Investments Director

Empower

. Develop and execute investment product distribution strategies to drive profitable growth, increase AUM, and support asset retention .

Posted 10/16/2026full-timeRemote • United StatesLead💰 $125,400 - $181,875 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment product distribution strategies, client relationship management, and consultative investment sales within institutional markets. Proficient in analyzing investment performance and market trends to drive asset growth and retention.

Highest-signal resume keywords

Investment Product DistributionFinancial Services SalesRelationship ManagementInvestment Performance AnalysisProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy DevelopmentPortfolio ConstructionMarket Trend AnalysisAUM Growth InitiativesInvestment Product Positioning

Soft Skills

Consultative SellingStrong CommunicationPresentation SkillsOrganizational SkillsCollaboration

Certifications & Qualifications

FINRA Series 6FINRA Series 63FINRA Series 7CFA DesignationMBA

Industry Keywords

Financial Services IndustryRetirement PlansInstitutional SalesCorporate Retirement MarketsNot-for-Profit Retirement Markets

About the role

Key responsibilities & impact

Develop and execute investment product distribution strategies to drive profitable growth, increase AUM, and support asset retention
Serve as a subject matter expert on Empower Investments' product offerings
Provide consultative investment expertise to plan sponsors, financial intermediaries, advisors, and institutional consultants
Partner with Sales Associates, Relationship Managers, and internal sales teams to identify business opportunities and strengthen client relationships
Develop and execute business plans across assigned market segments
Support institutional investment sales opportunities across Corporate, Not-for-Profit, Government, and Taft-Hartley retirement plan markets
Prepare and deliver investment presentations, portfolio reviews, product comparisons, and investment strategy discussions
Analyze and communicate investment performance, fund characteristics, market trends, economic conditions, and competitive positioning
Leverage investment manager research and strategy reviews to explain investment objectives, portfolio construction, processes, and product differentiation
Collaborate with Key Account teams to support intermediary relationships and increase product adoption
Develop and maintain qualified investment sales pipelines
Execute AUM placement, product growth, and asset retention initiatives
Gather competitive intelligence, client feedback, and market insights
Lead initiatives identifying investment-related revenue growth opportunities and improving distribution effectiveness
Provide investment product training and education to internal teams
Respond to investment-related inquiries from internal and external stakeholders
Maintain knowledge of regulatory requirements, compliance standards, and operational processes
Maintain required professional registrations, licenses, and certifications

Requirements

What you’ll need

Bachelor's degree in Business or a related field
10+ years of successful experience in financial services sales, investment product distribution, institutional sales, or a related financial services field
FINRA Series 6, 63 and 7 registrations and applicable state insurance licenses required
FINRA Fingerprinting required
Comprehensive knowledge of the financial services industry, retirement plans, investment products, and institutional retirement markets
Strong understanding of investment concepts, portfolio strategies, investment performance, and application of investment products within retirement programs
Demonstrated experience in sales, business development, relationship management, and investment product positioning
Experience developing and maintaining relationships with financial intermediaries, plan sponsors, advisors, consultants, or institutional clients
Demonstrated project management, organizational, and business planning skills
Strong written and verbal communication, consultative selling, and presentation skills
Ability to analyze and interpret investment performance, market conditions, economic data, and competitive investment product information
Demonstrated ability to collaborate across sales, relationship management, investment management, and other cross-functional business teams
Ability to manage multiple priorities, identify process improvement opportunities, and support business growth initiatives
Ability to travel 40–60% of the time or more based on business needs
Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
Reliable high-speed internet with a wired connection and a suitable home workspace for remote work
CFA designation or MBA is preferred/optional
Experience supporting investment product sales and retention within Large and Mega Corporate, Government, Not-for-Profit, or Taft-Hartley retirement plan markets is preferred/optional
Experience working with investment consultants, institutional intermediaries, or key account relationships is preferred/optional
Experience developing investment product distribution strategies, managing institutional sales pipelines, and driving measurable AUM growth and retention is preferred/optional

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions up to 6%
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment including the option to wear jeans
Generous paid time off upon hire
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Other necessary computer equipment provided for remote and hybrid positions
Sales incentives and, in some instances, a bonus plan