Lead Consultant
About The Position
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. 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. The Empower Personal Wealth (EPW) Lead Coordinator will partner with EPW leadership to execute current and future lead lifecycle processes, including curating, assigning, reassigning, and reporting on leads across teams. This role supports both EPW and EWS by managing day-to-day lead operations that contribute to asset growth and retention, and by working with Marketing, Product, and technology partners to improve and automate lead lifecycle processes.
Requirements
- Bachelor’s degree in Business, Economics, or applicable business experience.
- Ability to learn and work with multiple lead types within EPW and EWS.
- Familiarity with Salesforce Dataloader or comfort learning new technologies.
- Advanced knowledge of Microsoft Excel and Access.
- Strong attention to detail and accuracy, with strong quantitative and analytical aptitude.
- Demonstrated ability to drive process improvements, problem-solve, and produce results.
- Strong communication and presentation skills.
- Ability to work independently with follow-through and collaborate across cross-functional teams (including Sales, IT, and Finance).
- Ability to prioritize and manage multiple projects.
- FINRA fingerprinting required.
Nice To Haves
- 1 to 3 years of financial or sales analysis experience in sales operations or finance.
- 1 to 3 years of SFA and CRM administration or business systems analyst experience.
- 1 to 3 years of experience with Salesforce.com and Salesforce Dataloader.
- 1 to 3 years of SQL coding experience or comfort learning SQL.
- Understanding of data warehouse, business intelligence, and data tools and technologies.
Responsibilities
- Execute team-specific lead lifecycle processes, including curating, assigning, reassigning, and reporting on leads.
- Manage daily and weekly lead assignments accurately and on time.
- Serve as a trusted subject matter expert for Marketing and Product partners on campaign logic.
- Maintain documentation for existing lead lifecycle processes and create procedures for change requests and new lead projects.
- Create, modify, and deliver lead assignment reporting for stakeholders and business leadership.
- Proactively provide lifecycle reporting to Marketing/Product, Advisory, and business leadership.
- Partner with technology teams to automate lead lifecycle processes.
- Act as a liaison between the Advisory team, stakeholders, and systems development, product development, marketing, and training teams as needed.
- Support sales and business teams in building business cases.
- Troubleshoot issues, resolve independently when possible, and escalate appropriately when needed.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
