Senior Director – Workplace Planning, Advice

Empower

. Lead strategy and execution across all levels of Workplace Planning & Advice teams through oversight of multiple Senior Managers .

Posted 9/24/2026full-timeRemote • United StatesSenior💰 $138,000 - $200,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading workplace planning and advice teams, with a focus on strategy execution, regulatory compliance, and performance management. Proven ability to drive enterprise metrics and develop high-performing teams within the financial services sector.

Highest-signal resume keywords

FINRA Series 7FINRA Series 24FINRA Series 66Campaign ManagementLeadership Experience in Financial Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement ServicesAdvice LeadershipParticipant StrategyPerformance ManagementAdvisory Services DevelopmentTechnology IntegrationKPI SettingRegulatory ComplianceProcess OptimizationHigh-Net-Worth Transitions

Soft Skills

Analytical SkillsExecutive CommunicationPeople LeadershipCultural CohesionDiversity Development

Certifications & Qualifications

Bachelor's DegreeMBA or Master's PreferredCRPCCFP

Industry Keywords

Workplace PlanningWealth ManagementFinancial PlanningParticipant Advisory ServicesClient DiscussionsLeadership ForumsAudit PracticesLicensing Standards

About the role

Key responsibilities & impact

Lead strategy and execution across all levels of Workplace Planning & Advice teams through oversight of multiple Senior Managers
Drive enterprise metrics including asset retention, managed account adoption, Wealth referrals, and participant engagement
Own lifecycle development strategy from onboarding through advanced planning and high-net-worth transitions
Set consistent KPIs, advice quality standards, and coaching frameworks across manager teams
Serve as principal leader for Empower's workplace advice model, ensuring regulatory alignment and supervisory oversight
Develop campaign strategies, performance management approaches, and technology integration plans with Product, WPA Experience, Marketing, and Wealth teams
Partner cross-functionally to reduce leakage, improve participant outcomes, and support strategic growth goals
Represent Workplace Planning & Advice in enterprise planning, client discussions, and leadership forums
Drive cultural cohesion, diversity, and manager pipeline development
Ensure consistent audit practices, licensing standards, and regulatory supervision through all leadership levels

Requirements

What you’ll need

Bachelor's degree required
FINRA Series 7, 24, and 66 required
FINRA fingerprinting required
7+ years of experience in retirement services, advice leadership, or participant strategy
3+ years of experience leading multi-team, multi-function environments with direct accountability for people, performance, and revenue
Proven experience in campaign management, advice platform integration, or advisory services development
Strong analytical, executive communication, and people leadership skills
Candidates located in the Denver, Colorado area are preferred; relocation assistance will not be considered
Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
MBA or Master's preferred
CRPC/CFP desirable
Demonstrated success developing leadership pipelines, succession strategies, and high-performing teams within a large, complex financial services organization
Leadership experience within workplace retirement, wealth management, financial planning, or participant advisory services
Experience leading a large, multi-level organization through people managers
Experience scaling or transforming financial advice delivery through technology, process optimization, or innovative participant engagement strategies
Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

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 retirement contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with 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 open to all
Flexible work environment
Other necessary computer equipment provided
Bonus program opportunity for non-sales positions