Senior Mid-Market Retirement Plans Leader

Empower LLC; Orange (CA); Hybrid; USD 116,000 - 164,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

Job summary

Empower LLC in the United States is seeking a Sr Relationship Manager Mid-Market to serve as a strategic partner for clients, focusing on plan sponsors, advisors, and TPAs within Mid-Market, Tax Exempt or Taft-Hartley segments. You will manage a portfolio of 20–30 plans, each with assets between $50M and $200M, ensuring retention and profitability.

The role requires strong negotiation, presentation, and client-management skills, plus FINRA registrations and Life Insurance license.

Qualifications

• 5+ years in financial services with strategic relationship experience.
• FINRA 6/63 registration required within company timelines.
• FINRA fingerprinting required.
• Life Insurance License required.

Responsibilities

• Manage a portfolio of mid-size retirement plans (20–30 plans).
• Deepen relationships with plan sponsors, advisors, and internal stakeholders.
• Deliver strategic insights on plan design, investments and retirement readiness.
• Lead periodic plan reviews and participant education planning.
• Represent the participant communications strategy in client plans.
• Partner with sales to expand advisor relationships and grow accounts.
• Work with client service teams on business planning deliverables.
• Lead contract renewals, negotiations, and pricing strategies.
• Travel 5–20% as needed.

Skills

Relationship management

Negotiation

Presentation skills

Communication

Business acumen

Education

Bachelor’s degree in business or related discipline

Job description

Empower LLC in the United States is seeking a Sr Relationship Manager Mid-Market to serve as a strategic partner for clients, focusing on plan sponsors, advisors, and TPAs within Mid-Market, Tax Exempt or Taft-Hartley segments. You will manage a portfolio of 20–30 plans, each with assets between $50M and $200M, ensuring retention and profitability.

The role requires strong negotiation, presentation, and client-management skills, plus FINRA registrations and Life Insurance license.