Lead Management Consultant

1 week ago

Ballwin, Missouri, United States Empower Full time
Empower Personal Wealth Lead Coordinator Job Description

About the Role

We are seeking a highly detail-oriented and organized Lead Coordinator to join our Empower Personal Wealth team. As a Lead Coordinator, you will be responsible for working closely with our leadership team to execute our current and future lead lifecycle processes. This includes curating, assigning, reassigning, and reporting of leads for each team.

Key Responsibilities

  • Develop and maintain current documentation of all existing processes
  • Work closely with business leadership to execute team-specific lead lifecycle processes
  • Collaborate with technology teams to automate processes
  • Manage and execute daily and weekly assignments timely and accurately
  • Utilize tools such as Excel to maintain a roster of producing representatives on each team
  • Proactively provide lifecycle reporting to Marketing/Product, Advisory, and business leadership

Requirements

  • Bachelor's Degree in Business, Economics, or applicable business experience
  • 1-3 years financial or sales analysis experience in either sales operations or finance, preferred
  • 1-3 years SFA and CRM administration or business systems analyst experience, preferred
  • 1-3 years with Salesforce Dataloader, preferred
  • 1-3 years of SQL coding experience or comfortable in learning this skill
  • FINRA Fingerprinting Required

What We Offer

  • Medical, dental, vision, and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment with the option to wear jeans
  • Generous paid time off and paid volunteer time

Base Salary Range

$63,000 - $89,125.00

The salary range above shows the typical minimum to maximum base salary range for this position. 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.

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, 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.

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