Nationwide Remote, USA
1 day ago
Implementation Specialist - Advisory Services

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.

As an Implementation Specialist for our Advisory Services team, you will be responsible for the overall initial delivery of our advisory services products to our plan sponsors and participants. You’ll provide direction to all the appropriate teams to set up new plans and ongoing plan changes.

What you will do:

Ensure that plan sponsors’ plans are setup and properly configured in EASY and that the appropriate setup are completed with our advisory service platformsAssure the reliability and consistency of production by following the standard quality control processes in place, these quality controls are a combination of checklists, reports, and series of approvals all of which are constantly in motion for improvement or being enhanced in support of new product featuresParticipate in and/or coordinates conference calls and meetings to organize effort and assist internal teams with questions or issue resolutionProactively follow up on outstanding issues with internal functional areas as well as with external clients. Typical issues may be related to plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, forms customization or updates, and pricing changes/recoveriesWork to identify and develops improved operational efficiencies

What you will bring:

5+ years of experience in the financial services industryThorough knowledge of product, process, and quality assurance methodologiesMicrosoft Office skillsFINRA Series 65 permitted, but not required. FINRA fingerprinting required.Bachelor’s degree in a business-related field or equivalent experience

What will set you apart:

Ability to work on multiple assignments with multiple deadlinesWorks on significant and unique issues where analysis of situations or data requires an execution of intangiblesLeads others to solve complex tasks or problems and advises functional areas with proposed solutions and best practicesResiliency to work through tough problems and provide recommendations for solutions or improvementsPrioritizes, schedules, and manages own projects with periodic reviews with manager to discuss and decide upon priorities, scope of analyses, finding and recommendations and other problem-solving that may need additional resources

***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 insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave 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

$54,200.00 - $74,600.00

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:

02-01-2025

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