Senior Mid-Market Retirement Plan Relationship Lead

Empower Annuity Insurance Company of America; Orange (CA); On-site; USD 116,000 - 164,000; Full time

Benefits offered by this job

Medical Insurance

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

Job summary

Empower Annuity Insurance Company of America seeks a Sr Relationship Manager Mid-Market to partner with plan sponsors, advisors, and TPAs, managing 20–30 mid-size plans with assets from $50M to $200M. You will drive retention, growth, and retirement readiness, coordinating with sales and client service teams for strategic, high‑value solutions.

You will lead plan reviews, deliver insights on design and governance, and navigate client governance structures while aiming to maximize client

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 navigate organizational structures and influence decision‑making.
• Strong business acumen, including financial and risk management expertise.
• 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.

Skills

Relationship management

Negotiation

Presentation

Communication

Business acumen

Education

Bachelor’s degree in business or related discipline

Job description

Empower Annuity Insurance Company of America seeks a Sr Relationship Manager Mid-Market to partner with plan sponsors, advisors, and TPAs, managing 20–30 mid-size plans with assets from $50M to $200M. You will drive retention, growth, and retirement readiness, coordinating with sales and client service teams for strategic, high‑value solutions.

You will lead plan reviews, deliver insights on design and governance, and navigate client governance structures while aiming to maximize client