7 дней назад
Senior Manager Retirement Consultation – LMN (Financial Services)
100 900 - 142 525$
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Описание вакансии
Текст:
TL;DR
Senior Manager Retirement Consultation – LMN (Financial Services): Leading senior retirement consultants who provide advice and guidance to participants in large, mega, and not-for-profit employer-sponsored plans with an accent on asset retention, retirement products, fiduciary advice, and operational excellence. Focus on driving sales and service performance, developing associates, managing escalations, and ensuring supervisory controls and regulatory requirements are met.
Location: On-site at ’s corporate headquarters in Greenwood Village, Colorado, United States. Applicants must be authorized to work for any employer in the U.S.
Salary: $100,900–$142,525 base salary per year, with sales incentives and potential bonus opportunities.
Company
provides retirement and financial services focused on helping customers achieve financial freedom.
What you will do
- Lead and motivate senior retirement consultants serving large, mega, and not-for-profit employer-sponsored plans.
- Drive asset retention, investment, plan asset, customer deepening, productivity, and service-level targets.
- Develop strategies for new products, services, tools, and the conversation model.
- Manage staffing, associate retention, performance plans, coaching, feedback, and professional development.
- Oversee escalated customer and representative issues, identify trends, and reduce errors.
- Maintain supervisory controls, conduct documented audits, and approve best-interest fiduciary advice and new account openings.
Requirements
- Bachelor’s degree or an equivalent combination of education and professional experience.
- 3–5 years of sales experience in the financial services industry and proven success in sales management.
- FINRA Series 7, 24, and 63 registrations within established timelines; Series 9/10 may substitute for Series 24.
- FINRA fingerprinting is required; FINRA 65/66 registrations are permissible.
- Strong consulting, presentation, written, verbal, coaching, and performance-management skills.
- U.S. work authorization required; visa sponsorship, including CPT/OPT sponsorship, is not available.
Nice to have
- 2–4 years of demonstrated success in financial services and additional leadership experience.
- In-depth knowledge of IRAs, retirement investment products, and qualified retirement plans.
- Experience managing sophisticated customer concerns and stressful situations.
- Proficiency with Windows and Microsoft Office applications.
Culture & Benefits
- Inclusive environment with opportunities for internal mobility and career growth.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off upon hire, company holidays, floating holidays, volunteer time, and paid leave programs.
- Business Resource Groups supporting inclusion and collaboration.
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