Relationship Manager Core

Dev; Baltimore (MD); On-site; USD 90,500 - 127,850; Full time

Benefits offered by this job

Medical, dental, vision and life insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Leave of absence programs

Job summary

A notable financial services company is seeking a Relationship Manager in Baltimore, Maryland. The role involves overseeing client relationships, managing small plans, and ensuring client retention. Candidates should have a Bachelor's degree and 4-7 years of financial services experience. This position offers workplace flexibility, including remote work options, and a competitive salary range from $90,500 to $127,850. Benefits include medical, dental, and a 401(k) plan with company matching contributions.

Qualifications

• 4-7 years of financial services experience required.
• FINRA 6 & 63 registrations required within corporate-established timelines.
• FINRA fingerprinting required.

Responsibilities

• Provide relationship management and oversee 85 small plans.
• Responsible for client retention and growing existing plans.
• Manage client relationships including educational strategies and plan reviews.
• Assist the sales team in developing new business.

Skills

Financial services experience

Presentation skills

Investment knowledge

Ability to travel

Education

Bachelor’s Degree in Business or related discipline

Job description

Jobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower

Job Description

Relationship Manager

Overview

Grow your career with a growing organization. Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Candidate must reside in Maryland or DC area.

Responsibilities

• Provide relationship management and oversee 85 small plans, generally in the $5M - $25M range.
• Responsible for client retention and growing our existing plans.
• Manage the relationship with client, including education strategies, plan review, and asset diversification.
• Assist the sales team on developing new business and attending finals presentations.

Qualifications

• Bachelor’s Degree in Business or related discipline.
• 4-7 years financial services experience.
• FINRA 6 & 63 registrations required within corporate‑established timelines.
• FINRA fingerprinting required.

Desired Skills

• Previous experience presenting to large groups and individuals.
• Advanced 401k, compliance, plan documentation and investment knowledge.
• Ability to travel the majority of the time (60‑70%) via airline travel to various states and using personal vehicle to go to local meetings with plan sponsors and brokers.

Benefits

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business‑casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$90,500.00 - $127,850.00

Remote & Flexibility

Workplace Flexibility: Remote - Must reside within territory

For remote and hybrid positions you will be required to provide reliable high‑speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Eligibility

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Equal Opportunity and Diversity

Equal opportunity employer • Drug‑free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.