Empower

Data Scientist

• Advance Empower’s marketing effectiveness and marketing measurement capabilities, with Marketing Mix Modeling as the primary focus
• Own the end-to-end Marketing Mix Modeling measurement process from business-question definition and data readiness through model review, validation, refreshes, interpretation, and stakeholder adoption
• Partner with Marketing, Media, Finance, Data, Technology, Analytics, and other cross-functional teams to define model inputs, outcomes, time periods, geographies, and granularity
• Partner with external MMM vendors and technical modeling teams to review and challenge model specifications, assumptions, diagnostics, calibration, sensitivity analyses, and results
• Translate MMM outputs into marketing investment insights, including channel contribution, incremental impact, ROI, ROAS, marginal ROI, response curves, diminishing returns, and budget-allocation scenarios
• Communicate model uncertainty, limitations, assumptions, and decision guardrails to business and executive stakeholders
• Improve the quality, consistency, and repeatability of data used for marketing measurement
• Establish repeatable processes for MMM refreshes, data and model quality checks, documentation, validation, and version history
• Manage external MMM and marketing measurement partners, evaluate deliverable quality, resolve issues, and facilitate knowledge transfer
• Develop reusable data definitions, model-review standards, documentation, and marketing measurement playbooks
• Assess which MMM activities should remain vendor-supported and which capabilities can transition in-house
• Integrate MMM insights with experimentation, incrementality testing, campaign measurement, attribution, and brand measurement
• Support brand communication measurement by interpreting brand-health, brand-lift, and advertising-effectiveness studies
• Build internal MMM standards, knowledge, and processes and contribute to the long-term marketing measurement roadmap

Data Science Manager – Marketing

Strategist

• Service existing client relationships within the Large/Mega/Not-For-Profit market
• Develop, implement, manage and measure participant communications strategies for strategic clients
• Combine financial services expertise, strategic communications, product knowledge and client management to improve retirement readiness
• Ensure client satisfaction while managing client profitability with the service team
• Deliver accurate and timely plan-activity communications and strategic action-based campaigns
• Guide clients in improving financial education and participant wellness through existing tools
• Review and recommend communication design and delivery strategies while managing a book of business
• Oversee participant communication budgets, deliverables, quality control, timelines, metrics and planning
• Present new concepts and campaign updates in client meetings, webcasts and phone meetings
• Explain complex concepts and build consensus with client contacts
• Engage the Retirement Education Team for employee meetings and presentations/webcasts
• Complete creative briefs for complex initiatives and tactics
• Execute client initiatives within assigned budgets
• Coordinate workflows through deliverable completion
• Manage a client book and travel up to 20% of the time
• Manage projects to remain within timeline and budget
• Manage clients to remain within annual budgets and address out-of-scope costs
• Collaborate with service, communications/education, product, operations and marketing teams
• Work with clients and advisors/consultants
• Make decisions to ensure client satisfaction and escalate only the most complex issues

Strategist – Participant Communication

Product Manager

• Build and continuously improve Empower’s native digital brokerage experience
• Own and support customer journeys and features covering account details, positions, securities research, trading, and order tracking
• Identify opportunities to increase brokerage adoption, engagement, and customer value using behavior and feedback
• Evolve brokerage capabilities for direct-to-consumer brokerage and SDBAs within employer-sponsored retirement plans
• Partner with design to simplify complex financial information and create clear information architecture, navigation, interaction patterns, and visual presentation
• Use customer research, usability testing, behavioral data, experimentation, competitive research, and market insights to identify needs and opportunities
• Translate customer, business, and technical needs into product requirements and priorities
• Contribute to product strategy and roadmap development
• Connect brokerage experiences with retirement, investing, financial planning, and other Empower experiences
• Define and track success measures across adoption, engagement, usability, satisfaction, and digital behavior
• Use quantitative and qualitative insights and agile validation methods to test hypotheses and inform decisions
• Navigate initiatives through discovery, requirements, prioritization, development, compliance and legal review, launch, measurement, and post-launch optimization

Product Manager – Digital Brokerage Experience

Technical Product Manager

• Own the roadmap and vision for the Generative AI platform
• Align new capabilities with strategic business goals
• Work closely with the VP of Generative AI Platform and stakeholders across the organization
• Connect business needs with technical feasibility
• Manage product priorities
• Communicate progress to executives and key users
• Develop, maintain, and communicate the Generative AI platform roadmap
• Prioritize features, enhancements, and technical debt with engineering and business partners
• Liaise among business, engineering, and cross-functional teams
• Gather requirements and translate them into technical specifications
• Lead product backlog refinement, sprint planning, and release management with the Scrum Master
• Monitor AI platform trends, emerging technologies, and competitor activity
• Provide thought leadership for the long-term Generative AI platform vision
• Define and track product KPIs for platform adoption, performance, and business impact
• Use data-driven insights to recommend improvements and refine product strategy
• Balance short-term priorities with long-term platform vision

