The Senior Wealth Solutions Manager leads a team to convert prospects into clients and grow assets under management while delivering high-quality client interactions that build trust and retention
Job Summary
The Senior Wealth Solutions Manager leads a team to convert prospects into clients and grow assets under management while delivering high-quality client interactions that build trust and retention.
Empower offers diverse benefits including medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off, and paid volunteer time.
The company fosters an inclusive culture with Business Resource Groups and supports work-life balance with flexible and remote work options.
Matching Summary
The Senior Wealth Solutions Manager leads a team to convert prospects into clients and grow assets under management while delivering high-quality client interactions that build trust and retention.
Salary
Base: $100,000.00 - $122,500.00; Bonus/Equity: Sales incentives and bonus plan possible; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement, paid time off
Skills & Requirements
Must-have
Team leadership and development
Client acquisition and asset growth
High-volume client engagement
Metrics-driven management approach
Fiduciary advice supervision
Process improvement and operational execution
Nice-to-have
Passion for leadership and resilience
Client-first mindset
Promotes continuous learning
Inclusive and diverse work environment
Flexible work environment
Volunteer and community involvement
Key Requirements
Bachelor’s degree or equivalent experience
3–5 years industry experience in asset growth and leadership
FINRA Series 24 (or 9/10), Series 7, and Series 66 (or 7, 63, 65)