About the role
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Investment Director supports the growth and expansion of Empower Investments, the investment product and distribution business segment of Empower Financial. This role is responsible for driving investment product distribution, increasing assets under management (AUM), strengthening client relationships, and supporting asset retention across existing and prospective institutional retirement plan clients.
The Investment Director serves as a subject matter expert across Empower Investments' product offerings, including sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products. This position provides consultative investment expertise to plan sponsors, financial intermediaries, advisors, consultants, and internal sales and relationship management teams.
Working closely with Sales, Relationship Management, Key Accounts, and Investment Management teams, the Investment Director supports investment product positioning, institutional sales opportunities, and client retention initiatives across Large and Mega Corporate, Not-for-Profit (NFP), Government, and Taft-Hartley market segments. This role requires strong investment knowledge, relationship management, business development, and presentation skills, including the ability to analyze and communicate investment performance, market conditions, and economic trends.
What You Will Do
Develop and execute investment product distribution strategies to drive profitable growth, increase assets under management (AUM), 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 (NFP), 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 AUM 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
What You Will Bring
Bachelor's degree in Business or a related field
10+ years of successful experience in financial services sales, investment product distribution, institutional sales, or a related financial services field
FINRA Series 6, 63 and 7 registrations and applicable state insurance licenses required
FINRA Fingerprinting required
Comprehensive knowledge of the financial services industry, retirement plans, investment products, and institutional retirement markets
Strong understanding of investment concepts, portfolio strategies, investment performance, and the application of investment products within retirement programs
Demonstrated experience in sales, business development, relationship management, and investment product positioning
Experience developing and maintaining relationships with financial intermediaries, plan sponsors, advisors, consultants, or institutional clients
Demonstrated project management, organizational, and business planning skills
Strong written and verbal communication, consultative selling, and presentation skills, including the ability to communicate complex investment information to diverse audiences
Ability to analyze and interpret investment performance, market conditions, economic data, and competitive investment product information
Demonstrated ability to collaborate across sales, relationship management, investment management, and other cross-functional business teams
Ability to manage multiple priorities, identify opportunities for process improvement, and support business growth initiatives.
Ability to travel 40–60% of the time (or more) based on business needs
What Will Set You Apart
Chartered Financial Analyst (CFA) designation or Master of Business Administration (MBA)
Experience supporting investment product sales and retention within Large and Mega Corporate, Government, Not-for-Profit, or Taft-Hartley retirement plan markets
Experience working with investment consultants, institutional intermediaries, or key account relationships
Experience developing investment product distribution strategies, managing institutional sales pipelines, and driving measurable AUM growth and retention
***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.
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.
Base Salary Range
$125,400.00 - $181,875.00The 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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Originally posted on Himalayas