Senior Mid-Market Retirement Relationship Manager

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

Benefits offered by this job

Medical insurance

Retirement plan

Tuition reimbursement

Casual dress

Paid time off

Volunteer time off

Parental leave

BRGs

Job summary

Empower Retirement is seeking an Sr Relationship Manager Mid-Market to serve as a strategic partner to clients, focusing on retention, growth, and retirement readiness. You will manage a portfolio of mid-size plans and collaborate with sponsors, advisors, and TPAs.

You will lead plan reviews, provide insights on plan design and investments, and work with sales and client service teams to deliver tailored solutions while maintaining profitability.

Qualifications

• 5+ years financial services including building strategic relationships.
• FINRA 6 and 63 registration within corporate timelines.
• FINRA fingerprinting required.
• Life Insurance License required.
• Strong negotiation, presentation, and communication skills.

Responsibilities

• Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans.
• Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders.
• 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.
• Identify and implement solutions that enhance overall satisfaction while maintaining the financial viability of client relationships.
• Collaborate across internal teams to provide tailored, high-value solutions for clients.
• Stay informed on market trends, competitive landscape, and regulatory changes.

Skills

Relationship management

Strategic planning

Negotiation

Communication

Travel readiness

Education

Bachelor's degree in business or related discipline

FINRA 6 and 63 registration

Life Insurance License

Job description

Empower Retirement is seeking an Sr Relationship Manager Mid-Market to serve as a strategic partner to clients, focusing on retention, growth, and retirement readiness. You will manage a portfolio of mid-size plans and collaborate with sponsors, advisors, and TPAs.

You will lead plan reviews, provide insights on plan design and investments, and work with sales and client service teams to deliver tailored solutions while maintaining profitability.