Corporate Market Relationship Manager, Financial Solutions

Empower LLC

San Francisco (CA)

Hybrid

USD 96,000 - 136,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
401(k) plan
Tuition reimbursement
Paid time off

Job summary

Empower LLC is seeking a Relationship Manager to strengthen relationships with advisors, plan sponsors, and administrators in the corporate market. The role focuses on assets between $10M and $35M, with travel to local and regional meetings.

You will drive retention, growth, and retirement readiness while coordinating with internal teams. The position requires FINRA 6 & 63, a Life Insurance license, and ERISA knowledge.

Qualifications

  • FINRA 6 & 63 registrations within corporate timelines.
  • Life Insurance license required.
  • FINRA fingerprinting required.
  • Bachelor Degree in Business or related discipline or equivalent experience.
  • 4+ years financial services or relevant experience.
  • 2+ years building strategic relationships.
  • Foundational ERISA concepts knowledge (compliance, plan design, regulatory).
  • Introspection and focus on personal and professional development.
  • Clear, succinct communication of moderately complex content.
  • Ability to organize facts and data to define problems and solutions.
  • Basic negotiation and time management skills, with manager oversight.
  • May travel within territory; travel primarily by personal vehicle with occasional overnight stays.
  • Normal office working conditions from a residential office with dedicated space.

Responsibilities

  • Own retention and profitability of a book of business; typical plans range $10–$50MM.
  • Build and grow relationships with key decision makers.
  • Collaborate with plan sponsors and advisors on plan design, investments, and retirement readiness.
  • Deliver plan level reviews including employee education planning.
  • Problem-solve escalated issues and partner with local sales teams to deepen advisor relationships.
  • Travel for local or regional advisor/client meetings.
  • Collaborate with other departments to provide unique solutions.
  • Work with senior staff on complex issues, clients, projects, or analyses.

Skills

FINRA registrations
Effective communicator
Relationship building
Time management

Education

Bachelor degree in business

Job description

Empower LLC is seeking a Relationship Manager to strengthen relationships with advisors, plan sponsors, and administrators in the corporate market. The role focuses on assets between $10M and $35M, with travel to local and regional meetings.

You will drive retention, growth, and retirement readiness while coordinating with internal teams. The position requires FINRA 6 & 63, a Life Insurance license, and ERISA knowledge.

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