Senior Director, Workplace Planning and Executive Services
Company: Empower
Location: Worcester
Posted on: November 9, 2024
Job Description:
Grow your career with a growing organizationWhether they're
helping people reach their long-term financial goals or providing
personal wealth management strategies, every associate contributes
to changing the lives of those we serve for the better. When it
comes to job satisfaction, that's hard to beat. And from a personal
satisfaction perspective, you'll enjoy the freedom to support
causes that matter to you and experience a truly inclusive work
environment. Your future starts now.The Senior Director, Executive
Services and Workplace Planning will build and execute Empower's
workplace strategy for financial planning and executive engagement
within the greater organizational strategy. - They are responsible
for developing 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 maximizedWhat 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, requiredWhat will set you apart
- 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#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 youWe 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$132,600.00 -
$192,300.00The 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 workplaceWe 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:11-16-2024Want the latest money news and views shaping how we
live, work and play? Sign up for Empower's and check out .Workplace
Flexibility: Remote - Nationwide
Keywords: Empower, Taunton , Senior Director, Workplace Planning and Executive Services, Executive , Worcester, Massachusetts
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