3 дня назад
Sr. Relationship Manager - Retirement Solutions (Corporate/Private Sector) (Finance)
100 000 - 186 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Relationship Manager - Retirement Solutions (Corporate/Private Sector) (Finance): Managing strategic relationships for mid-sized retirement plans with an accent on plan profitability, client retention, onboarding, and participant retirement readiness. Focus on coordinating matrixed service teams, developing client-specific business plans, positioning retirement products and services, and deepening relationships with plan sponsors, advisors, consultants, and service providers.
Location: Remote from a home office within any of the lower 48 U.S. states; living in the Central part of the U.S. is strongly preferred. Extensive travel of up to 75% within and occasionally outside the assigned territory is required.
Salary: $100,000–$186,000 national range; expected starting range of $100,000–$150,000.
Company
is a Fortune 100 financial services company providing insurance, retirement, and financial protection solutions.
What you will do
- Manage strategic account relationships for mid-sized retirement plans with approximately $10–100 million in assets.
- Establish, grow, and retain profitable relationships with plan sponsors, advisors, consultants, third-party administrators, and other service providers.
- Lead integrated service teams by coordinating home-office functions and resources around client objectives.
- Develop and execute strategic business plans aligned with client goals and capabilities.
- Lead client onboarding and drive adoption of tools, products, and services.
- Develop participant-servicing strategies that improve engagement and retirement readiness, while representing client needs in product development.
Requirements
- At least five years of experience in financial services, including three or more years focused on retirement plans.
- Experience managing relationships with retirement-plan sponsors, advisors, and consultants.
- Experience leading matrixed teams to deliver client objectives.
- FINRA 6, 63, and 65, or 7 and 66, required; required licenses and registrations must be obtained within the designated period.
- Working knowledge of 401(k) and 403(b) markets, ERISA, qualified plan design, recordkeeping, administration, investments, and regulatory requirements.
- Valid driver’s license with a satisfactory driving record is required.
Nice to have
- Undergraduate studies in business, finance, or a related field.
- AIF or other retirement-plan industry designations.
Culture & Benefits
- Home-office work setup with a customer- and partner-focused environment.
- Medical, dental, and vision insurance, plus life and short- and long-term disability coverage.
- At least 18 days of paid time off per full calendar year for newly hired associates, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
- 401(k) with company match and a company-paid pension plan.
- Inclusive workplace committed to equal opportunity and a respectful culture.
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