- Work with Advisory leadership to record, disseminate, and execute advisory strategy and multi-year distribution transformation.
- Act as the voice of our advisors & clients.
- Support a transformation priority plan, with detailed requirements for distribution & operating more effectively and efficiently. Partner with key resources to get the work executed acting as a SME and managing the priorities of advisory.
- Design consistent advisor and management business practices, client practices, act as a subject matter expert and be accountable for driving consistent strategy execution and adoption throughout Advisory..
- Build a practice centric planning process so the organization can be a practice plan led group.
- Support monthly practice reviews across advisory with measurable goals that cascade throughout the functions.
- To accomplish these goals incumbent interpret and influence associates and leaders across the organization, ensuring that appropriate resources and stakeholders are engaged and aware of the goals and objectives driving the sales organization.
- Highly dynamic individual excited by solving complex problems, with extremely strong communication skills.
- Highly influential to lead matrix resources to execute on stated objectives.
- Ability to communicate to all levels of the organization, listening, informing, inspiring and holding accountable.
- Exceptional analytical skills with the ability to make recommendations to Senior Leaders.
- Ability to solve unique and complex problems
- Highly organized and able to manage multiple projects concurrently
- Strong communication skills, proven presentation skills
- Project management skills and ability to influence changes in direction, scope & deliverables
- Comprehensive understanding of the functions of EPW's business lines and asset channels, as well as the unique relationship EPW plays for Workplace.
- Bachelor's degree in Business, Finance or equivalent experience, MBA preferred.
- 5+ years in financial services, highly analytical roles a plus.
- An interest & desire to develop leadership skills preferred
- Experience with preferred
- 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.
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Advisory Strategy - Overland Park, United States - Empower Retirement
Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
As a Advisory Strategy & Practice Management Director you will partner with EPW senior advisory leadership team in the development and execution of advisor and manager business practices to exceed advisory client experience and revenue goals. This role will partner with other practice managers, for Asset Gathering, Asset Retention, and Financial Planning to drive identified strategies, to ultimately improve effectiveness, create efficiencies, and drive sales and retention. This role will oversee project management, of all major projects relative to EPW Advisory, and will manage the overall deployment of products, services, and training.
What you will do
What you will bring
What will set you apart
#PJPW
***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.
Base Salary Range
$104, $150,975.00The 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.***
Job Posting End Date at 12:01 am on:
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