PanAgora Asset Management · 15 hours ago
Senior Segment Manager Advisor Services
United States
Full-time
Remote
Senior Level, Lead/Staff
$96K/yr - $136K/yr
10+ years expPanAgora Asset Management is a company focused on transforming financial lives through a flexible work environment and internal mobility. The Sr Segment Manager, Advisory Services will serve as the primary contact for the participant advisory services program and ensure client satisfaction while managing complex plan sponsors.
FinanceFinancial Services
No H1B
Responsibilities
Serve as the EAG contact for strategic initiatives, subject matter expertise and relationship related support of the participant advisory services program for segment channels
Understand pipeline and sales strategy; develop client strategy, determine client opportunities and support needs
Train associates on the participant advisory services program
Deliver reporting to clients in segment business lines and Institutional Partners that use the EAG Services; covering topics including product performance and impacts to participants and SLA reporting
Create, present and execute on campaign strategy to support product rollout, annual support or product updates
Serve as subject matter expert to largest segment business lines that use the EAG Suite of Advisory Services; negotiating contracts, assisting them in the implementation and rollout of the suite of services, and reporting on SLAs
Coordinate the resolution and response to questions/issues/exception requests regarding Advisory Services
Work with the EAG Business Development staff - support training, sales and demonstration presentations to prospects, existing clients, partners, sales, service, advisors, internal EAG staff
Serve as project team member to develop, implement and roll out enhancements to the EAG suite of participant advisory services in conjunction with EAG Product Development staff
Qualification
Required
Bachelor's degree in business, finance or similar field; without a degree, an additional four years of directly related experience
10 years' industry experience
Advisory services operational experience is required
Build collaborative and cooperative relationships; effectively manages conflict
Operate with integrity and communicate respectfully in language, writing, and actions
Series 65 registrations required within established timelines
FINRA fingerprinting required upon hire
Preferred
Management experience preferred
Uphold commitments to delivering optimal solutions, and balance customer needs with the best interests of Empower
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.
Company
PanAgora Asset Management
PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
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