VP Advisor Channel Relationships & Strategy

EmpowerOverland Park, KS
6dHybrid

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. As a VP Advisor Channel Relationships & Strategy, you will define and execute Empower’s enterprise advisor channel strategy to drive growth, retention, and long-term partnership value. You’ll oversee advisor segmentation, coverage models, loyalty programs, and data governance to ensure a consistent and scalable advisor experience. This role partners closely with Sales, Product, Technology, Compliance, and Operations to align strategy and execution. Your leadership will help ensure our advisor approach is data-driven, compliant, and built for scale.

Requirements

  • Bachelor’s degree or equivalent experience; advanced degree preferred
  • 12–15+ years of experience in retirement services, advisor distribution, financial services, or related field
  • FINRA Series 6 and 63 within established corporate guidelines and ability to meet fingerprinting requirements
  • Experience defining and executing enterprise advisor channel strategies and guiding senior leaders
  • Knowledge of defined contribution plans, advisor distribution models, and investment platforms
  • Experience overseeing advisor programs, service models, and data or systems governance frameworks
  • Strong communication skills and executive presence with the ability to influence across functions
  • Experience evaluating program performance, ROI, and data integrity impacts
  • Ability to balance enterprise strategy, operational execution, and governance responsibilities
  • Willingness to travel approximately 30–40% to support advisor relationships and industry events

Nice To Haves

  • FINRA Series 26 and applicable state securities licenses based on supervisory scope
  • Experience building advisor segmentation and tiering models at scale
  • Background improving advisor data quality and system controls in complex organizations
  • Experience aligning loyalty programs to sales compensation and platform capabilities
  • Familiarity with Salesforce and proprietary advisor systems governance
  • Track record strengthening advisor satisfaction and retention through structured engagement models
  • Experience partnering closely with Compliance, Risk, and Audit in regulated environments
  • Experience representing an organization with senior advisor firm leadership or at industry events

Responsibilities

  • Define and own Empower’s enterprise advisor channel strategy, including firm segmentation, tiering, coverage, and engagement models aligned to growth and profitability goals
  • Establish governance for advisor firm ownership, escalation paths, and decision rights across advisor tiers
  • Design and evolve advisor loyalty programs, including objectives, eligibility, service models, benefits, and success metrics such as engagement, retention, platform utilization, product adoption, and NPS
  • Build scalable advisor engagement frameworks and standardized tools in partnership with Sales to align loyalty programs with commercial priorities
  • Oversee advisor and intermediary data quality, systems governance, and internal controls to support accurate segmentation, reporting, compensation, and relationship management
  • Partner with Technology, Data, Compliance, Risk, Operations, and Audit to ensure advisor systems meet regulatory and operational standards and address systemic data issues
  • Guide and develop advisor channel relationship leaders, loyalty program teams, and senior data governance professionals with clear expectations and performance metrics
  • Establish enterprise standards and playbooks for advisor engagement, service delivery, loyalty execution, and data governance aligned to channel strategy
  • Own advisor channel and loyalty program performance outcomes, including growth, retention, satisfaction, profitability, and ROI reporting supported by governed, auditable data
  • Serve as the senior advisor channel voice to executive leadership, act as the escalation point for critical advisor or data issues, and represent Empower with advisor firm leadership and industry forums

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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service