Senior Mid-Market Retirement Plan Relationship Manager

Empower; Orange (CA); On-site; USD 116,000 - 164,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) with company match up to 6%

Tuition reimbursement

Casual dress code / jeans allowed

Paid time off + holidays

Volunteer time off

Parental leave & disability leave

BRGs and inclusion initiatives

Job summary

Empower is seeking a Sr Relationship Manager Mid-Market to act as a strategic partner for plan sponsors, advisors, and TPAs, managing a portfolio of 20–30 mid-size retirement plans with assets typically between $50 million and $200 million. This role focuses on retention, growth, and retirement readiness while collaborating with internal teams to deliver tailored solutions.

The candidate will drive client satisfaction, mitigate risk, and lead plan reviews, executive-level presentations, and

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, for 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.

Skills

Relationship management

Negotiation

Presentation skills

Communication

Strategic thinking

Financial acumen

Travel readiness

Education

Bachelor’s degree in business or related discipline

FINRA Series 6 and 63

FINRA fingerprinting

Life Insurance License

Job description

Empower is seeking a Sr Relationship Manager Mid-Market to act as a strategic partner for plan sponsors, advisors, and TPAs, managing a portfolio of 20–30 mid-size retirement plans with assets typically between $50 million and $200 million. This role focuses on retention, growth, and retirement readiness while collaborating with internal teams to deliver tailored solutions.

The candidate will drive client satisfaction, mitigate risk, and lead plan reviews, executive-level presentations, and