Senior Manager, Workplace Planning and Advice - Strategic Outreach at Empower

Join Empower and Shape the Future of Financial Wellness

Our vision is built on the belief that transforming financial lives begins by granting our people the freedom to transform their own. At Empower, we foster a flexible work environment and fluid career paths, actively encouraging and celebrating internal mobility. We are deeply committed to purpose, well-being, and work-life balance. Within our communities, we strive to create an inclusive environment, with associates dedicating significant time to volunteering for causes they care about. Chart your own path and advance your career while helping more customers achieve financial freedom. Empower Yourself.

Role Overview: Senior Manager, Workplace Planning and Advice - Strategic Outreach

As a Senior Manager in Workplace Planning and Advice - Strategic Outreach, you will be responsible for leading and mentoring a team of Senior Retirement Consultants. This team will specialize primarily in marketing and outbound driven campaigns. A core focus of this role is generating new opportunities by contacting a diverse range of lead sources and supporting customers with actions such as distributions into or out of plans, saving, investing, consolidating, and choosing additional products or services based on individual participant needs.

Key Responsibilities:

• Drive high performing, senior level WPA teams to meet customer deepening goals and execute successful campaign strategies.
• Develop and implement strategies to meet business objectives, supporting new initiatives and products through employee adoption and execution.
• Collaborate with marketing and analytics teams to generate outbound email, mail, and phone call campaigns.
• Manage headcount and business targets to ensure the team achieves department goals.
• Partner with internal DC relationship and channel management partners to ensure associates are trained and prepared to carry out campaign expectations.
• Establish and drive targets based on time periods (including activities, conversations, and call quality).
• Develop and monitor service and outcome standards to improve the caller experience and increase impact rates.

Qualifications and What You Will Bring:

• Bachelor's Degree or an equivalent combination of education and professional work experience.
• Mandatory FINRA Series 7, 24, and 63 registrations must be obtained within corporate-established timelines. A Series 9/10 is acceptable in place of the 24. FINRA fingerprinting is required. FINRA 65/66 registrations are also permissible.
• 3-5 years of relatable financial experience and/or leadership experience.
• 2-4 years of demonstrated success within the financial services industry.
• In-depth understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment.

What Sets You Apart:

• Proven ability to lead by example, cultivating an environment that supports professional growth, and promotes the sharing of best practices and organizational learning.
• Skill to effectively advocate for customer and associate input, acting, delegating, and/or addressing systemic or resource constraints with leadership.
• Proficient knowledge of Windows and Microsoft Office Software (Word, Excel, PowerPoint, etc.), along with various file manipulation skills on a personal computer.

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 for employment visas, including CPT/OPT.

Compensation and Benefits:

We provide a diverse and inclusive array of benefits designed to support healthy, balanced lives, leading to peak work performance:

• Insurance & Wellness: 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 lineup.
• Time Off & Leave: Generous paid time off upon hire, which includes a paid time off program plus ten paid company holidays and three floating holidays each calendar year. Paid volunteer time of 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).
• Development & Work Perks: Tuition reimbursement up to $5,250 per year. Business casual environment, including the option to wear jeans.

Salary Information: The typical minimum to maximum base salary range for this position is $96,100.00 to $135,700.00. Non-sales roles have the potential to participate in a bonus program, while sales positions are eligible for sales incentives, potentially leading to total compensation far exceeding base salary based on individual performance. Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level, and will be finalized upon offer.

Work Environment Details:

• Remote Work Stipulations: For remote and hybrid positions, candidates must provide reliable high-speed internet with a wired connection, as well as a dedicated workspace in the home with minimal disruption. Reliable connectivity must come from a fiber, cable, or DSL internet service provider. Necessary computer equipment will be provided. You may be required to work in the office if you cannot guarantee an adequate home workspace or required internet connection.

Empower is an equal opportunity employer committed to diversity. We encourage all individuals, regardless of personal characteristics, 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.

Job Posting Ends: 10-24-2026 at 12:01 am.

Apply today to join a company dedicated to financial freedom.