Senior Mid-Market Retirement Plan Partner

Empower Retirement

Dallas (TX)

Hybrid

USD 106,000 - 149,000

Full time

5 days ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Medical Insurance

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time off

BRGs and inclusion programs

Job summary

Empower Retirement seeks a Sr Relationship Manager Mid-Market to serve as a strategic partner for plan sponsors, advisors, and TPAs, managing 20–30 plans with assets $50–$200M. You will drive retention, growth, and retirement readiness while collaborating with sales, service, and intermediaries.

You will deliver insights on plan design, investments, and regulatory updates, lead plan reviews, and guide participant communications.

Qualifications

Bachelor's degree in business or related discipline or equivalent experience.
5+ years financial services including building strategic relationships.
FINRA 6 and 63 registration required within corporate-established timelines.
FINRA fingerprinting required.
Life Insurance License required
Proven experience managing client relationships in financial services, retirement plans, or a related industry.
Strong understanding of plan design, investment management, and fiduciary governance.
Excellent negotiation, presentation, and communication skills.
Ability to travel 5-20% as needed based on territory and client book of business being proactive/in person vs reactive/virtual which requires minimal travel.

Responsibilities

Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability.
Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth.
Act as a trusted advisor by delivering strategic insights on plan design, investments, retirement readiness, and industry trends.
Lead periodic plan reviews, including participant education planning and regulatory updates.
Represent the participant communications strategy, integrating it into annual client plans.
Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts.
Work with client service teams to design and implement business planning deliverables.
Participate in new business finals presentations and site visits, building rapport and managing client expectations.
Identify and implement solutions that enhance overall satisfaction while maintaining the financial viability of client relationships.
Serve as the primary escalation point for complex client issues, ensuring swift and effective resolution.
Collaborate across internal teams to provide tailored, high-value solutions for clients.
Navigate organizational governance structures to advocate for client needs and business objectives.
Stay informed on market trends, competitive landscape, and regulatory changes.
Deliver client presentations on industry insights, plan performance, and legislative updates.
Manage client P&L, balancing revenue growth and operational efficiency.
Lead contract renewals, negotiations, and pricing strategies.
Identify opportunities to optimize plan efficiency and maximize revenue potential.