Lead Associate - Wealth Management / Premier Brokerage

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. This position is responsible for handling escalated calls, quality call monitoring, serving as a Principal reviewer and completing Best Interest Profile supervisory reviews for the Wealth Management / Premier Brokerage team. In partnership with the leadership team, this position is responsible for coaching associates and improving the wealth management conversations, and ensuring that each element of the team environment is participant focused, regulatory compliant and embodies the Empower culture, vision, value and operating principles. What You Will Do: Responsible for handling and responding to complex escalated calls including, working with the participant, researching the situation, timely resolution in partnership with Supervisory Managers as well as related coaching with associates Coordinates and submit requests for research a