
Senior Wealth Solutions Manager
Empower
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $100,000 - $122,500 per year
Job Level
About the role
- Drive high-velocity, senior-level teams to deliver exceptional client-centric conversations and expert-level industry knowledge.
- Develop and implement strategies to achieve business goals while supporting new initiatives, process enhancements, and operational execution.
- Coach and mentor a growing team to achieve new levels of performance, partnering with internal Empower teams to ensure appropriate client assignments and referrals.
- Lead through change management in a fast-paced, growth-oriented environment.
- Review and approve best interest fiduciary advice in a supervisory capacity.
- Ensure customer success by resolving escalated issues, reducing errors, and meeting service-level metrics.
- Perform duties inherent to a managerial role, including staffing, performance management, and professional development.
Requirements
- Bachelor’s degree or an equivalent combination of education and professional experience
- 3–5 years of relatable industry experience in asset growth and leadership
- FINRA Series 24 (or 9/10), Series 7, and Series 66 (or 7, 63, and 65 depending on state requirements)
- FINRA Fingerprinting required
- In-depth understanding of retail investment vehicles and qualified retirement plans
- Excellent written, verbal, consulting, and presentation skills
- Proficient in Windows and Microsoft Office applications (Word, Excel, PowerPoint, etc.)
- Motivated self-starter with strong learning agility and ability to work independently
- Demonstrates passion for leadership, resilience under pressure, and a client-first mindset.
- Promotes process improvement, team advocacy, and continuous learning.
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
- Generous paid time off upon hire including 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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
FINRA Series 24FINRA Series 7FINRA Series 66FINRA Fingerprintingretail investment vehiclesqualified retirement plans
Soft Skills
leadershipcoachingmentoringchange managementcustomer successperformance managementconsultingpresentation skillslearning agilityresilience
Certifications
Bachelor's degree