Relationship Manager II - Retirement Plans

The Standard; Portland (OR); Remote; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Annual incentive bonus

Job summary

The Standard is seeking an experienced Relationship Manager II to support advisors and plan sponsors across the United States from a remote position. You will drive growth by coordinating enrollment, plan improvements, and education, while delivering investment oversight and due diligence reports virtually.

A strong background in retirement plans and ERISA is required. Qualified candidates will hold a Series 6/7 (and 63 where applicable) or Series 65 within 90 days, and possess a Bachelor’s

Qualifications

• 5+ years demonstrated relationship management experience in retirement plans.
• Strong knowledge of qualified plans, ERISA, and qualified plan investments.
• Licensing: Series 6/7, with Series 63, or Series 65 required within 90 days of hire.

Responsibilities

• Develop and manage relationships with advisors and channel relationships through frequent contact and proactive communication.
• Provide plan design consulting and investment due diligence and monitoring reports as needed.
• Drive client retention by delivering value-added information and conducting virtual meetings.

Skills

Relationship management

Customer service

Communication

Education

Bachelor’s degree

Series 6/7/63/65 license within 90 days

Job description

Remote Type: Remote (USA) Portland, OR Remote, WA Remote, CA Remote, OR

Time Type: Full time

Requisition ID: REQ007129

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

as avirtualRelationship Manager II at TheStandard, youwill be providing best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts toachieve business growth and customer retention.This role supports a dedicated book ofadvisors and employers virtually.

• Develop and manage effective primary relationships with primarily advisors, and channel relationships through frequent contact, proactive touchpoints, proactive phone calls, professional negotiation, responsive communication, and problem resolution.


• Develop and manageboth standalone plans andPrivate Label PEPs.


• Work with customers(primarily advisors, but alsoemployers), and channel relationships to understand their concerns/needsand,as needed, act asliaisonbetween home office departments and the customer toinitiateplan improvements and resolve issues. Inform the customerin a timely mannerof industry and regulatory changes and explain the impact on the client.


• Provide plan design consulting services as needed.Provide investment advisory services, fund lineup updates, and deliver Investment Due Diligence and MonitoringReportsas necessary.


• Drive client retention by providing valueaddedinformation to advisors and delivering information such as plan reviews through virtual meetings.


• Coordinate the installation of assigned new groups with the advisor and plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.


• Deliver all aspects of the enrollment, re-enrollment, and education process. Includes scheduling,determiningcontent, preparing for, scheduling on-site employee meetings, and delivering virtual meetings.


• Participate in sales presentations as a relationship manager when requested bysalesmanager.


• Promote new products and services toemployers.

Ability to work in Pacific Time Zone is a requirementofthe role.

Skills and BackgroundYou’llNeed:

1. Education: Bachelor’s degree preferred. Degree or an equivalent combination of education and relevant professional experience is required.

2. Experience: 5+ years demonstrated relationship management experience in the retirement plans field along with excellent working knowledge of qualified plans, ERISA, and qualified plan investments.

3. Professional certification required: You will be required to transfer a Series 6 /7, with Series 63 where applicable, OR a Series 65 license within 90 days of your date of hire.

These licenses arerequired as part of your position.

Key Behaviors of a Successful Candidate:

• Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.


• Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward.


• Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions


• An annual incentive bonus plan


• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure


• A supportive, responsive management approach and opportunities for career growth and advancement


• Paid parental leave and adoption/surrogacy assistance


• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range: $100,000 annual salary + Relationship Manager Bonus Program

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.

About Us:

The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we’re a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on LinkedIn and Instagram.

Equal employment opportunity, including veterans and individuals with disabilities.

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