Relationship Manager Core - Remote

Overview

The Relationship Manager Core is responsible for managing relationships with clients in the corporate market segment, focusing on retention, growth, and retirement readiness.

In Short

• Own the retention and profitability of a book of business.
• Build and grow relationships with key decision makers.
• Collaborate on plan design and investments.
• Deliver plan level reviews and employee education planning.
• Problem-solve escalated issues.
• Partner with local sales teams for business development.
• Travel expected for onsite meetings.
• Work with senior staff on complex issues.
• Maintain a flexible work environment.
• Participate in a bonus program based on performance.

Requirements

• FINRA 6 & 63 registrations required.
• Life Insurance license required.
• Bachelor Degree in Business or related discipline.
• 4+ years of financial services experience.
• 2+ years building strategic relationships.
• Understanding of ERISA compliance and plan design.
• Effective communicator with problem-solving skills.
• Basic negotiation and time management skills.
• Willingness to travel 40-60% of the time.
• Normal office working conditions from a residential office.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions.
• Tuition reimbursement up to $5,250/year.
• Generous paid time off and holidays.
• Paid volunteer time of 16 hours/year.
• Leave of absence programs including paid parental leave.
• Inclusive Business Resource Groups.
• Business-casual work environment.
• Opportunities for internal mobility.
• Commitment to diversity and equal opportunity.