Full-Time

Senior Segment Manager

Advisory Services

Posted on 9/23/2025

Deadline 10/1/25
Empower

Empower

Personalized financial guidance, savings, investing platform

Compensation Overview

$94.2k - $133.1k/yr

+ Bonus + Sales Incentives

No H1B Sponsorship

Greenwood Village, CO, USA

Remote

Nationwide remote; candidates can work from anywhere in the U.S.

Category
Consulting (1)
Requirements
  • Degree in business, finance or similar field. Without a degree, an additional four years of directly related work experience is required
  • 10+ years of financial services industry experience, including advisory services operational experience
  • Management experience preferred
  • Series 65 registrations required within corporate-established timelines and FINRA fingerprinting required
  • Commitment to delivering optimal solutions, in a timely manner, and balancing customer needs with the best interests of the company
  • Proven experience designing and delivering clear, respectful communications across audiences
Responsibilities
  • Serve as the primary contact and subject matter expert for the participant advisory services program across assigned business segments
  • Act as a strategic consultant to business lines using the EAG Suite of Advisory Services
  • Partner with Sales to understand pipeline, identify client opportunities, and develop annual support strategies
  • Deliver compelling client and committee presentations on fiduciary topics, product updates, and industry trends
  • Train internal personnel and institutional partners on EAG services
  • Communicate client and partner needs to EAG leadership, helping to shape priorities and service delivery
  • Provide standard and custom reporting to clients and partners, including product performance, participant impact, and SLA metrics
  • Design and execute campaign strategies for product rollouts, annual support, and updates—reporting regularly on outcomes
  • Negotiate contracts and oversee the implementation and reporting of service-level agreements for large clients
  • Resolve complex issues and special requests related to Advisory Services in partnership with sales, service, and internal teams
  • Support EAG business development efforts by contributing to training, demonstrations, and sales presentations
  • Collaborate with Product Development and project teams on enhancements to EAG services
  • Lead and develop team members, including hiring, training, coaching, performance management, and productivity oversight
  • Maintain records, monitor trends, and share insights with leadership
Desired Qualifications
  • Exhibit listening, patience, empathy, authenticity, proactivity and perseverance with external and internal customers
  • Maintain a positive approach despite challenges, constraints, and/or customer emotions
  • Build collaborative and cooperative relationships; effectively manages conflict
  • Find common ground and build trust with co-workers, managers, partners, and customers through demonstration of inclusiveness and appreciation for diverse backgrounds, cultures, thoughts and experiences
  • Operate with integrity and communicates respectfully in language, writing, and actions
  • Listens to others’ perspectives; conscientiously communicates verbally and in writing with attention to clarity, brevity, perceptual tone, and professionalism; refrains from using 'us and them'
  • Speaks up in front of peers and managers to share conflicting ideas or support a point

Empower is a financial services provider focused on helping people save, invest and receive advice. It serves both organizations and individuals, offering tools, guidance and support to reach financial goals. Its products work by giving users access to personalized financial advice and resources, combining advisory support with digital tools to manage accounts and investments. The company differentiates itself through its large, diverse client base (over 71,000 organizations and 17 million individuals) and its emphasis on trust, integrity and personalized guidance, aiming to deliver financial well-being at scale. Its goal is to empower financial freedom for all by delivering clear advice, tailored guidance and essential support throughout the financial journey.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

Flower Mound, Texas

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Q1 2026 base earnings hit $314 million, up 23% year-over-year.
  • Workplace Solutions added 335,000 participants and $26 billion in plan sales.
  • Personal Wealth earnings surged 65% from strong net flows and advice demand.

What critics are saying

  • Schlichter Bogard lawsuit filed August 15, 2025, triggers DOL scrutiny and $100M+ settlements.
  • Fidelity pricing and Vanguard low-cost recordkeeping erode Empower's 2-5% market share by 2028.
  • Great-West Lifeco ownership forces divestiture or resource cuts within 24-48 months.

What makes Empower unique

  • Empower administers $2 trillion in retirement assets for 20 million investors.
  • Workplace Solutions serves 61,000 plans across corporate, government, and nonprofit sectors.
  • Neuberger Berman partnership introduces private equity to defined contribution plans.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Tuition Reimbursement

Paid Vacation

Paid Sick Leave

Paid Volunteer Time

Company News

The Coupons App
Feb 2nd, 2026
Quicken vs. The New Guard: Staying King of the Hill

Quicken vs. The new guard: staying king of the hill. The personal finance space in 2026 is more crowded than ever. With competitors like Monarch Money and Empower gaining ground, Quicken has had to fight to maintain its legacy crown. However, recent industry data suggests that Quicken's "Classic" desktop power remains its greatest advantage in a mobile-only world. The "power user" Advantage. While newer apps focus on "set it and forget it" budgeting, Quicken has leaned into its complexity. The 2026 version of Quicken Classic is reportedly faster and more robust when handling massive investment portfolios. For the "Financial Hobbyist" - the person who wants to track every dividend reinvestment and cost basis - there is still no real substitute for Quicken's reporting engine. The open banking battle. A major current affair in the fintech world is the stability of bank connections. Quicken has made massive strides here by introducing a Real-Time Sync Status Indicator. By giving users a visual "health check" for their data connection, Quicken is solving the number one complaint in the industry: broken syncs. This focus on reliability over "flashy" features is why their retention rates remain at industry highs. A multi-generational approach. By diversifying its product line into Simplifi for the mobile-first crowd and Classic for the data-heavy power user, Quicken isn't just surviving the fintech revolution - it's attempting to own every stage of a person's financial life, from their first paycheck to their estate distribution.

401(k) Specialist
Jan 21st, 2026
Smolen to Lead Empower's Workplace Solutions Unit

Smolen to lead Empower's Workplace Solutions unit. Empower today announced that Joe Smolen has been promoted to President of the Denver-based recordkeeper's Workplace Solutions business unit, a role in which he will oversee strategy, growth, relationship management and product for the country's second largest retirement services provider. "Joe brings a strong track record of leadership to the role and extensive experience, having previously served as regional sales director for Empower and Executive Vice President and head of Empower's Core & Institutional Market segments," said Empower President and CEO Edmund F. Murphy III in a LinkedIn post announcing the news today. "Joe is a proven leader who consistently delivers results while keeping clients and partners at the center of everything he does," added Rich Linton, president and COO of Empower. "His deep understanding of the workplace retirement landscape, combined with his ability to lead high-performing teams, makes him exceptionally well suited to lead our Workplace Solutions business as we continue to innovate and grow." Empower's Workplace Solutions business encompasses service to more than 61,000 employer-sponsored retirement plans and over 18.8 million plan participants; assets under administration are approximately $1.9 trillion, as of Sept. 30, 2025. Workplace Solutions serves all segments of the employer-sponsored retirement plan market: government 457 plans; small, mid-size, large and mega corporate 401(k) clients; nonprofit 403 (b) entities and private-label recordkeeping clients. The business offers defined contribution, defined benefit, non-qualified and consumer-directed healthcare plans as well as stock plan services. A Colorado resident, Smolen is a long-serving Empower leader, having joined the company as a regional sales director in 1999. Following a progression of increased leadership roles, he took the reins of the core markets in 2017, adding Mid-Market in 2024. Stolen also recently completed a tenure as Board Chair for the Society of Professional Record Keepers and Asset Managers (SPARK). Munro to lead Core & Mid-Market segments. As part of this leadership transition, Empower also announced today that Ken Munro has been appointed Executive Vice President and head of the Core & Mid-Market segments, succeeding Smolen in the role. Munro will be responsible for advancing the segment's strategic priorities and supporting continued growth and service excellence. He joined Empower in 2006 and was appointed to his current role as SVP, National Sales Director in 2021. "Ken's experience, operational expertise, and commitment to our clients position him well to build on the strong foundation Joe established," Linton added. "This transition reflects the strength of our leadership bench and our continued focus on developing talent from within the organization." Reporting relationships will remain unchanged: Smolen will continue to report to Linton, and Munro will continue to report to Smolen. These changes are effective immediately. Empower's Core & Mid-Market segments work closely with advisors to serve and administer plans with assets up to $150 million, including start-up plans, pooled employer plans (PEPs) and multiple employer plans (MEPs). In total, the segment provides services to more than 44,000 retirement plan sponsors, encompassing more than $360 billion in assets under administration on behalf of more than 4.8 million plan participants, as of Sept. 30, 2025.

401(k) Specialist
Sep 26th, 2025
Empower Welcomes CMO, Advisor CRM Launches AI Email Assistant

Empower has appointed Sangita Woerner as its new chief marketing officer (CMO).

October Three Consulting
Sep 14th, 2025
Schlichter firm files broad fiduciary complaint against Empower

On August 15, 2025, plaintiffs' law firm Schlichter Bogard, LLC, filed a lawsuit on behalf of their clients against Empower (Williams-Linzey, et al. v. Empower Advisory Group, LLC; Empower Retirement, LLC; Empower Financial Services, Inc.; and Empower Annuity Insurance Company of America).

Ignites
Aug 19th, 2025
Empower Sued Over Managed Account Practices

Empower sued over managed account practices.

INACTIVE