Relationship Manager, Group Retirement

Canada Life; Calgary; On-site; CAD 58,000 - 98,000; Full time

Job summary

Canada Life is seeking a Relationship Manager for their Group Retirement Services. The role involves managing complex client relationships, overseeing service delivery, and collaborating with sales teams to enhance client experiences. Candidates should have strong Group Retirement expertise and demonstrated skills in networking and communication.

Qualifications

• 3+ years of Group Retirement experience.
• High level of Group Retirement technical expertise.
• Experience in servicing a large customer base.

Responsibilities

• Oversee client relationship and project management for Group Retirement Services.
• Create and maintain an annual business plan.
• Collaborate with sales teams to meet execution targets.

Skills

Networking

Analytical aptitude

Presentation skills

Communication

Organizational talent

Education

Post-secondary education in a related field

CEBS designation

Tools

MS Office

Job description

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This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with the client’s decision makers.

What You Will Do

• Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
• Creating and maintaining an annual business plan.
• Collaborate with sales to support persistency and execution targets.
• Effectively highlight areas of opportunity and growth and action to capture those.
• Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned toclients’ needs.
• Provide direct input into communication and education strategies.
• Meets with client / partner teams on a monthly / quarterly basis to monitor service deliverables and assess needs (i.e., governance committee, Client HR team, Finance, communications team, etc.).
• Lead and handle project management, marketing, communication projects, changes to HRIS or other systems
• Participates in head office advisory field committees
• Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processesand key services offered
• Is a peer resource for other team members and is involved in their training and development.

What You Will Bring

• 3+ years of Group Retirement experience
• High level of Group Retirement technical expertise
• CEBS designation is an asset
• Post-secondary education in a related field demonstrating knowledge and understanding of business principles
• Highly skilled in networking and building connections
• A career progression that demonstrates a strong understanding of group retirement customers, products, and processes alongwith success in servicing a large customer base
• Highly adaptable, driven to be your best, and proven initiative
• Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen,negotiate and collaborate
• Proficiency with MS Office programs (Word, Excel & PowerPoint)
• Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines and follow though
• Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
• Strong presentation skills & demonstrated ability to build strong relationships with Clients and Consultants
• Ability to work closely with the sales team and the finalist sales presentations
• Comfort working independently and as part of a larger team
• Valid driver’s license and vehicle are necessary due to the travel requirements

The base salary for this position is between $58,600 - $97,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [emailprotected] .

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Financial Services and Insurance

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Relationship Manager • Calgary, AB, Canada