Account Manager
Capital Rx
SQL
Director, Advice Solutions and Partnerships
Empower
full-time
Posted on:
Location Type: Hybrid
Location: Greenwood Village • Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $103,600 - $146,350 per year
Job Level
Lead
About the role
- Serve as a strategic, client-first leader within Advisory Services to shape Advisor Managed Accounts (AMA) product direction
- Strengthen advisor and consultant partnerships and drive measurable growth
- Balance external engagement with advisors and intermediaries with internal product ownership
- Build and manage a forward-looking AMA pipeline across partner firms and intermediary channels
- Develop and maintain AMA scorecards measuring penetration, adoption, satisfaction, and revenue growth
- Lead high-touch strategic discussions with consultants and advisors to expand penetration
- Negotiate partnership terms and optimize performance in collaboration with distribution partners
- Track competitive landscape trends to inform AMA’s market positioning and strategy
- Differentiate AMA offerings relative to other advice solutions to strengthen competitive positioning
- Act as the primary liaison between field feedback and product development to influence roadmap priorities
- Ensure fee structures, disclosures, and operational processes remain competitive, compliant, and scalable
- Drive continuous improvement through advisor/consultant engagement, competitor analysis, and outcome-based insights
- Serve as a senior leader for advisor and intermediary relationships, aligning AMA with firm and participant goals
- Deliver consultative insights and storytelling to drive adoption, engagement, and satisfaction
- Collaborate across Product, Leadership, Sales, Marketing, Investments, and Relationship Management to ensure alignment and delivery
- Partner with onboarding and operations teams to ensure seamless implementation and ongoing service
- Lead and mentor a team responsible for advisor enablement and intermediary partnerships
Requirements
- Bachelor’s degree required
- 10–15 years of experience in institutional asset management, managed accounts, or advisor platform strategy
- 3-5 years of leadership or people management experience
- FINRA Series 65 required within corporate-established timelines
- Must successfully complete required FINRA fingerprinting
- Deep expertise in managed account structures and intermediary/consultant markets
- Proven track record of shaping product strategy and influencing roadmap execution
- Strong financial acumen with experience evaluating fee models, disclosures, and product economics
- Skilled in pipeline management, scorecard development, and translating insights into business actions
- Demonstrated success in negotiating and managing enterprise-level advisor/consultant partnerships
- Applicants must be authorized to work for any employer in the U.S.; employer unable to sponsor employment visas
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.
- Non-sales positions have the opportunity to participate in a bonus program; sales positions are eligible for sales incentives and, in some instances, a bonus plan
- Flexible work environment and remote/hybrid options (Remote - Nationwide)
- Other necessary computer equipment will be provided
- For remote/hybrid roles, requirement to provide reliable high-speed wired internet and adequate home workspace
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
managed accountsproduct strategypipeline managementscorecard developmentfinancial acumenfee modelsdisclosuresproduct economicsnegotiationconsultant partnerships
Soft skills
leadershipclient-first approachstrategic thinkingcollaborationstorytellingmentoringrelationship managementconsultative insightscontinuous improvementcommunication
Certifications
Bachelor's degreeFINRA Series 65
