Senior Manager, Workplace Planning & Advice
Location
United States
Posted
16 days ago
Salary
$94.5K - $115.5K / year
Job Description
Job Requirements
- Bachelor’s degree or equivalent work experience.
- FINRA Series 7, 24, and 66 required. (Series 9/10 acceptable substitute for 24)
- FINRA fingerprinting required.
- 4+ years of experience in financial services, retirement planning, or advisory environments.
- 2+ years of experience in people leadership, team coaching, or training preferred.
- Strong understanding of retirement planning tools, managed accounts, and core investment concepts.
- Working knowledge of Empower systems, planning technology, and CRM platforms (e.g., Salesforce).
- Skilled coach with the ability to elevate technical planning conversations.
- Confident in fiduciary supervision and regulatory oversight.
- Strong communicator and motivator with a passion for growth and development.
- Data-driven and capable of translating performance insights into coaching strategy.
- Collaborative across Workplace Planning & Advice (WPA), Wealth, and Experience teams.
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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.
Related Guides
Related Categories
Related Job Pages
More Manager Jobs
Assistant General Manager
CopartCopart is a global leader in online car auctions, and a premier destination for the resale and remarketing of vehicles.
Assistant General Manager assisting with operational functions at Copart
Senior Manager, Market Intelligence
Capital OneAt Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
Senior Manager of Market Intelligence for Capital One Software's Strategy team
Associate Manager, Centralized Monitoring
Crinetics PharmaceuticalsDiscovering drugs for endocrine diseases and endocrine-related tumors. #acromegaly #crinetics #CarcinoidSyndrome
Associate Manager executing centralized monitoring in clinical trials at Crinetics Pharmaceuticals
Senior Engagement Manager
QuantiphiPioneering AI-first solutions, solving complex business challenges through expertise, cloud, data engineering, and AI.
Senior Engagement Manager leading AWS program delivery for global clients