85 applicants

Company

Empower · 2 days ago

Senior Director, Workplace Planning and Executive Services

United States

Full-time

Remote

Lead/Staff, Director/Executive

$133K/yr - $192K/yr

10+ years exp

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Employee BenefitsNon Profit

Actively Hiring

No H1B

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Responsibilities

Build and execute Empower’s workplace strategy for financial planning and executive engagement

Develop key services including stock-plan, nonqualified plan, executive and workplace financial planning services

Drive high velocity, high impact senior organization to exceptional results characterized by deepened customer relationships, financial plan delivery/execution and consolidation of held away assets.

Strategize business plan, job architecture and business model with VP to execute through modeling results, analytics, and execution of plan

Support plan sponsor consultation on adoption of holistic service offering to best serve their most complex employees

Launch and develop Executive Services strategy, offering, and deliverables. Develop and grow a service model to support executives with complex planning needs including nonqual and stock plan optimization, tax/estate planning strategies, and comprehensive household planning.

Oversee growth of comprehensive Financial Planning team for Workplace business line

Create strategies to enhance business growth, while supporting new initiatives, process enhancements, and team execution

Coach leaders to deliver exceptional results personally and through their teams

Lead through change management in a fast paced, growth-oriented environment

Ensure supervisory expectations meet firm guidelines and are upheld throughout the organization

Hold team accountable to and deliver on productivity, performance, and customer experience expectations

Measure, analyze, evaluate, and manage workflows, business trends and profitability drivers to ensure revenue and AUM opportunities are maximized

Qualification

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Certified Financial Planner (CFP)FINRA Series 7FINRA Series 24FINRA Series 66Financial PlanningTax PlanningEstate PlanningAsset OptimizationChange ManagementLeadership Experience

Required

Bachelor’s degree required

10+ years of relatable industry leadership experience

Certified Financial Planner (CFP) designation, required

FINRA fingerprinting required

FINRA Series 7, 24, & 66, required

Preferred

Master's degree preferred

Demonstrated success leading an organization while developing new service offerings that do not currently exist within the firm

Expertise in asset growth and retention through comprehensive planning (including tax and estate planning, and asset optimization across ERISA and Non-ERISA plans)

Deep understanding of financial planning and other services (including tax and estate planning) needed to deliver delightful experiences to executives

Excellent verbal and written communication and strong executive presence

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) - 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.