Remote Relationship Manager II – Retirement Plans

The Standard; Oregon; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with company match

Annual bonus

Job summary

The Standard is seeking a Virtual Relationship Manager II to deliver best-in-class service to channel relationships, plan sponsors, and plan participants across assigned accounts. You will support a dedicated book of advisors and employers virtually, driving growth and retention while coordinating enrollment and plan improvements.

Qualifications include 5+ years in retirement plans relationship management, ERISA knowledge, and securities licenses (Series 6/7 and 63 or Series 65 within 90 days).

Qualifications

• 5+ years demonstrated relationship management experience in retirement plans.
• Strong working knowledge of qualified plans, ERISA, and qualified plan investments.
• Licensing required: Series 6/7 with Series 63, or Series 65 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, investment due diligence and monitoring reports as needed.
• Coordinate enrollment, re-enrollment and education processes for new groups and plans.
• Promote new products and services to employers and participate in sales presentations when needed.
• Support clients virtually and ensure retention through value-added information and timely updates.

Skills

Relationship management

Customer focus

Communication

Education

Bachelor's degree preferred

Securities licenses (Series 6/7, 63, 65)

Job description

The Standard is seeking a Virtual Relationship Manager II to deliver best-in-class service to channel relationships, plan sponsors, and plan participants across assigned accounts. You will support a dedicated book of advisors and employers virtually, driving growth and retention while coordinating enrollment and plan improvements.

Qualifications include 5+ years in retirement plans relationship management, ERISA knowledge, and securities licenses (Series 6/7 and 63 or Series 65 within 90 days).