Director, Advisory Solutions and Client Engagement

April 16

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Empower

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Empower is a financial services company that provides personalized investment and advice solutions to help individuals achieve financial freedom throughout their lives. It offers a range of wealth management services including private client investment management, socially responsible investing, retirement planning, and personal strategy services tailored for various investment needs. With innovative tools such as the Empower Personal Dashboard, clients can consolidate their financial information, plan for retirement, and make informed money decisions.

10,000+ employees

💸 Finance

💳 Fintech

📋 Description

• The Director Advisory Solutions & Client Engagement will serve as a strategic, client-first leader to serve within our Advisory Service business. • This role is responsible for driving the growth, retention, and success of institutional clients and consultants by delivering tailored advice solutions and best-in-class experience. • This individual will play a critical role in aligning the organization on client advice strategies by partnering cross-functionally—especially with sales, product, marketing, relationship management and investment teams—to deliver differentiated outcomes for clients. • Partner directly with plan sponsors to articulate the value proposition of managed accounts, aligned to their goals and participant needs. • Develop consultative strategies to support adoption of managed accounts across new and existing clients. • Translate complex data and reporting into clear, actionable insights for plan sponsors to support decision-making and engagement strategies. • Function as a strategic partner to the sales organization to drive institutional growth.

🎯 Requirements

• 8–12+ years of experience in institutional asset management, managed accounts, or wealth platform strategy • Deep understanding of managed account structures (e.g., SMA, UMA, model delivery) and the institutional/consultant landscape • Strong analytical and data interpretation skills to derive meaningful insights from participant data and plan metrics • Proven ability to collaborate across diverse teams and drive consensus and outcomes • Series 65 registration required within corporate-established timelines. FINRA fingerprinting required • Experience working with institutional clients or plan sponsors is highly preferred • Strategic thinker with a consultative mindset and client-first orientation • Bachelor’s degree required; MBA, CIMA, CFA, or equivalent designation preferred

🏖️ Benefits

• 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.