Kimberly Jackson

About Kimberly Jackson

As a Relationship Manager at Empower, I leverage my 10+ years of experience in the financial services industry to provide exceptional service and solutions to both clients and advisors. I have a strong foundation in retirement, 401k, and managed accounts, as well as a passion for helping people achieve their financial goals. In my previous roles, I managed all aspects of the client relationship, from prospecting and sales to planning and running events. I also streamlined the sales process, implemented systems to manage client needs, and migrated the practice to Salesforce. I have proven analytical, communication, and multitasking skills, as well as a high work ethic, drive to succeed, and accountability. I hold Series 7 & 66 licenses and a NY Life, Health & Annuity license.

Experience

1. Senior Relationship Manager

   Empower

   Jul 2025 — Present · NY, US

Education

• Towson University

  Bachelor’s Degree, Finance, General

  1996 — 2000

• University of South Florida

  Master of Business Administration (M.B.A.), Concentration in Finance and Marketing

  2002 — 2004

• Sacred Heart Academy

  High School

  1992 — 1996

Skills

• Customer Service
• Microsoft Office
• Sales
• 401(K) Retirement Savings Plans
• Training
• Microsoft Outlook
• Financial Services
• Marketing
• Finance
• Investments
• Leadership
• Retirement Planning
• Social Media
• Microsoft Word
• Portfolio Management
• Microsoft Powerpoint
• Microsoft Excel
• Microsoft Access
• Business Development
• Strategic Planning
• Team Building
• Mutual Funds