Portfolio Optimization Associate

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 Portfolio Optimization Associate is an entry level position into portfolio management responsible for employer retirement account management and all front-end preparation of client core portfolios. This includes reviewing, monitoring and rebalancing employer retirement plan accounts. The role will also be responsible for quality control of new portfolio implementation to ensure each portfolio is properly implemented as well as entering customizations to accommodate custom strategy buildouts. Additionally, there is opportunity to participate in numerous operational functions covering many aspects of wealth management for individuals and families.

What you will do

• Develop target allocations for employer retirement accounts to align them with client core portfolio strategies

• Rebalance & monitor employer retirement accounts

• Provide allocation recommendations on employer retirement accounts

• Place customizations to accommodate custom client buildouts

• Oversee quality control of new portfolio implementation, including setting up internal systems to accommodate custom personalization and client preferences

• Operational support for Trading & Research team

What you will bring

• 6 months to one year experience in the industry

• Bachelors Degree in Business, Economics or Finance, or equivalent experience

• Knowledge of investment products (Stocks, Bonds, Mutual Funds, ETFs)

• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work

• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.

• Exceptional verbal, written and listening communication skills

• Strong interpersonal skills, team-oriented, and collaborative

• Demonstrate critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement

What will set you apart

• Previous Trading Experience

• Beginner to Intermediate Microsoft Excel proficiency

• Experience using Salesforce

***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) - 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

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.***

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