VP Wealth Management, Advice & Product Specialists
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Job Description
Vice President leading Empower’s nationwide wealth-management advisor enablement organization. Developing strategy, governance, specialist capabilities, and advisor adoption across financial products and platforms.
Responsibilities:
- Establish the long-term strategic vision and multi-year roadmap for the Wealth Management Advice & Product Specialist organization
- Lead an enterprise advisor enablement organization supporting Wealth Management growth objectives
- Develop organizational strategies that improve advisor productivity, increase advisory solution adoption, and strengthen client outcomes
- Define enterprise operating models, governance standards, organizational structure, service delivery models, and engagement frameworks
- Translate enterprise Wealth Management strategy into scalable advisor enablement capabilities
- Lead organizational transformation initiatives that modernize advisor support, consultation models, and specialist services
- Evaluate industry trends, competitive practices, advisor needs, and regulatory developments to evolve organizational strategy
- Serve as an executive advisor to Wealth Management leadership regarding advisor enablement strategy, investment solution adoption, and organizational capability development
- Build, lead, and develop a team for Wealth Management Advice & Product Specialists
- Establish workforce strategy, succession planning, leadership development, organizational design, and talent management across multiple leadership levels
- Allocate organizational resources to align with enterprise priorities and changing business needs
- Foster a culture of accountability, collaboration, innovation, continuous learning, and consultative excellence
- Establish enterprise standards supporting Financial Advisors throughout advisory client growth, retention, and client servicing activities
- Lead development of scalable consultation models that improve advisor confidence and effectiveness in presenting wealth management solutions
- Define enterprise best practices for financial planning integration, product positioning, solution consultation, and holistic wealth management conversations
- Ensure specialists provide consistent, compliant, and high-quality consultative support across all markets
- Lead initiatives that improve adoption of advisory platforms, managed solutions, retirement planning strategies, lending solutions, and wealth management products
- Partner with executive leadership across Wealth Management and supporting functions to develop integrated advisor enablement strategies
- Provide insights regarding advisor experience, product utilization, market trends, and advisor needs to influence enterprise strategy and platform enhancements
- Establish governance frameworks, service standards, operating metrics, and performance scorecards
- Define key performance indicators measuring advisor engagement, advisor capability, consultation effectiveness, product adoption, organizational productivity, client outcomes, and business growth
- Utilize analytics to optimize organizational performance, prioritize investments, and identify strategic opportunities
- Lead annual business planning, financial planning, budgeting, workforce planning, and resource allocation
- Ensure compliance with regulatory requirements, internal policies, supervisory expectations, and risk management standards
- Communicate organizational strategy, business results, and advisor enablement outcomes to executive leadership
- Represent the organization in governance committees, strategic planning initiatives, and enterprise transformation efforts
- Lead organizational change initiatives supporting evolving Wealth Management strategies and advisor business models
- The position serves as an internal advisor enablement leader and does not provide investment advice directly to clients or maintain client relationships.
Requirements:
- Bachelor's degree in Finance, Business Administration, Economics, or a related discipline
- 12+ years of progressive experience in wealth management, investment advisory, advisory platform management, product management, financial planning, advisor consulting, client growth enablement, or related financial services
- 8+ years of progressive leadership experience leading managers and professional organizations
- FINRA Series 7, Series 24 and Series 65/66 (or equivalent) licenses
- FINRA Fingerprinting required
- CFP®, CFA®, CIMA®, ChFC®, or equivalent advanced wealth management designation
- Demonstrated experience leading multiple teams through subordinate leaders
- Demonstrated success developing organizational strategy and leading enterprise-wide business transformation initiatives
- Extensive knowledge of wealth management products, managed accounts, advisory platforms, retirement planning, investment solutions, lending solutions, and financial planning methodologies
- Demonstrated ability to influence executive leaders across multiple business functions
- Proven experience establishing organizational governance, operating models, performance management frameworks, and workforce strategies
- Strong financial management, strategic planning, organizational leadership, and executive communication skills
- Experience leading enterprise advisor enablement, product consulting, advisory platform strategy, or client growth enablement organizations
- Experience leading large-scale organizational change within Wealth Management or Financial Services
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
- Reliable high-speed internet with a wired connection and a home workspace with limited disruption required for remote work
Benefits:
- Flexible work environment
- 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. BRGs are open to all.
- Non-sales positions have the opportunity to participate in a bonus program
- Other necessary computer equipment will be provided
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