Senior Manager, Workplace Planning and Advice – LMN

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.The Senior Manager, Workplace Planning and Advice – LMN will lead and motivate a group of Senior Workplace Planning Consultants specialized in Large, Mega, and Not-For-Profit employer-sponsored plans. They focus on team targets, overseeing the delivery of consultative advice and guidance to plan participants regarding their plan assets, driving consultant productivity, call quality, and operational excellence. Customer services include all services that support first dollar in to last dollar out solutions for participants – including distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Areas of key focus will include advice delivery, IRA, Stay In Plan, Taxable Investment, and Roll-In. What you will do: Drive high performing, senior level teams to achieve customer deepening goals and expert knowledge about Large Mega and Not for Profit plan rules, processes, and procedures Develop and implement strategies to achieve business goals supporting new initiatives, products through employee adoption and execution Achieve targets across asset retention, investment/retail and plan assets Manage to headcount targets across segment, collaborating with other segment managers both within LMNC and sending segments (General Consultation, etc) to ensure promotions and transitions meet department headcount and staffing goals – manage associate retention and satisfaction Execute high retention rates across outbound campaigns intended to engage participants upon job separation; ensure opportunities are called in a timely manner and customer experience meets high quality standards Manage segment level service level metrics, low abandoned rates and high call quality Drive adoption of new products, services, and tools across associates – creating a positive feedback loop with appropriate partners Be an advocate, coach and driver of new Empower conversation model Set and drive targets by period (activities, conversations, call quality, etc) Ensure that all supervisory controls are in place and regular audits are performed and documented Coaches, writes and delivers feedback and develop and manage performance plans Fields and ensures resolution of escalated issues from representatives, clients, and participants Identifies trends in escalated issues and proactively addresses with staff Act as in a supervisory principle capacity approving best interest fiduciary advice and new account openings for representatives Drive operational excellence by addressing and reducing errors and escalations Lead and participate in individual goals, projects and company meetings as necessary ​What you will bring: Bachelor's Degree or an equivalent combination of education and professional work experience FINRA Series 7, 24, and 66 (or equivalency) registrations required within corporate-established timelines. Series 9/10 FINRA license is acceptable in lieu of the FINRA 24 license FINRA fingerprinting required 3-5 years of relatable sales experience in financial services industry Proven success in sales management What Will Set You Apart: 3-5 years of relatable sales experience and/or leadership. 2-4 years demonstrated success in financial services. Ability to handle stressful situations and effectively manage experienced associates and sophisticated customer concerns people on a daily basis Motivated, self-starter with the ability to master new information quickly and independently. In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment Excellent written, verbal, consulting and presentation skills Manages resources, priorities, sets goals and objectives; develops performance expectations Proficient knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC ***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.***What we offer youWe 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 perform