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PanAgora Asset Management · 1 hour ago

Director Participant Engagement

United States

Full-time

Remote

Mid, Senior Level

$116K/yr - $164K/yr

7+ years exp

Empower Retirement is dedicated to transforming financial lives and fostering an inclusive work environment. The Director of Participant Engagement will lead a team focused on maximizing plan participation and helping clients prepare for retirement through strategic growth initiatives.

FinanceFinancial Services

No H1B

Responsibilities

Lead and manage a regional team(s) with the purpose of executing on a regional growth strategy and business plan that identifies new business opportunities for maximizing defined contribution plan (457(b), 403(b), 401(k)) participation, assets and savings rates as well as improve the participant’s overall diversification and wealth accumulation and distribution strategy

Maximize the adoption and use of Empower products and services, including Managed Accounts through Empower Advisory Services

Create an environment of safety, autonomy, high-accountability, support, coaching and feedback that fosters an environment of employee high performance, engagement, learning and career development

Ensure the team is adhering to a consistent service model by using Empower technological resources and counseling processes while adhering to corporate policies and procedures

As the Supervising Principal, ensure that all regulatory and fiduciary rules and standards are adhered to by tracking and monitoring the associated records

Facilitate training sessions to enhance service activities, compliance requirements and corporate/industry policies and procedures

Build strong partnerships with key regional personnel, plan sponsor representatives and internal and external stakeholders to maximize the distribution and use of Empower products and services and carry out strategic initiatives

Analyze and control all expenditures to conform to budgetary requirements

Participate in the delivery of sales presentation along with Regional Sales Directors and key members of senior management

Duties inherent in a supervisory position

Qualification

Financial Services experienceFINRA registrationsLeadershipTrainingCoachingTechnology software proficiencyInfluencingPersuadingPerformance goal achievementFinancial services designations

Required

7 - 10 years experience in Financial Services industry

Understanding of management, training, coaching & leadership principles

General understanding of technology software with the ability to utilize MS Word, Excel, PowerPoint and Outlook and learn new systems

Demonstrated ability to influence and persuade others, driving behavioral change and personal development while identifying and executing strategies that support organizational initiatives and exceed corporate goals

FINRA 6, 63, 26 & 65 registrations required within corporate-established timelines

FINRA fingerprinting required

Preferred

Bachelor's degree in Business or related field preferred

Previous management experience preferred

Knowledge of the financial services & defined contribution industries as well as the associated products & services are preferred

Financial services designations preferred (e.g. CFP, ChFC, CRC, CRPC) or the ability to obtain one within the first year of employment

Demonstrated success in achieving or exceeding performance goals in prior roles

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.

Company

PanAgora Asset Management

PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.

Founded in 1989

Boston, Massachusetts, USA

51-200 employees