Remote Senior Relationship Manager, Mid-Market Tax-Exempt

Empower Retirement; Baltimore (MD); Presencial; USD 116.000 - 164.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision

401(k) with matching

Tuition reimbursement

Business-casual environment

Paid time off

Volunteer time

Parental leave

BRGs

Descripción de la vacante

Empower Retirement is seeking a Senior Relationship Manager Mid-Market to oversee tax-exempt retirement plan relationships in the Mid-Atlantic region. You will be the primary contact for plan sponsors, coordinate with internal teams, and drive service delivery, risk management, and client satisfaction.

The role requires 5+ years of relevant experience, strong communication, and FINRA registrations. Occasional travel to client sites and meetings is expected.

Formación

• Bachelor's degree required.
• 5+ years of relevant experience in retirement plans or financial services.
• Strong communication and client relationship skills.
• Ability to travel to client meetings; regional travel.
• FINRA 6 & 63 registrations required within timelines.
• FINRA fingerprint required.

Responsabilidades

• Maintain and retain relationships of large tax-exempt retirement plans with assets typically $35–150M.
• Participate in client site visits and presentations, managing expectations from the sales process through ongoing relationships.
• Conduct client meetings with internal SMEs to advise on plan design, funding, administration, and governance.
• Deliver periodic plan statistics and industry trends via video or in person.
• Communicate value proposition and ensure satisfaction while monitoring risk and retention.
• Provide timely management reporting on plan health and opportunities.

Conocimientos

Strong communication

Build client rapport

Travel readiness

Relationship management

Educación

Bachelor's degree

FINRA registrations 6 & 63

FINRA fingerprint

Descripción del empleo

Empower Retirement is seeking a Senior Relationship Manager Mid-Market to oversee tax-exempt retirement plan relationships in the Mid-Atlantic region. You will be the primary contact for plan sponsors, coordinate with internal teams, and drive service delivery, risk management, and client satisfaction.

The role requires 5+ years of relevant experience, strong communication, and FINRA registrations. Occasional travel to client sites and meetings is expected.