Director, Workplace Planning – Executive Engagement

Empower

Director leading planning associates and practice groups for comprehensive financial planning and executive engagement at Empower. Fostering a high-performance culture and client-focused experiences.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesLead💰 $125,400 - $181,875 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading and developing financial planning and advisory teams, with a strong focus on client experience, operational excellence, and measurable business results. Proficient in implementing scalable business infrastructure and enhancing advisor effectiveness through coaching and performance analytics.

Highest-signal resume keywords

Team LeadershipFinancial PlanningClient Experience ManagementPerformance AnalyticsRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth ManagementRetirement PlansOperating Models DevelopmentPerformance MetricsQuality StandardsClient Service OptimizationDashboard CreationCoaching and DevelopmentOperational Excellence

Soft Skills

LeadershipCoachingCommunicationAnalytical Problem-SolvingCross-Functional Partnership

Tools & Technologies

Performance Analytics ToolsWorkforce Planning ToolsScorecardsDashboardsStandardized Workflows

Certifications & Qualifications

FINRA Series 7FINRA Series 24FINRA Series 63FINRA Series 65CFP® CertificationCRPC® DesignationChFC® Designation

Industry Keywords

Financial PlanningAdvisory ServicesExecutive CompensationWorkplace BenefitsClient Engagement

About the role

Key responsibilities & impact

Lead, coach, develop, and retain planning associates responsible for comprehensive financial planning, benefits optimization, executive engagement, and related planning and advisory services
Establish performance expectations for client experience, planning quality, productivity, compliance, collaboration, operational excellence, and business results
Conduct coaching sessions, quality observations, performance reviews, and career development discussions that strengthen advisor capabilities and leadership effectiveness
Manage team capacity, staffing, workload distribution, and practice group assignments to optimize service delivery and business performance
Partner with Human Resources, Learning & Development, Compliance, and business leaders to recruit, onboard, develop, and retain top talent
Oversee the delivery of client-focused financial planning and executive engagement experiences that promote personalized guidance and exceptional client service
Monitor planning quality, service standards, workflows, and associate performance while identifying opportunities for continuous improvement
Lead resolution of escalated client and plan sponsor issues while reinforcing a client-first culture
Partner with the Vice President to enhance operating infrastructure, reporting, procedures, quality standards, and scalable service models
Develop standardized workflows, playbooks, dashboards, and workforce planning tools that improve advisor effectiveness and organizational performance
Identify operational improvement opportunities and implement solutions that enhance efficiency, quality, and the client experience.
Support organizational change initiatives and lead the successful execution of strategic departmental priorities
Own accountability for team performance and business results by monitoring key performance indicators, driving execution against established goals, and implementing action plans that improve client experience, productivity, quality, compliance, and overall business performance
Partner cross-functionally to support client engagement, advisor effectiveness, and business growth
Use reporting and performance analytics to drive informed decision-making and continuous improvement
Serve in a supervisory capacity for registered associates by reviewing and supervising registered activities in accordance with regulatory requirements and company policy
Reinforce compliant, ethical, and client-first behaviors

Requirements

What you’ll need

Bachelor's degree or an equivalent combination of education and professional work experience required
Master's degree or MBA preferred
Seven or more years of experience leading and developing sales, advisor, financial planning, wealth management, retirement, or client service teams
Experience supervising registered associates and leading financial planning or advisory teams
Demonstrated success leading teams to achieve measurable business results, client experience objectives, operational excellence, quality standards, and sustainable growth
Proven ability to coach, develop, and inspire high-performing advisors and planning professionals
Experience developing operating models, procedures, scorecards, dashboards, and scalable business infrastructure
Strong knowledge of retirement plans, investments, advisory services, wealth management, and financial planning
Executive compensation, workplace benefits, non-qualified plans, equity compensation, or executive engagement experience preferred
Experience leading phone-based advisory teams, contact center environments, or geographically distributed teams preferred
FINRA Series 7, Series 24 (or 9/10), and Series 63 & 65, or Series 66, required
FINRA Fingerprinting required
CFP® certification required or obtained within corporate-approved timelines
CRPC® designation required or obtained within corporate-established timelines
ChFC® designation preferred
Strong leadership, coaching, communication, analytical, problem-solving, and cross-functional partnership skills.

Benefits

Comp & perks

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.