What are the responsibilities and job description for the Senior Director, Executive Financial Planning and Stock Plan Services position at Empower?
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.
The Senior Director, Workplace Financial Planning and Executive Financial Services will build and execute Empower’s workplace strategy for financial planning and executive engagement within the greater organizational strategy. They are responsible for developing and implementing key services including stock-plan, nonqualified plan, executive and workplace financial planning services. This individual has a passion for financial planning and developing high performing teams that focus on improving the lives of their customers. Successful leaders in this role partner enterprise wide to deliver an industry leading experience and drive plan sponsor adoption. This is the perfect fit for outgoing and proactive leaders that want to build an organization from the ground up.
For consideration, this position requires a CFP.
What you will do
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
What you will bring
Bachelor’s degree required, Master's degree preferred
10 years of relatable industry leadership experience
Certified Financial Planner (CFP) designation, required
FINRA fingerprinting required
FINRA Series 7, 24, & 66, required
Demonstrated success leading an organization while developing new service offerings that do not currently exist within the firm
What will set you apart
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
PJPW
- 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.
Base Salary Range
135,300.00 - $196,125.00
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
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.
Job Posting End Date at 12 : 01 am on :
01-14-2025
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Workplace Flexibility : Remote - Nationwide
Salary : $135,300 - $196,125
