Corporate Relationship Manager, Retirement Solutions

Empower Retirement

Louisville (KY)

On-site

USD 87,000 - 123,000

Full time

2 days ago

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Job summary

Empower Retirement is seeking a Relationship Manager to strengthen connections with advisors, plan sponsors, and third-party administrators in the Corporate market. The role focuses on managing relationships with sponsors holding $10–$35 million in assets and requires Kentucky residency.

You will own retention, collaborate on plan design and retirement readiness, deliver plan reviews, and travel to local or regional meetings. A strong ERISA understanding and FINRA licenses are expected.

Qualifications

FINRA registrations required within corporate-established timelines.
Life Insurance license required.
FINRA fingerprinting required.
Bachelor Degree in Business or related discipline or equivalent experience.
4+ years financial services or other relevant experience.
2+ years building strategic relationships.
Foundational understanding of ERISA concepts in the disciplines of: compliance, plan design, and regulatory requirements.
Introspection and focus on personal and professional development.
Effective communicator who delivers moderately complex content in a clear and succinct manner.
Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners.
Basic negotiation and time management skills, with manager oversight.
May travel 40 to 60 percent of time as needed by territory or book of business.
Majority of travel will be personal vehicle with an occasional overnight stay.
Normal Office Working Conditions typically from a residential office with access to a working space free from distractions.

Responsibilities

Own the retention and profitability of a book of business; plans will typically fall within the $10 - $35 MM range.
Build and grow relationships with key decision makers
Collaborate with the plan sponsor and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
Deliver plan level reviews including employee education planning
Problem-solve escalated issues
Partner with local sales team to deepen advisor relationships, develop new business, and grow existing business
Travel expected for local or regional onsite advisor and client meetings
Collaborate internally with other departments and partners to solve issues and provide unique solutions
Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships