Senior Client Success Advisor - Wealth Management

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.

As a Wealth Management Client Success Advisor with Empower, you will spend your day focused on expanding the wallet share of Empower's direct-to-consumer retail clients in the Wealth Management Client tier. This is a collaborative position wherein you will work closely with each client's dedicated financial advisor to better understand the client's needs, goals, and best approach to drive in additional assets under management.

A successful Client Success Advisor will be able to handle large volume existing client outreach - conducting portfolio reviews, celebrating milestones (client anniversaries), follow up on client events, alongside other additions related calling campaigns. This Advisor will be able to balance sales 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. This advisor will also be responsible for providing frequent and detailed feedback to the client's dedicated financial advisor regarding client interactions.

What you will do

• End-to-end experience with all clients, coordination with the dedicated financial advisor for each client, and personalized portfolio recommendations/product positioning
• Analyze client dashboards to find opportunities to bring in additional assets
• Work with advisors to develop strategies to outreach clients
• Ongoing involvement with existing clients to pursue additional investment opportunities
• Provide frequent and detailed client feedback to all members of the Wealth Management team

What you will bring

• Embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships
• Strong interpersonal skills, team-oriented, and collaborative
• Experience with all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization
• Ability to work primarily from a home office
• Possess a Series 65 (or FINRA-approved equivalent) and a clean U4 record

What will set you apart

• 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 verbal, written, and listening communication skills
• Proven track record in relationship management, customer satisfaction, and exceeding sales targets
• Strong 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.***

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

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.***

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