Retirement Plan Relationship Manager

Cetera Financial Group; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Inclusive health, dental, vision, and life insurance

20+ days of paid time off

401(k) Savings plan with company contribution

Paid parental leave

Health Savings Account options

Job summary

A leading financial services firm in Dallas is seeking a Strategic Relationship Manager to manage retirement plan clients through strategic direction and investment management. This role involves building strong relationships with clients, providing fiduciary guidance, and working with third-party partners. Candidates should possess a Bachelor's degree and have at least 5 years of experience in the industry. Competitive compensation includes a salary of $70,000 to $110,000 plus bonuses and comprehensive benefits.

Qualifications

• Minimum of 5 years’ experience in the financial services industry.
• Knowledge of IRS and DOL regulations relating to qualified retirement plans.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Setting strategic direction for assigned retirement plans.
• Building relationships with plan decision makers.
• Providing fiduciary guidance to plan administrators.

Skills

Relationship management in financial services

Excellent written and verbal communication

Strong presentation skills

Problem-solving skills

Time management and organizational skills

Education

Bachelor’s degree in a relevant course of study

Tools

Microsoft Office Suite

Client Relationship Management (CRM) software

Job description

The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants.

What you will do:

• Setting and driving strategic direction for assigned retirement plans
• Building and maintaining strong relationships with plan decision makers
• Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office
• Providing fiduciary guidance to plan administrators
• Planning and conducting executive and investment/market plan reviews – both on-site and virtually
• Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues
• Driving plan participation and overall plan contributions through plan design and participant education solutions
• Differentiating Cetera’s retirement plan solutions to drive client retention
• Assist the sales team with new business opportunities and participating in sales presentations
• Cross sell Cetera solutions and services
• Travel Requirements: Up to 50%

What you need to have:

• Bachelor’s degree required in relevant course of study
• Minimum of 5 years’ experience in financial services industry
• Relationship management experience in the financial services industry
• Excellent written and verbal communication skills
• Strong presentation and negotiation skills with c suite
• Knowledge of IRS and DOL regulations relating to qualified retirement plans
• Working knowledge of both qualified and non-qualified retirement plan solutions
• Excellent time management and organizational skills
• Strong problem-solving skills and attention to detail
• Ability to work independently in a fast-paced environment
• Ability to multi-task in various software applications and managing to deadlines

What's nice to have:

• FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment)
• Strong proficiency with Microsoft suite of products – Outlook, Excel, Word, etc.
• Client Relationship Management (CRM) software experience

Compensation:

The base annual salary range for this role is $70,000 to $110,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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