Senior Manager, Workplace Planning & Advice

ManagerManagerFull TimeRemoteTeam 10,001+H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

16 days ago

Salary

$94.5K - $115.5K / year

Bachelor Degree4 yrs expEnglish

Job Description

• Manage a team of Senior Consultants delivering personalized retirement guidance and mid-level fiduciary advice. • Monitor and drive performance in key areas including managed account enrollment, asset retention, and participant satisfaction. • Coach team members on advice depth, Empower's Best Interest Profile (BIP), rollover strategy, and integrated product conversations. • Supervise and approve account openings and fiduciary recommendations in compliance with regulatory requirements. • Provide regular coaching, development conversations, call reviews, and quality assessments. • Collaborate with internal WPA partners, Workforce Management, and Segment teams to ensure alignment of staffing, messaging, and business goals. • Partner with Wealth, Advice, and Digital Experience leaders to enable participant transitions and increase holistic household engagement. • Track team performance against KPIs including activity targets, plan-level growth, conversation quality, and planning tool utilization. • Identify training needs, performance gaps, and process enhancements to continuously improve service quality and team effectiveness. • Promote a team culture centered on professionalism, development, diversity, and accountability.

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.

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