Назад
Company hidden
2 дня назад

Relationship Manager Core - Kentucky (Fintech)

87 400 - 123 400$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Relationship Manager Core - Kentucky (Financial Services): Managing and growing retirement-plan relationships with advisors, plan sponsors, and third-party administrators, with an accent on retention, plan design, investments, and retirement readiness. Focus on solving escalated client issues, strengthening strategic relationships, and supporting plan portfolios with $10–35 million in assets across a Kentucky territory.

Location: Remote, must reside in Kentucky; local and regional travel for onsite advisor and client meetings is expected, with 40–60% travel as needed.

Base salary: $87,400–$123,400 annually, plus applicable sales incentives or bonus opportunities.

Company

hirify.global provides financial and retirement solutions designed to help customers achieve financial freedom.

What you will do

  • Own retention and profitability for a book of corporate-market 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 opportunities.
  • Deliver plan-level reviews and employee education planning.
  • Resolve escalated issues and coordinate with internal departments to provide client solutions.
  • Partner with local sales teams to deepen advisor relationships and develop new business.

Requirements

  • Must reside in Kentucky.
  • 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.
  • 4+ years of financial services or other relevant experience, including 2+ years building strategic relationships.
  • Foundational understanding of ERISA concepts covering compliance, plan design, and regulatory requirements.
  • Ability to communicate moderately complex content clearly and succinctly.
  • Ability to organize facts and data, define problems, and develop effective solutions for clients and internal partners.
  • Basic negotiation and time-management skills, with manager oversight.
  • Ability to work from a residential office with a distraction-free workspace and reliable wired high-speed internet.

Culture & Benefits

  • Flexible work environment with emphasis on purpose, well-being, work-life balance, inclusion, and internal mobility.
  • Medical, dental, vision, and life insurance.
  • 401(k) plan with company matching contributions of up to 6%, potential discretionary contributions, and financial advisory services.
  • Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
  • Tuition reimbursement up to $5,250 per year and access to inclusive Business Resource Groups.
  • Travel is primarily by personal vehicle, with occasional overnight stays; inadequate home-office conditions may require office work.

Будьте осторожны

Если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого. Это мошенники. Обязательно жмите «Пожаловаться» или пишите в поддержку. Подробнее в гайде →