Senior Client Success Advisor

1 month ago

GREENWOOD VILLAGE, United States Empower Full time

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Job Posting Description

As a Senior Client Success Advisor in the Investor Services tier with Empower, you will spend your day focused on expanding the wallet share of Empower retail clients in the Wealth Management segment. This is a collaborative position where you will work closely with each client’s dedicated Financial Advisor and Planner to better understand the client’s needs, goals, and best approach to drive in additional assets under management.

What you will do

  • Handle a variety of financial planning and investment management conversations ranging from simple to more complex.

  • Success in this role requires large volume existing client outreach – conducting portfolio reviews, celebrating milestones (client anniversaries), follow up on client events, and other additions related calling campaigns.

  • Present personalized portfolio recommendations/product positioning.

  • Balance asset growth and service to deliver valuable feedback to clients on their outside accounts in hopes of consolidating those assets to Empower while always delivering an exceptional client experience that deepens the existing relationship

  • Execute a remote-delivery asset growth model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person meetings.

What you will bring

  • Bachelor’s Degree or higher in business, finance, or related field.

  • Fingerprinting required

  • FINRA Series 65 registration required

  • FINRA Series 7 required

  • FINRA Series 63 required

What will set you apart

  • 5+ years minimum experience and proven track record working with investors with an emphasis on asset growth.

  • Detail oriented with an ability to handle operational complexities.

  • Expert, current knowledge of investment products and services and the ability to communicate the pros and cons of different investment options.

  • Exceptional organizational and interpersonal skills.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

#PJPW

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$70,000.00 - $85,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-16-2024

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Workplace Flexibility: Remote - Nationwide

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