Director Advisory Solutions & Client Engagement

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Director Advisory Solutions & Client Engagement will serve as a strategic, client-first leader to serve within our Advisory Service business. This role is responsible for driving the growth, retention, and success of institutional clients and consultants by delivering tailored advice solutions and best-in-class experience. This individual will play a critical role in aligning the organization on client advice strategies by partnering cross-functionally-especially with sales, product, marketing, relationship management and investment teams-to deliver differentiated outcomes for clients.

What you will do:

Client Strategy & Relationship Management

• Partner directly with plan sponsors to articulate the value proposition of managed accounts, aligned to their goals and participant needs
• Develop consultative strategies to support adoption of managed accounts across new and existing clients
• Translate complex data and reporting into clear, actionable insights for plan sponsors to support decision-making and engagement strategies

Sales Partnership & Business Growth

• Function as a strategic partner to the sales organization to drive institutional growth
• Support client acquisition and retention through proposal development, finals presentations, and consultative engagements when needed

Client Experience & Operational Excellence

• Ensure a seamless and high-touch client experience from onboarding through ongoing service
• Lead client reviews, portfolio updates, and strategic conversations to demonstrate value

Strategic Insights & Innovation

• Provide insights into client trends, client and consultant feedback, and market developments to inform business strategy
• Function as the voice of the institutional client within cross-functional forums regarding advisory services

Leadership & Collaboration

• Lead, manage, and develop a high-performing team, providing clear direction, coaching, and performance feedback to ensure individual and collective success

What you will bring:

• 8-12+ years of experience in institutional asset management, managed accounts, or wealth platform strategy
• Deep understanding of managed account structures (e.g., SMA, UMA, model delivery) and the institutional/consultant landscape
• Strong analytical and data interpretation skills to derive meaningful insights from participant data and plan metrics
• Proven ability to collaborate across diverse teams and drive consensus and outcomes
• Series 65 registration required within corporate-established timelines. FINRA fingerprinting required

What will set you apart:

• Experience working with institutional clients or plan sponsors is highly preferred
• Strategic thinker with a consultative mindset and client-first orientation
• Bachelor's degree required; MBA, CIMA, CFA, or equivalent designation preferred

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. 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, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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