Senior Wealth Solutions Manager

Empowercommunitycare

Unknown
Base: $100,000.00 - $122,500.00; bonus/equity: sal...
Hybrid
Team leadership and development
Client acquisition and conversion
High-volume client engagement
The Senior Wealth Solutions Manager leads a team to drive client acquisition, asset growth, and deliver a strong wealth experience to clients with less than $250K in assets

Job Summary

  • The Senior Wealth Solutions Manager leads a team to drive client acquisition, asset growth, and deliver a strong wealth experience to clients with less than $250K in assets.
  • 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 promotes a flexible, inclusive work environment with emphasis on purpose, well-being, work-life balance, and internal mobility.

Matching Summary

The Senior Wealth Solutions Manager leads a team to drive client acquisition, asset growth, and deliver a strong wealth experience to clients with less than $250K in assets.

Salary

Base: $100,000.00 - $122,500.00; Bonus/Equity: Sales incentives and bonus plans possible; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • team leadership and development
  • client acquisition and conversion
  • high-volume client engagement
  • fiduciary advice supervision
  • process improvement and operational execution
  • performance and professional development management

Nice-to-have

  • flexible work environment
  • inclusive and diverse culture
  • volunteer and community engagement
  • business resource group participation
  • resilience under pressure
  • client-first mindset

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, and 65)
  • FINRA Fingerprinting required
  • Authorized to work in the U.S.

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter