAG), a registered investment adviser, which includes My Total Retirement & Online Advice (MTR), Professional Management Program & Online Advice (PMP), Dynamic Retirement Manager (DRM), and the operational services white labeled with advisor firm partners in the form of Advisor Managed Accounts (AMA).

Comprehensive advice solutions are core to the Empower offering; we believe every individual deserves and will benefit from professional investment advice. EAG aspires to better serve clients and grow its business through the development of innovative solutions that provide value in professionally managed offerings, capital preservation products and retirement income solutions. These managed accounts represent over $850 billion in assets under supervision and are a critical component of Empower’s growth strategy.

What you will do:

• Own the overall vision, strategy, and P&L of the managed account solutions, and owner of business strategy and plan to drive increased value for customers and the firm.
• Lead a high-performing team to optimize and service existing products, while designing and building the future of advice for Empower; focused on delivering measurable results for our customers and business.
• Expand distribution channels and Advisory partner relationships to achieve aggressive multi-year growth goals in partnership with segment leadership teams. This includes a strategic focus on advisor managed account opportunities in a way that increases new sales and creates scale.
• Clearly define the value proposition of the EAG offer, leveraging data and analytics to demonstrate the importance of advice in a robust portfolio, thereby removing friction in the adoption process.
• Responsible for oversight of operational and regulatory components of managed account service delivery, both at the institutional and individual level, including implementation of new plans.  
• The incumbent will have a broad set of responsibilities including but not limited to the following:
  • Influence and create alignment with senior leaders across the organization on the strategic direction of EAG and requirements from each function to enable success. Prepare and deliver business reviews to senior management and the Board of Directors.
  • Manage and direct the evolution of key vendor relationships with two independent fiduciary entities critical to the delivery of participant investment advisory services.
  • Directly engage as a senior leader, supporting strategic partner meetings, presentations at industry conferences, and client pitches.
  • Conduct research and competitive analyses to support strategic planning and ensure the overall competitiveness of the managed accounts products and services. This is coupled with ongoing monitoring of book of business performance and future pipeline opportunity.
  • Oversight of product management processes and focus (in partnership with EPW) to ensure digital experience seamlessly guides individuals to drive adoption and support servicing needs.   
  • Oversee the technical team responsible for product creation and coordinate with technology and the broader Product organization to deliver novel capabilities and functionality.
  • Directly and indirectly lead the team responsible for all elements of plan sponsor client management and service, including goal setting, reporting, product implementation, and participant campaign management.
  • Ongoing focus on talent development, retention, and acquisition required to maintain an innovative organization driving growth.
  • Ensure the organization’s adherence to the highest professional standards along with all applicable compliance and regulatory requirements, including the management of a specific compliance oversight regime across the group’s activities.

What you will bring:

• A minimum of 10 years of experience in the retirement industry.
• In-depth knowledge of the managed accounts industry, including customers, regulatory environment, products, and competitors.
• In-depth knowledge of the Defined Contribution market.
• Demonstrated senior leadership, influencing, and stakeholder management skills, particularly in driving change management to accomplish aggressive goals in a complex environment.
• A visionary who can set and execute on a strategy, and an innovative thinker that acts with agility to react to changing market needs.
• Superior people-leadership skills with demonstrated experience in talent and team development, and consistent ability to attract and retain top talent.
• Bachelor’s degree in finance, economics, marketing or other business field required.
• Series 65 registrations required within corporate-established timelines.
• FINRA fingerprinting required.

What will set you apart:

• CPA (Certified Public Accountant), CFA (Certified Financial Advisor), MBA, and/or CFP (Certified Financial Planner) preferred.

***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) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

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.***

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