Sr Mgr Retirement Consultation

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 Sr Manager Retirement Consultation will lead and motivate a group of Retirement Consultants and focus on team targets, Consultant productivity, call quality, customer experience and operational excellence. This role will select, train, and coach new Consultants, and develop processes to achieve productivity efficiencies including decreasing the time from on-boarding to successfully achieving goals. This role will continue the growth and success of tenured Consultants already in the role. Utilize the EMPOWER model to deliver Customer services that include distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Areas of key focus will include IRA, Stay In Plan, Taxable Brokerage, and in a future state, to include Roll-Ins.

What You Will Do

• Responsible for the development and speed to proficiency of new hires
• Manage a team to optimize productivity, effectiveness and customer outcomes.
• Achieve headcount targets and retention of Consultants through hiring, training, coaching and developing associates and through implementation of recognition programs.
• Actively seek promotional opportunities for reps into senior level teams by accelerating rep development curve
• Work directly with Retirement Consultants to achieve high quality and efficient customer engagements.
• Support the ongoing editing of existing content and creations of new guidelines and materials for Retirement Consultants.
• Instill a culture of coaching and consistent feedback.
• Lead and participate in individual goals, projects and company meetings as necessary.
• As the principal of assigned representatives, will be responsible for ensuring that all supervisory controls are in place and regular audits are performed and documented.
• Fields and ensures resolution of escalated issues from representatives, clients, and participants.
• Identifies trends in escalated issues and proactively addresses with staff.
• Act as in a supervisory principle capacity approving best interest fiduciary advice and new account openings for representatives.
• Drive operational excellence by addressing and reducing errors and escalations.
• Manage individual team of ~10-20 Retirement Consultants and all supervisory duties associated.
• This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.
• Establish and maintain relationships with Retirement Consultation management team, Investor Services/ Retail Advisory Services management team, RSG Training and Development, Operations
• Strategic Partnership / Channel Management, and CSM/ plan relationship management teams.
  
  

What You Will Bring

• Bachelor's Degree or an equivalent combination of education and professional work experience
• FINRA Series 7, 24 and 63 registrations are required within corporate-established timelines.
• FINRA fingerprinting required.
• 3-5 years of relatable financial experience and/or leadership.
• 2-4 years demonstrated success in financial services.
• Ability to handle stressful situations and effectively manage associates and customer concerns on a daily basis.
• Motivated, self-starter with the ability to master new information quickly and independently.
• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
• Advocates team review and continuous development of processes to create best practices.
• Leads by example, fostering and environment that encourages professional growth and promotes sharing of best practices and organizational learning.
• Actively facilitates and reinforces a customer-focused culture; employs critical thinking and problem solving while taking a new perspective on existing solutions to promote customer loyalty.
• Quickly identifies and clearly addresses customer-impacting training and performance gaps.
• Advocates customer and associate input, takes action, delegates and/or addresses with leadership in order to remedy procedural, systemic and/or resource constraints.
• Manages and measures work; mitigates risks and creates efficiencies.
• Networks cross-functionally, encouraging and facilitating communications and best practice sharing within and across individuals, team, departments and/or sites.
• Openly and genuinely gives credit to other and actively showcases success stories; refrains from creating silos or speaking as us vs. them ; avoids blaming, and models personal accountability
• Manages leadership pipeline; challenges all team members to grow in current position
• Excellent written, verbal, consulting and presentation skills
• Manages resources, priorities, sets goals and objectives; develops performance Proficient knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
• Fluent in English
• Must be able to work overnight hours
  
  

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, 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.