Investments Director at Empower

About Empower and Our Vision

Our vision is built on the belief that transforming financial lives begins by giving our people the freedom to transform their own. We pride ourselves on maintaining a flexible work environment and offering fluid career paths. We not only encourage but actively celebrate internal mobility. Furthermore, we recognize the deep importance of purpose, overall well-being, and a healthy work-life balance. Within Empower and our communities, we are dedicated to fostering a welcoming and inclusive environment. Our associates contribute thousands of hours to volunteering for causes that matter most to them. We invite you to chart your own path and advance your career while helping more customers achieve financial freedom. Empower Yourself.

The Investment Director Role

The Investment Director is integral to supporting the growth and expansion of Empower Investments, which is the investment product and distribution division within Empower Financial. This role is responsible for driving the distribution of investment products, increasing assets under management (AUM), strengthening relationships with clients, and ensuring asset retention across existing and prospective institutional retirement plan clients.

The Investment Director will function as a subject matter expert across all Empower Investments' product offerings, including sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products. This position offers consultative investment expertise to plan sponsors, financial intermediaries, advisors, consultants, and internal sales and relationship management teams.

Working closely with teams such as Sales, Relationship Management, Key Accounts, and Investment Management, the Investment Director will support investment product positioning, institutional sales opportunities, and client retention initiatives across Large and Mega Corporate, Not-for-Profit (NFP), Government, and Taft-Hartley market segments. This role demands strong investment knowledge, excellent relationship management abilities, business development skills, and effective presentation capabilities, including the ability to analyze and communicate investment performance, current market conditions, and economic trends.

What You Will Do

• Develop and execute strategic investment product distribution plans to drive profitable growth, boost assets under management (AUM), and support asset retention within institutional retirement plan markets.
• Act as a subject matter expert on Empower Investments' portfolio products, covering sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products.
• Provide consultative investment guidance to current and prospective plan sponsors, financial intermediaries, advisors, and institutional consultants to aid in product selection, positioning, and adoption.
• Partner with Sales Associates, Relationship Managers, and internal sales teams to discover new business chances, deepen client relationships, and support product retention.
• Develop and implement business plans alongside Relationship Managers in assigned market segments to expand investment product distribution and increase client engagement.
• Support institutional investment sales activities across Large and Mega Corporate, Not-for-Profit (NFP), Government, and Taft-Hartley retirement plan sectors.
• Prepare and deliver professional investment presentations, portfolio reviews, product comparisons, and investment strategy discussions for plan sponsors, financial advisors, consultants, and other stakeholders.
• Analyze and clearly communicate investment performance, fund characteristics, market trends, economic conditions, and competitive positioning to back up investment advice and client conversations.
• Utilize investment manager research and strategy reviews to supply detailed knowledge regarding investment objectives, portfolio construction, investment processes, and product differentiation.
• Collaborate with Key Account teams to bolster intermediary relationships, participate in advisor discussions, and raise awareness and adoption of Empower Investments' offerings.
• Identify, prioritize, develop, and maintain investment sales opportunities and qualified pipelines in collaboration with internal sales and relationship management teams.
• Execute targeted initiatives for AUM placement, investment product growth, and asset retention that align with established business goals.
• Gather and communicate competitive intelligence, client feedback, and market insights to inform the positioning, development, and management of investment products.
• Lead initiatives focused on identifying investment related revenue growth opportunities and improving overall distribution effectiveness.
• Provide investment product training and education to internal sales, relationship management, and client service teams.
• Respond to investment related inquiries from internal staff, plan sponsors, financial advisors, consultants, and other external clients.
• Maintain current knowledge of relevant regulatory requirements, compliance standards, and operational processes pertaining to investment products and institutional distribution.
• Maintain all required professional registrations, licenses, and certifications as mandated by company policy and regulatory bodies.

What You Will Bring

• Bachelor's degree in Business or a closely related field.
• Over 10 years of proven experience in financial services sales, investment product distribution, institutional sales, or another relevant financial services field.
• Required licenses include FINRA Series 6, 63, and 7 registrations, along with applicable state insurance licenses.
• FINRA Fingerprinting is required.
• In-depth knowledge of the financial services industry, retirement plans, investment products, and institutional retirement markets.
• A solid understanding of investment principles, portfolio strategies, investment performance measurement, and how to apply investment products within retirement plans.
• Demonstrated success in sales, business development, relationship management, and positioning investment products.
• Proven experience building and maintaining relationships with financial intermediaries, plan sponsors, advisors, consultants, or institutional clientele.
• Demonstrated proficiency in project management, organization, and business planning.
• Strong written and verbal communication skills, consultative selling abilities, and presentation skills, including the capacity to convey complex investment data to diverse audiences.
• Ability to analyze and interpret investment performance, market dynamics, economic data, and competitive investment product information.
• Demonstrated ability to work across sales, relationship management, investment management, and other cross functional business teams.
• Ability to manage multiple priorities, spot opportunities for process improvement, and support business expansion efforts.
• Ability to travel 40-60 percent of the time (or more) as required by business needs.

What Will Set You Apart

• Chartered Financial Analyst (CFA) designation or a Master of Business Administration (MBA).
• Experience supporting investment product sales and retention specifically within Large and Mega Corporate, Government, Not-for-Profit, or Taft-Hartley retirement plan markets.
• Experience working with investment consultants, institutional intermediaries, or key account relationships.
• Experience developing investment product distribution strategies, managing institutional sales pipelines, and achieving measurable AUM growth and retention.

Important Note: Applicants must be authorized to work for any employer in the U.S. We are currently unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

Compensation and Benefits

We offer a variety of diverse and inclusive benefits, regardless of your career stage. We believe that providing our employees with the tools to lead healthy, balanced lives leads to the best possible work performance.

• Insurance: Medical, dental, vision, and life insurance.
• Retirement: 401(k) plan featuring generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a broad investment selection.
• Learning & Time Off: Tuition reimbursement up to $5,250 per year. Generous paid time off upon hiring, which includes a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• Wellness & Support: 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).
• Culture: Business casual environment which allows for the wearing of jeans.

Base Salary Range: $125,400.00 to $181,875.00. The stated range represents the typical minimum to maximum base salary for this position in the listed location. Non-sales roles may qualify for a bonus program. Sales positions are eligible for sales incentives and, in some cases, a bonus plan, potentially leading to total compensation exceeding the base salary based on individual performance. Actual compensation will vary from the posted hiring range based on geographic location, work experience, education, licensure requirements, and skill level, and will be finalized upon offer.

We are an equal opportunity employer committed to diversity. All individuals are encouraged to apply, regardless of personal characteristics. Qualified applicants will receive consideration 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.

Remote Work Requirement: For remote and hybrid roles, you must provide reliable high-speed internet with a wired connection and a designated workspace at home that minimizes disruption. You must have reliable connectivity from an internet service provider offering fiber, cable, or DSL internet. While other necessary computer equipment will be provided, you may be required to work in the office if you lack an adequate home workspace or the necessary internet connection.

Job Posting End Date: 10-31-2026

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