Senior Manager, Workplace Planning and Advice – Strategic Outreach

. Lead and motivate Senior Retirement Consultants specializing in marketing and outbound-driven campaigns .

Posted 10/15/2026full-timeRemote • United StatesSenior💰 $96,100 - $135,700 per yearWebsite

Key responsibilities & impact

Lead and motivate Senior Retirement Consultants specializing in marketing and outbound-driven campaigns
Generate opportunities through calls to a wide variety of lead sources
Assist customers with distributions into or out of plans, saving, investing, consolidation, and additional products or services based on participant needs
Drive high-performing senior-level Workplace Planning and Advice teams toward customer-deepening goals and successful campaign strategies
Develop and implement strategies supporting new initiatives and products through employee adoption and execution
Partner with marketing and analytics to generate outbound email, mail, and phone campaigns
Manage headcount and business targets to ensure department targets are achieved
Partner with internal DC relationship/channel management teams to ensure associates are trained and prepared for campaign expectations
Set and drive periodic targets for activities, conversations, call quality, and related metrics
Develop and monitor service and outcome standards to enhance caller experience and increase impact rates

What you’ll need

Bachelor's Degree or an equivalent combination of education and professional work experience
FINRA Series 7, 24, and 63 registrations required within corporate-established timelines; Series 9/10 acceptable in lieu of Series 24
FINRA fingerprinting required
FINRA 65/66 registrations permissible
3-5 years of relatable financial experience and/or leadership
2-4 years demonstrated success in financial services
In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
Proven experience leading by example and fostering professional growth, best-practice sharing, and organizational learning
Ability to advocate for customer and associate input and address procedural, systemic, and resource constraints
Proficient knowledge of Windows and Microsoft Office Software, including Word, Excel, and PowerPoint, plus file manipulation skills on a PC
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
Reliable high-speed internet with a wired connection and a suitable home workspace; fiber, cable, or DSL internet required for remote work

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) open to all
Bonus program opportunity for non-sales positions
Sales incentives and, in some instances, a bonus plan for sales positions
Flexible work environment
Reliable high-speed internet and wired connection; necessary computer equipment provided for remote and hybrid positions