VP - Executive Financial Planning and Stock Plan Services

March 26

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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

• Own Executive Services and Stock Plan Services strategy, offering, and deliverables across all products. • Develop and grow a service model to support executives with complex planning needs. • Hire, onboard and develop a team to deliver on the service model, business goals, and designed customer experience. • Integrate acquisition of software as a service (SaaS) stock-plan services provider into Empower ecosystem. • Ensure delivery on targets in-line with business growth goals. • Develop service offering for actively employed nonqualified plan participants. • Strategize, own, and develop business plan, job architecture and business model. • Drive high velocity, high impact organization to exceptional results characterized by deepened customer relationships. • Support plan sponsor consultation on adoption of holistic service offering. • Develop team of 20 associates to 100 or more in 2-5 years by attracting and retaining top talent. • Oversee growth of comprehensive Financial Planning team for Workplace business line. • Create strategies to enhance business growth, while supporting new initiatives, process enhancements, and team execution. • Coach leaders to deliver exceptional results personally and through their teams. • Lead through change management in a fast paced, growth-oriented environment. • Ensure supervisory expectations meet firm guidelines.

🎯 Requirements

• Bachelor’s degree required • 10+ years of relatable industry leadership experience • FINRA Series 7, 24, & 66, required • Demonstrated experience owning and developing one or multiple lines of business • Expertise in asset growth and retention through comprehensive planning • FINRA fingerprinting required • Demonstrated success leading an organization while developing new service offerings • Deep understanding of financial planning and other services • Expertise in sales in a highly regulated environment • Excellent verbal and written communication and strong executive presence

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire • Paid volunteer time — 16 hours per calendar year • Leave of absence programs • Business Resource Groups (BRGs) - internal networks