[Remote] Advisor Advice Solutions & Partnerships Director at Empower

San Antonio, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Bachelor’s degree required
10–15 years of experience in institutional asset management, managed accounts, or advisor platform strategy
3-5 years of leadership or people management experience
FINRA Series 65 required within corporate-established timelines
Must successfully complete required FINRA fingerprinting
Deep expertise in managed account structures and intermediary/consultant markets
Proven track record of shaping product strategy and influencing roadmap execution
Strong financial acumen with experience evaluating fee models, disclosures, and product economics
Skilled in pipeline management, scorecard development, and translating insights into business actions
Applicants must be authorized to work for any employer in the U.S. (no sponsorship)

Responsibilities

Build and manage a forward-looking AMA pipeline across partner firms and intermediary channels
Develop and maintain AMA scorecards measuring penetration, adoption, satisfaction, and revenue growth
Lead high-touch strategic discussions with consultants and advisors to expand penetration
Negotiate partnership terms and optimize performance in collaboration with distribution partners
Track competitive landscape trends to inform AMA’s market positioning and strategy
Differentiate AMA offerings relative to other advice solutions to strengthen competitive positioning
Act as the primary liaison between field feedback and product development to influence roadmap priorities
Ensure fee structures, disclosures, and operational processes remain competitive, compliant, and scalable
Drive continuous improvement through advisor/consultant engagement, competitor analysis, and outcome-based insights
Serve as a senior leader for advisor and intermediary relationships, aligning AMA with firm and participant goals
Deliver consultative insights and storytelling to drive adoption, engagement, and satisfaction
Collaborate across Product, Leadership, Sales, Marketing, Investments, and Relationship Management to ensure alignment and delivery
Partner with onboarding and operations teams to ensure seamless implementation and ongoing service
Lead and mentor a team responsible for advisor enablement and intermediary partnerships

Skills

Key technologies and capabilities for this role

Strategic LeadershipPartnership ManagementProduct StrategyPipeline DevelopmentPerformance MetricsNegotiationCompetitive AnalysisMarket PositioningStakeholder LiaisonFinancial Products

Questions & Answers

Common questions about this position

What experience is required for this role?

Candidates need a Bachelor’s degree, 10–15 years of experience in institutional asset management, managed accounts, or advisor platform strategy, and 3-5 years of leadership or people management experience. FINRA Series 65 is required within corporate-established timelines.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is the company culture like at Empower?

Empower offers a flexible work environment, fluid career paths with encouraged internal mobility, and emphasizes purpose, well-being, work-life balance, inclusivity, and volunteering.

What makes a strong candidate for this Director role?

A strong candidate will have 10–15 years in institutional asset management, managed accounts, or advisor platform strategy, including 3-5 years in leadership, plus FINRA Series 65, and experience leading teams in advisor enablement and partnerships.

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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