Relationship Manager Core - Northern California

Empower Retirement; San Francisco (CA); Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Casual dress code

Generous PTO and holidays

Volunteer time off

Job summary

Empower Retirement is seeking a Relationship Manager in the corporate market to strengthen advisor and sponsor partnerships, focusing on plans $10M–$35M in assets. You will drive retention, design collaboration, and educate employees on retirement readiness.

You will travel locally and regionally, working with senior staff on complex issues, and partnering with the local sales team to develop new business opportunities while ensuring compliant plan designs and optimal client outcomes.

Qualifications

• FINRA registrations (6 & 63) required within corporate timelines.
• Life Insurance license required.
• Bachelor degree in Business or related discipline or equivalent experience.
• 4+ years in financial services or related field.
• 2+ years building strategic relationships.
• Foundational ERISA understanding (compliance, plan design, regs).
• Strong communication and negotiation abilities.

Responsibilities

• Own retention and profitability of a book of business (typically $10–$50MM).
• Build and grow relationships with key decision makers.
• Collaborate with plan sponsors and advisors on design, investments, retirement readiness.
• Deliver plan reviews including employee education planning.
• Resolve escalated issues and travel for local/regional meetings.
• Partner with sales to deepen advisor relationships and grow business.
• Collaborate with internal departments to provide solutions.

Skills

FINRA registrations (6 & 63)

Life Insurance license

FINRA fingerprinting

Bachelor Degree in Business

Financial services experience

Strategic relationship building

ERISA concepts knowledge

Clear communicator

Time management

Education

Bachelor Degree in Business

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Relationship Manager is the strategic partner to our clients who provide prescriptive solutions which meet business goals of retention, growth, and retirement readiness. The Core Market Relationship Manager is responsible for strengthening Empower's relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment. This role specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million.

What you will do:

• Own the retention and profitability of a book of business; plans will typically fall within the $10 - $50 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
• Collaborates 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

What you will bring:

• FINRA 6 & 63 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 as required within territory.
• 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

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

What we offer you

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) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$96,100.00 - $135,700.00

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.

***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.***