Senior Segment Manager, Advisor Services
Empower
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $96,100 - $135,700 per year
Job Level
About the role
- Serve as the EAG contact for strategic initiatives, subject matter expertise and relationship related support of the participant advisory services program for segment channels.
- Understand pipeline and sales strategy; develop client strategy, determine client opportunities and support needs
- Train associates on the participant advisory services program
- Deliver reporting to clients in segment business lines and Institutional Partners that use the EAG Services; covering topics including product performance and impacts to participants and SLA reporting
- Create, present and execute on campaign strategy to support product rollout, annual support or product updates
- Serve as subject matter expert to largest segment business lines that use the EAG Suite of Advisory Services; negotiating contracts, assisting them in the implementation and rollout of the suite of services, and reporting on SLAs
- Coordinate the resolution and response to questions/issues/exception requests regarding Advisory Services
- Work with the EAG Business Development staff - support training, sales and demonstration presentations to prospects, existing clients, partners, sales, service, advisors, internal EAG staff
- Serve as project team member to develop, implement and roll out enhancements to the EAG suite of participant advisory services in conjunction with EAG Product Development staff
Requirements
- Bachelor’s degree in business, finance or similar field; without a degree, an additional four years of directly related 10 years’ industry experience
- Advisory services operational experience is required
- Build collaborative and cooperative relationships; effectively manages conflict
- Operate with integrity and communicate respectfully in language, writing, and actions
- Series 65 registrations required within established timelines
- FINRA fingerprinting required upon hire
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. BRGs are open to all.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
advisory services operational experienceclient strategy developmentcampaign strategy executionSLA reportingcontract negotiationproject implementationproduct performance analysis
Soft Skills
relationship managementconflict managementintegrityeffective communicationcollaboration
Certifications
Bachelor’s degreeSeries 65 registrationFINRA fingerprinting