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About the Role

The Relationship Manager serves as a strategic partner to clients, providing prescriptive solutions to meet business goals of retention, growth, and retirement readiness. This role focuses on strengthening relationships with advisors, plan sponsors, and third-party administrators within the corporate market segment, specializing in managing relationships with plan sponsors having plan assets between $10 and $35 million.

Responsibilities

Own the retention and profitability of a book of business, with plans typically ranging from $10 - $50 MM.
Build and grow relationships with key decision makers.
Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities.
Deliver plan-level reviews, including employee education planning.
Problem-solve escalated issues.
Partner with the local sales team to deepen advisor relationships, develop new business, and grow existing business.
Travel expected for local or regional onsite advisor and client meetings.
Collaborate internally with other departments and partners to solve issues and provide unique solutions.
Work with senior staff on complex issues, clients, accounts, projects, analyses, or internal relationships.

Requirements

FINRA 6 & 63 registrations required within corporate-established timelines.
Life Insurance license required.
FINRA fingerprinting required.
Bachelor Degree in Business or related discipline or equivalent experience.
4+ years of financial services or other relevant experience.
2+ years of building strategic relationships.
Foundational understanding of ERISA concepts in compliance, plan design, and regulatory requirements.
Introspection and focus on personal and professional development.
Effective communicator who delivers moderately complex content clearly and succinctly.
Ability to sort and organize facts, data, and other information to define a problem and develop effective solutions.
Basic negotiation and time management skills, with manager oversight.
May travel as required within territory.
Majority of travel will be by personal vehicle with occasional overnight stays.
Normal office working conditions typically from a residential office with access to a working space free from distractions.
For remote and hybrid positions, reliable high-speed internet with a wired connection and a place in your home to work with limited disruption are required.
Reliable connectivity from a fiber, cable, or DSL internet service provider is necessary.
Other necessary computer equipment will be provided.
May be required to work in the office if an adequate home work environment and the required internet connection are not available.

Skills

Relationship management
Client retention
Profitability management
Business development
Plan design
Investment strategies
Retirement readiness planning
Problem-solving
Collaboration
Communication
Negotiation
Time management

Location

Remote
Hybrid

Work Type

Full-time
Remote
Hybrid

Experience Level

4+ years financial services or other relevant experience
2+ years building strategic relationships

Education Level

Bachelor Degree in Business or related discipline or equivalent experience

Salary/Compensations

$96,100.00 - $135,700.00

Benefits

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with option to wear jeans
Generous paid time off upon hire
Paid time off program
Ten paid company holidays
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)

About the Company

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.

Equal Opportunity

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.