Senior Director - Workplace Planning & Advice
Core
Lead strategy and execution for Empower's end-to-end Workplace Planning & Advice delivery, overseeing consultants across foundational education, core planning, and advanced participant advice tiers.
Role type
Senior Director, Workplace Planning & Advice
Builds
Enterprise metrics including asset retention, managed account adoption, wealth referrals, and participant engagement.
Domain
Financial Services / Retirement Planning / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Strategic planning, multi-team leadership, lifecycle development strategy, KPI setting, regulatory supervision, campaign management, cross-functional partnership, cultural cohesion, talent pipeline development, audit practices.
Preferred skills
MBA or Master's degree, CRPC/CFP certification, scaling financial advice delivery, technology integration, process optimization.
Technologies
Advice platforms, technology integration tools.
Responsibilities
Lead strategy and execution across all levels of Workplace Planning & Advice teams; Drive enterprise metrics including asset retention and participant engagement; Own lifecycle development strategy from onboarding through high-net-worth transitions; Set consistent KPIs and coaching frameworks; Act as principal leader for the workplace advice model ensuring regulatory alignment; Develop campaign strategies and technology integration plans; Represent the function in enterprise planning and client discussions; Drive cultural cohesion and manager pipeline development; Ensure consistent audit practices and licensing standards.
Seniority
Senior Director, strategic leadership with direct accountability for people, performance, and revenue.