Relationship Manager - Tax Exempt Markets - Remote

Overview

The Relationship Manager (RM) acts as the strategic point of contact on assigned large Government plans, ensuring exceptional client service and plan sponsor satisfaction while promoting financial freedom.

In Short

• Maintain client relationships and enhance overall client satisfaction.
• Conduct client meetings with internal teams to provide strategic insights.
• Identify and report key indicators to improve client relationships.
• Deliver presentations on plan statistics and industry trends.
• Collaborate with internal teams to meet client requirements.
• Participate in new business presentations and site visits.
• Grow book of business through client retention and new enrollments.
• Problem-solve using innovative solutions.
• Communicate effectively with clients and stakeholders.
• Articulate the value proposition of Empower's services.

Requirements

• Bachelor’s degree required.
• 5+ years of industry or RM experience.
• 2 years' experience with retirement plan administration.
• Strong project management and time management skills.
• Excellent verbal and written communication skills.
• FINRA 6 & 63 registrations required.
• Critical thinking and decision-making abilities.
• Customer-centric orientation.
• Ability to diplomatically influence others.
• Understanding of revenue and expense variables in client relationships.

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.
• Leave of absence programs including paid parental leave.
• Business Resource Groups for community support.