Advisory Services Manager (, MA, United States)
$135.3k - $196.13kEmpower
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 Advisory Services Manager partners with the Advisory Services Director to lead the growth and expansion of distribution and sales of Empower’s Managed Account program to existing and prospective clients across the LMN business segment. This role would focus primarily on large clients ranging from $150M - $750M. In addition, the Advisory Services Manager focuses specifically on advice solutions such as Dynamic Retirement Manager (DRM), My Total Retirement (MTR), and to some extent, Advisor Managed Accounts (AMA).
What you will do:
- Manage all or support aspects of sales positioning and execution for DRM and MTR for assigned book of business.
- Provide competitive feedback from marketplace to influence further product development and management for the DRM and MTR programs.
- Partner with the Advisory Services Director and other leaders as a MTR resource and subject matter expert to LMN business segment, serving as the expert on the DRM/MTR experience.
- Partner with the Advisory Services Director and other leaders as a AMA resource for Empower LMN segment.
- Maintain current, accurate, and qualified pipeline report for all prospects and sales activity.
- Partner with internal sales colleagues to identify, prioritize and maintain opportunities at all stages of pipeline.
What you will bring:
- Bachelor’s degree in business related field or equivalent experience.
- FINRA 6, 63 and 65 Required.
- Generic Fingerprinting Required.
- 8 – 12 successful years in a related field sales/financial services role.
- Distribution organization experience.
- Comprehensive industry/retirement plan knowledge.
- Demonstrated relationship management, project management, and effective communication and presentation skills.
- Strong partnering/collaboration skills enabling them to drive collective success in a multi-channel enterprise.
- Familiarity with retirement plan-based and retail managed accounts solutions.
- Ability to travel 40 – 60% of time or more based on business needs.
What we offer you:
- 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: $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 • Drug-free workplace
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.
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