Empower

Senior Wealth Solutions Manager

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

AI Apply
Apply

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