Senior Manager, Advisory & Planning, Private Client
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Job Description
Senior manager leading high-net-worth advisory practices at Empower, a financial-services company. Driving client retention, asset consolidation, satisfaction, and advisor performance.
Responsibilities:
- Lead, coach, and develop multiple Wealth Advisory Practices serving Empower Private Client
- Establish expectations for performance, culture, communication, and client experience
- Provide performance management through touch-base meetings, call reviews, performance reviews, coaching, and compensation-related recommendations
- Hold practices accountable for client retention, asset consolidation, client satisfaction, and relationship development
- Support appropriate involvement in client onboarding and acquisition efforts
- Develop high-performing teams through advisor training, education, and leadership development
- Identify opportunities to enhance the Private Client experience and collaborate across teams to improve outcomes and service delivery
- Develop and enhance reporting, metrics, and insights for visibility, accountability, decision-making, and performance
- Partner with internal stakeholders to develop advisor training and standards for client communication and education
- Ensure effective staffing, practice coverage, and continuity
- Translate strategic priorities into actionable plans and drive execution
- Recruit and select talent aligned with organizational culture and Private Client service standards
- Monitor performance measures related to practice effectiveness, client retention, asset consolidation, client satisfaction, and advisor performance
- Partner with leadership and cross-functional stakeholders on operational and strategic initiatives supporting Empower Private Client growth and effectiveness
Requirements:
- Bachelor's degree or extensive industry experience
- 7+ years of financial services relationship management experience leading high-net-worth or private wealth advisory teams
- Experience leading and developing senior career professionals
- FINRA Series 7, 66, 63, 65 and Series 24 registrations required
- FINRA Fingerprinting required
- Expert, current knowledge of investment products and services relevant to high-net-worth clients
- Proven relationship management and client experience expertise within financial services
- Ability to evaluate, compare, and clearly articulate the benefits and suitability of investment options and solutions
- End-to-end knowledge of retail investment services, including front-office operations, ongoing client suitability, product personalization and maintenance, client experience, and retention
- Knowledge of investment advisory client operations, including account establishment, ACATS transfers, IRA distributions, and related servicing activities
- Strong leadership and team-development skills with demonstrated ability to build high-performing teams
- Sound judgment and decision-making skills informed by quantitative data and qualitative insights
- Strong operational, organizational, and follow-through skills with the ability to manage complexity and drive execution
- Ability to operate effectively at strategic and tactical levels and translate strategy into action
- Exceptional verbal and written communication skills
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
- CFP® certification preferred
- Experience leading multiple advisory practices, teams, or cohorts in a complex financial services environment preferred
- Experience using data, reporting, and performance metrics to improve advisor effectiveness, client retention, asset consolidation, and client satisfaction 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play
- Bonus program opportunity for non-sales positions
- Reliable high-speed internet with a wired connection required for remote work
- Necessary computer equipment provided
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