Executive Director of Planning and Growth

5 days ago


West Palm Beach, Florida, United States Empower Full time
Company Overview

We are Empower, a company dedicated to transforming financial lives by giving our people the freedom to transform their own. Our flexible work environment and fluid career paths allow associates to chart their own path and grow their careers while helping customers achieve financial freedom.

Our Vision:

We envision a future where everyone has the means to lead healthy balanced lives, resulting in the best possible work performance. We believe that providing employees with the tools and resources they need to succeed leads to a more productive and motivated workforce. At Empower, we strive to create a welcoming and inclusive environment, recognizing the importance of purpose, well-being, and work-life balance.

Job Requirements:

We are seeking a highly skilled and experienced Vice President Executive Financial Planning and Stock Plan Services to join our team. As a key member of our organization, you will be responsible for developing workplace strategies to enhance financial planning and stock plan services for executives. This leadership position involves leading and growing teams, creating innovative service offerings, and driving exceptional customer experiences in a dynamic environment. The ideal candidate will have strong leadership skills, strategic planning expertise, and a deep understanding of financial services to improve the financial lives of participants.

Key Responsibilities:

  • Develop and execute Empower's workplace strategy for financial planning, stock plan participant services, and executive engagement within the greater organizational strategy.
  • Stand up phone-based participant stock plan servicing and advisory organization.
  • Enhance in-plan financial planning offering to meet the complex planning needs of broadly complex participants.

Requirements:

We are looking for a professional with a bachelor's degree and 10+ years of relatable industry leadership experience. You should also hold FINRA Series 7, 24, & 66 licenses, and have demonstrated experience owning and developing one or multiple lines of business. Expertise in asset growth and retention through comprehensive planning, as well as sales in a highly regulated environment, is essential. A master's degree and Certified Financial Planner (CFP) designation are preferred.

Benefits:

We offer an array of diverse and inclusive benefits, including medical, dental, vision, and life insurance, a 401(k) plan with generous company matching contributions, tuition reimbursement, paid time off, and more. We prioritize work-life balance and provide a supportive and collaborative environment.
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