出海雷达

Investments Director

市场运营限定地区(需当地身份)
公司Empower
薪资$125,400 - $181,875/年
工作地点United States
地域资格限定地区(需当地身份)
时区要求日间重叠约 9 小时,基本正常作息
用工类型Full Time
发布时间今天
数据来源Himalayas
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。
关于本页中文:职位描述由本机离线模型翻译,属机器翻译,供快速判断用;正式沟通与投递请以英文原文为准。官方翻译通道恢复后会自动重译升级。

我们的未来愿景是基于这样一个想法:改变财务生活,首先让我们的人民自由地改变自己的工作环境。我们有一个灵活的工作环境和流动的职业道路。我们不仅鼓励,而且庆祝内部移动性。我们也认识到目的,幸福感和工作与生活平衡的重要性。在 Empower 和我们的社区中,我们努力创造一个欢迎和包容性的环境,我们的合作伙伴花费数千小时为他们最重要的事项做志愿服务。绘制你自己的路径并发展你的职业生涯,同时帮助更多客户实现金融自由。赋予自己力量。投资总监支持 Empower 金融的投资产品和分销业务部门 Empower Investments 的增长和扩张。该职位负责推动投资产物流,增加管理下的资产 (AUM),加强客户关系并支持现有和未来机构退休计划客户中保留资产。投资主任担任 Empower Investments 产品提供范围内的专家,包括子建议基金,目标日期基金,机构账户,独立资本保护策略和退休收入产品。投资总监在销售,关系管理,关键账户和投资管理团队的密切合作中支持投资产品定位,机构销售机会以及大型企业,非营利性 (NFP),政府和塔夫特-哈特利市场细分类中的客户保留举措。你将做什么?·开发和执行投资产品分销战略以推动利增长,增加管理中的资产 (AUM) 和支持在机构退休计划市场中保留投资资产。·作为 Empower Investments 的产品提供专家,包括辅导基金,目标日期基金,机构单独账户,资本保护策略以及 ret

查看英文原文

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:
10-31-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.
Originally posted on Himalayas

本页面信息整理自 Himalayas,版权归原发布方所有。职位可能随时关闭,投递请以原始页面为准。 本站只做信息聚合展示,不参与招聘流程,也不向求职者收取任何费用。

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