Inactive
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Empower

Personalized financial guidance, savings, investing platform

Investments Director

Account ExecutivePosted on Oct 16
Full-timeRemote in USA

About the Job

Requirements

  • A Bachelor's degree in Business or a related field is required.
  • At least 10 years of successful experience in financial services sales, investment product distribution, institutional sales, or a related financial services field is required.
  • FINRA Series 6, 63, and 7 registrations and applicable state insurance licenses are required.
  • FINRA fingerprinting is required.
  • Comprehensive knowledge of the financial services industry, retirement plans, investment products, and institutional retirement markets is required.
  • A strong understanding of investment concepts, portfolio strategies, investment performance, and the application of investment products within retirement programs is required.
  • Demonstrated experience in sales, business development, relationship management, and investment product positioning is required.
  • Experience developing and maintaining relationships with financial intermediaries, plan sponsors, advisors, consultants, or institutional clients is required.
  • Demonstrated project management, organizational, and business planning skills are required.
  • Strong written and verbal communication, consultative selling, and presentation skills are required, including the ability to communicate complex investment information to diverse audiences.
  • The ability to analyze and interpret investment performance, market conditions, economic data, and competitive investment product information is required.
  • The ability to collaborate across sales, relationship management, investment management, and other cross-functional business teams is required.
  • The ability to manage multiple priorities, identify opportunities for process improvement, and support business growth initiatives is required.
  • The role requires travel 40–60% of the time or more, based on business needs.
  • Applicants must be authorized to work for any employer in the United States; the employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

Responsibilities

  • Develop and execute investment product distribution strategies to drive profitable growth, increase assets under management, and support investment asset retention across institutional retirement plan markets.
  • Serve as a subject matter expert on Empower Investments' product offerings, including sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products.
  • Provide consultative investment expertise to existing and prospective plan sponsors, financial intermediaries, advisors, and institutional consultants to support investment product selection, positioning, and adoption.
  • Partner with Sales Associates, Relationship Managers, and internal sales teams to identify new business opportunities, strengthen client relationships, and support investment product retention.
  • Develop and execute business plans with Relationship Managers across assigned market segments to expand investment product distribution and increase client engagement.
  • Support institutional investment sales opportunities across Large and Mega Corporate, Not-for-Profit, Government, and Taft-Hartley retirement plan markets.
  • Prepare and deliver investment presentations, portfolio reviews, product comparisons, and investment strategy discussions for plan sponsors, financial advisors, consultants, and other stakeholders.
  • Analyze and communicate investment performance, fund characteristics, market trends, economic conditions, and competitive positioning to support investment recommendations and client discussions.
  • Leverage investment manager research and strategy reviews to provide detailed knowledge of investment objectives, portfolio construction, investment processes, and product differentiation.
  • Collaborate with Key Account teams to support intermediary relationships, participate in advisor discussions, and increase awareness and adoption of Empower Investments' investment products.
  • Identify, prioritize, develop, and maintain investment sales opportunities and qualified pipelines in partnership with internal sales and relationship management teams.
  • Execute targeted assets-under-management placement, investment product growth, and asset retention initiatives aligned with established business objectives.
  • Gather and communicate competitive intelligence, client feedback, and market insights to inform investment product positioning, development, and management.
  • Lead initiatives to identify investment-related revenue growth opportunities and improve distribution effectiveness.
  • Provide investment product training and education to internal sales, relationship management, and client service teams.
  • Respond to investment-related inquiries from internal stakeholders, plan sponsors, financial advisors, consultants, and other external clients.
  • Maintain knowledge of applicable regulatory requirements, compliance standards, and operational processes related to investment products and institutional distribution.
  • Maintain required professional registrations, licenses, and certifications in accordance with company and regulatory requirements.

Desired Qualifications

  • A Chartered Financial Analyst designation or Master of Business Administration is desirable.
  • Experience supporting investment product sales and retention within Large and Mega Corporate, Government, Not-for-Profit, or Taft-Hartley retirement plan markets is desirable.
  • Experience working with investment consultants, institutional intermediaries, or key account relationships is desirable.
  • Experience developing investment product distribution strategies, managing institutional sales pipelines, and driving measurable assets-under-management growth and retention is desirable.

About the Company

Empower

Personalized financial guidance, savings, investing platform

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
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Flower Mound, TX
Founded
2014

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