Senior Technical Product Manager

Data Analyst

• Lead complex analyses requiring in-depth evaluation of variable business and data factors
• Develop dashboards, models, analytical frameworks, and reporting solutions
• Provide visibility into staff and business performance through reporting that combines data from multiple systems
• Investigate business questions using large and complex datasets and identify meaningful patterns or differences
• Connect data across a broad and deep data environment
• Identify solutions and improve data workflows and processes
• Partner with business leaders to define analytical needs and decision inputs
• Provide subject matter guidance on tools, techniques, and best practices
• Contribute to functional roadmaps and analytics capability enhancements
• Collaborate with technology teams on data structures, pipelines, and automation
• Lead cross-functional analytical initiatives and partner with stakeholders across the organization
• Question inputs, validate results, and assess whether analyses address meaningful business needs
• Take increasing ownership of projects and independently drive work
• Mentor junior analysts and contribute to analytics best practices and standards
• Support relationship management and lifetime value analytics
• Help the business navigate CRM and reporting transitions

Lead Analyst, Data Analytics

• Refine the vision and roadmap for Empower’s digital brokerage experience across Stock Plan Services, existing brokerage capabilities, and the native Empower investing experience
• Define product strategy connecting Empower Personal Dashboard, OptionTrax, Pershing’s NetX Investor, and emerging native brokerage capabilities
• Identify opportunities to eliminate fragmentation across workplace equity, brokerage accounts, and customers’ broader financial lives
• Shape and build next-generation brokerage capabilities using customer expectations and best practices from digital investing platforms
• Own end-to-end experiences for stock plan participants, including equity awards, holdings, transactions, account experiences, and transitions into broader investing and wealth-building journeys
• Translate brokerage, equity compensation, operational, regulatory, and technology requirements into simple customer experiences
• Partner with engineering, design, research, operations, compliance, business teams, and external providers from discovery through launch and optimization
• Maintain ownership of the end customer experience while partnering with brokerage, clearing, custody, stock plan, and technology providers
• Conduct qualitative research, usability testing, behavioral analysis, competitive research, and direct customer feedback
• Define and track success measures across adoption, engagement, satisfaction, transaction behavior, asset retention and consolidation, and digital experience
• Use experimentation, analytics, rapid validation, and customer feedback to improve the product
• Manage the full product lifecycle from problem definition and strategy through requirements, prioritization, delivery, launch, measurement, and iteration
• Influence Empower’s longer-term investing strategy by identifying new capabilities and experiences

Senior Product Manager – Digital Brokerage, Investing Experience

Advisor

• Conduct Retirement Readiness Reviews and individual meetings with targeted participants
• Deliver group presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants
• Use consultative expertise and data-driven analytical thinking to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders within assigned territory or employer-sponsored plans
• Conduct one-on-one virtual and on-site group meetings using various technologies
• Manage meeting schedules, including travel booking
• Create and execute business plans and tactics supporting positive retirement income objectives
• Document interactions in Salesforce and collect information for regulatory compliance
• Achieve plan-level and individual goals, service-level agreements, and business results
• Participate in client meetings, sales finals, and other external meetings as needed
• Collaborate across internal service and management teams
• Assist the Relationship Management team in establishing and maintaining stakeholder relationships

Retirement Plan Advisor

• Develop and influence product strategy for growth into Empower Personal Wealth
• Own and evolve the product roadmap, prioritizing short- and long-term opportunities
• Drive digital rollover and client conversion experiences
• Develop and execute strategies across each stage of the customer conversion funnel
• Analyze funnel performance and customer behavior to identify friction points and improve conversion outcomes
• Partner with design, engineering, and research teams to simplify customer experiences and deliver solutions
• Use customer research, usability testing, market research, behavioral data, and A/B testing to inform product decisions
• Define product requirements, manage dependencies, and partner with compliance and legal teams through key milestones
• Define, analyze, and track key performance metrics
• Influence senior leaders and cross-functional partners to build alignment and drive product decisions
• Bring clarity to ambiguous opportunities and identify ways to deliver customer value faster and more efficiently

Product Manager – Personal Wealth Growth

Account Manager

• Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability
• Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth
• Act as a trusted advisor on plan design, investments, retirement readiness, and industry trends
• Lead periodic plan reviews, participant education planning, and regulatory updates
• Represent the participant communications strategy in annual client plans
• Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts
• Work with client service teams to design and implement business planning deliverables
• Participate in new business final presentations and site visits
• Identify and implement solutions that enhance client satisfaction and maintain financial viability
• Serve as the primary escalation point for complex client issues
• Collaborate across internal teams to provide tailored client solutions
• Navigate organizational governance structures to advocate for client needs and business objectives
• Stay informed on market trends, competitive landscape, and regulatory changes
• Deliver client presentations on industry insights, plan performance, and legislative updates
• Manage client P&L, balancing revenue growth and operational efficiency
• Lead contract renewals, negotiations, and pricing strategies
• Identify opportunities to optimize plan efficiency and maximize revenue potential

Senior Relationship Manager – Mid Market

Counselor

• Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k), 403(b), and/or Government clients
• Use Empower’s technology and tools to drive results and help employees pursue successful retirement outcomes
• Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings
• Drive participants toward measurable actions, including plan enrollment, deferral increases, and rollovers from previous plans
• Achieve business results and facilitate impactful conversations while meeting service level agreements
• Complete reporting requirements, including logging meetings, attendees and outcomes in appropriate systems
• Build relationships with key contacts, plan sponsor representatives and internal stakeholders
• Manage meeting schedules, including travel booking
• Provide feedback to local relationship managers on communication materials and strategies
• Assist in identifying alternative communication approaches
• Attend client meetings with other service team members
• Participate in final presentations for new prospects when required by territory demands

Retirement Plan Counselor

Director

• 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