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 9/15/2026full-timeRemote • Colorado • United StatesSenior💰 $144,900 - $210,075 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading workplace planning and advice teams, with a strong focus on strategic 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 ManagementAdvisory Services Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement ServicesAdvice LeadershipParticipant StrategyKPI SettingPerformance ManagementFinancial Outcomes AccountabilityProcess OptimizationTechnology IntegrationSuccession PlanningWealth Management

Soft Skills

Analytical SkillsExecutive CommunicationPeople LeadershipInclusive Team BuildingCoaching

Certifications & Qualifications

Bachelor's DegreeMBA or Master's PreferredCRPC/CFP Desirable

Industry Keywords

Workplace PlanningFinancial ServicesHigh-Net-Worth TransitionsRegulatory AlignmentParticipant EngagementCultural CohesionDiversityLeadership PipelinesFinancial Advice DeliveryClient Discussions

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 (HNW) transitions
Set consistent KPIs, advice quality standards, and coaching frameworks across all manager teams
Act 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 in partnership with Product, WPA Experience, Marketing, and Wealth teams
Partner cross-functionally to reduce leakage, improve participant outcomes, and support Empower's strategic growth goals
Represent Workplace Planning & Advice in enterprise planning, client discussions, and leadership forums
Drive cultural cohesion, diversity, and manager pipeline development across the organization
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
Business owner mindset: accountable for financial outcomes, strategic delivery, and cross-functional execution
Culture carrier: builds strong, inclusive teams and a coaching-driven environment
Talent developer: builds clear growth paths, succession plans, and development opportunities
Advice leader: understands planning depth, suitability supervision, and participant engagement nuances
Innovator and optimizer: challenges the status quo to improve processes, scale impact, and deliver better outcomes
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, 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 fiber, cable, or DSL connection and a suitable home workspace

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.
Flexible work environment
Reliable high-speed internet with a wired connection and a suitable home workspace for remote work
Necessary computer equipment provided