2 часа назад
Relationship Manager Core - Oklahoma
87 400 - 123 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager Core - Oklahoma (Financial Services): Managing and growing relationships with advisors, plan sponsors, and third-party administrators for corporate retirement plans with an accent on retention, profitability, plan design, investments, and retirement readiness. Focus on solving escalated client issues, delivering plan reviews and employee education, developing business, and supporting a territory requiring 40–60% local or regional travel.
Location: Remote, but must reside within the Oklahoma territory; local or regional travel is required 40–60% of the time.
Base salary: $87,400–$123,400 per year, with potential sales incentives or bonuses.
Company
provides financial services focused on helping customers achieve financial freedom and retirement readiness.
What you will do
- Own retention and profitability for a portfolio of corporate retirement plans typically holding $10–$35 million in assets.
- Build and grow relationships with advisors, plan sponsors, third-party administrators, and other key decision-makers.
- Collaborate on plan design, investments, retirement readiness, affiliated products, and new business opportunities.
- Deliver plan-level reviews and employee education planning.
- Resolve escalated issues and develop solutions with internal departments and business partners.
- Partner with the local sales team and senior staff on complex clients, accounts, projects, and analyses.
Requirements
- FINRA Series 6 and 63 registrations required within established timelines.
- Life Insurance license and FINRA fingerprinting required.
- Bachelor’s degree in Business or a related discipline, or equivalent experience.
- At least 4 years of financial services or relevant experience, including 2 years building strategic relationships.
- Foundational understanding of ERISA compliance, plan design, and regulatory requirements.
- Applicants must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.
Culture & Benefits
- Flexible remote work from a residential office with reliable high-speed wired internet and a distraction-free workspace.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off, company holidays, floating holidays, paid volunteer time, parental leave, disability programs, and FMLA.
- Business Resource Groups supporting inclusion and collaboration.
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