Senior Director – Wealth Consolidation Support

Role Overview

• Oversee daily, weekly, and monthly service metrics to ensure SLA adherence and funding targets are met
• Lead hiring and headcount planning efforts in coordination with Philippines and U.S. leadership
• Direct all U.S. Empower Personal Wealth funding teams and ensure superior service delivery and compliance
• Partner with global stakeholders to align messaging, workflows, and operational enhancements
• Support service excellence by owning survey scores, fraud mitigation, and process improvement initiatives
• Serve as an escalation point for elevated client issues and ensure resolution through a closed-loop process
• Coordinate cross-functional initiatives with Legal, Compliance, Advisory, and Optimization teams

Requirements

• Bachelor’s degree or equivalent professional experience
• 5+ years of experience in people leadership, with proven success in a service-oriented setting
• FINRA Series 6/26 required, Series 7/24 permitted
• FINRA fingerprinting required
• Expertise in wealth management operations, including money movement (ACATs, wires, ACH)
• Strong relationship management and communication skills across client and internal audiences
• Proficiency with Microsoft Office and CRM tools, including Salesforce
• Thorough understanding of Empower’s product suite and internal policies and procedures

Benefits

• 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.