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.
Ensures compliance with all applicable regulations and according to specific client objectives.
- Leads a team responsible for coordinating assets transfers for contract and plan terminations.
- Coordinates activities cross- functionally during the termination process ensuring that all prescribed timetables are met and compliance with applicable regulations.
- Troubleshoots and resolves the most complex issues that arise in the termination process, working in collaboration with all levels of company and client employees.
- Directly supervise, facilitate, develop mentor and train staff members.
- Interview and hire new personnel, conduct performance appraisals, monitor and take necessary disciplinary action with existing staff.
- Be held accountable for ensuring staff meets all department standards.
- Responsible for client relationship management during termination process.
- Ensures proper documentation of all team procedures and processes.
- May become actively involved, as required to meet schedules.
- Responsible for managing higher levels of financial and reputational risk associated with deconversions.
- Other duties as assigned
- Bachelor's degree and four years relevant work experience.
- Without a degree, 6 years relevant work experience.
- FINRA Fingerprinting Required.
- Strong customer service experience required, preferably in a financial service-related field.
- Knowledge of retirement plans (401(k), 403b, 457, IRA) as well as multiple product lines.
- Intermediate proficiency in MS Office (Excel/Word)
- Ability to work within prescribed deadlines and in a team environment
- Strong organizational, attention to detail, written and verbal communication skills.
- Resolves most questions and problems and refers only the most complex issues to higher levels.
- Full management responsibility for team with high degree of autonomy.
- Manage operating costs, expenses, and staffing for team
- Performs review of data and activity to prevent risk of loss due to errors
- Cross-functional collaboration with legal, compliance, systems, financial control, technical support
- Works with a wide audience, including senior management and frontline associates, as well as special projects teams, vendors, and other internal and external outside entities
- This position may manage a team of approximately six to seven associates who are primarily specialists and consultants and is responsible for the hiring of these positions, training and developing associates, distributing work, and performance
- management.
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the
right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks
listed in this job description. You may be required perform other duties that are not included on this job description. The job description is
not a contract for employment, and either you or the employer may terminate employment at any time, for any reason
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, 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.
Skills Required
- Bachelor's degree and four years relevant work experience
- Without a degree, 6 years relevant work experience
- FINRA Fingerprinting Required
- Strong customer service experience in a financial service field
- Knowledge of retirement plans (401(k), 403b, 457, IRA)
- Intermediate proficiency in MS Office (Excel/Word)
Empower (empower) Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Empower (empower) and has not been reviewed or approved by Empower (empower).
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Retirement Support — A 401(k) match up to 6% plus potential discretionary contributions and no‑cost financial planning signal strong retirement support. This focus on retirement consistently elevates the value of the total rewards package.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage with mental‑health resources, wellness incentives, and HSA contributions indicates a robust health offering. Multiple plan options and supportive services (such as virtual care and second opinions) expand access and utility.
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Leave & Time Off Breadth — PTO programs (including Responsible Time for exempt roles), paid holidays, floating days, and paid volunteer hours offer strong time‑off coverage. These features contribute materially to overall compensation value.
Empower (empower) Insights
What We Do
Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day. Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey. Disclosures: https://www.empower.com/social-media
