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.
Relationship Manager is the strategic partner to our clients who provide prescriptive solutions which meet business goals of retention, growth, and retirement readiness. The Core Market Relationship Manager is responsible for strengthening Empower's relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment. This role specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million.
What you will do:
Own the retention and profitability of a book of business; plans will typically fall within the $10 - $50 MM range
Build and grow relationships with key decision makers
Collaborate with the plan sponsor 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 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
Collaborates internally with other departments and partners to solve issues and provide unique solutions
Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships
What you will bring:
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 financial services or other relevant experience
2+ years building strategic relationships
Foundational understanding of ERISA concepts in the disciplines of: compliance, plan design, and regulatory requirements
Introspection and focus on personal and professional development
Effective communicator who delivers moderately complex content in a clear and succinct manner
Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners
Basic negotiation and time management skills, with manager oversight
May travel as required within territory.
Majority of travel will be personal vehicle with an occasional overnight stay
Normal Office Working Conditions typically from a residential office with access to a working space free from distractions
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial…