Sr Manager Retirement Consultation - LMN/Core

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Manager Retirement Consultation – LMN will lead and motivate a group of Senior Retirement Consultants specialized in Large, Mega, and Not-For-Profit employer-sponsored plans. They focus on team targets, overseeing the delivery of consultative advice and guidance to plan participants regarding their plan assets, driving consultant productivity, call quality, and operational excellence. Customer services include all services that support first dollar in to last dollar out solutions for participants – including distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Areas of key focus will include advice delivery, IRA, Stay In Plan, Taxable Investment, and Roll-In. 

What you will do:

• Drive high performing, senior level teams to achieve customer deepening goals and expert knowledge about Large Mega and Not for Profit plan rules, processes, and procedures 
• Develop and implement strategies to achieve business goals supporting new initiatives, products through employee adoption and execution 
• Achieve targets across asset retention, investment/retail and plan assets 
• Manage to headcount targets across segment, collaborating with other segment managers both within LMNC and sending segments (General Consultation, etc) to ensure promotions and transitions meet department headcount and staffing goals – manage associate retention and satisfaction 
• Execute high retention rates across outbound campaigns intended to engage participants upon job separation; ensure opportunities are called in a timely manner and customer experience meets high quality standards 
• Manage segment level service level metrics, low abandoned rates and high call quality 
• Drive adoption of new products, services, and tools across associates – creating a positive feedback loop with appropriate partners 
• Be an advocate, coach and driver of new Empower conversation model 
• Set and drive targets by period (activities, conversations, call quality, etc) 
• Ensure that all supervisory controls are in place and regular audits are performed and documented
• Coaches, writes and delivers feedback and develop and manage performance plans 
• Fields and ensures resolution of escalated issues from representatives, clients, and participants
• Identifies trends in escalated issues and proactively addresses with staff
• Act as in a supervisory principle capacity approving best interest fiduciary advice and new account openings for representatives

• Drive operational excellence by addressing and reducing errors and escalations
• Lead and participate in individual goals, projects and company meetings as necessary

​

What you will bring:

• Bachelor's Degree or an equivalent combination of education and professional work experience
• FINRA Series 7, 24, and 63 registrations required within corporate-established timelines.
• Series 9/10 FINRA license is acceptable in lieu of the FINRA 24 license
• FINRA 65/66 registrations are permissible
• FINRA fingerprinting required
• 3-5 years of relatable sales experience in financial services industry
• Proven success in sales management

What Will Set You Apart:

• 3-5 years of relatable sales experience and/or leadership.
• 2-4 years demonstrated success in financial services. 
• Ability to handle stressful situations and effectively manage experienced associates and sophisticated customer concerns people on a daily basis
• Motivated, self-starter with the ability to master new information quickly and independently.
• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Excellent written, verbal, consulting and presentation skills
• Manages resources, priorities, sets goals and objectives; develops performance expectations
• Proficient knowledge of Windows, Microsoft Office Software (Word, Excel,
• PowerPoint, Excel, etc.) and various file manipulation skills on a PC

***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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The 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: