Sr. Relationship Manager (Retirement & Wealth)

Inspira Financial; Oak Brook (IL); Hybrid; USD 102,000 - 115,000; Full time

Benefits offered by this job

Healthcare

401K savings plan

Paid time off

Parental leave

Job summary

Inspira Financial is seeking a Relationship Manager in Oak Brook, IL, to manage client relationships and collaborate with various teams. The ideal candidate will have extensive experience in the financial services industry, particularly in client onboarding and relationship management.

The role requires strong communication skills and the ability to develop new business. The salary range is $102,000-$115,000 per year, plus significant benefits and possible bonuses.

Qualifications

• 7-10 years of experience in the financial services industry.
• Knowledge of investment advisors and alternative assets.
• Strong verbal and written communication skills.

Responsibilities

• Manage client relationships and onboarding new clients.
• Work closely with internal teams to enhance client experiences.
• Conduct in-person visits with existing accounts.

Skills

Communication skills

Client relationship management

Salesforce CRM experience

Problem-solving skills

Planning and organizational skills

Education

Bachelor’s Degree in Business, Finance or Communications

Tools

Salesforce

Microsoft Office Suite

Job description

Overview

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes. Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.

We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.

Job Summary & Responsibilities

This role is responsible for managing client relationships and working closely with record keepers, plan sponsors, third party administrators and other channel partners as assigned. The RM will also work closely with the grandfathered accounts, when applicable, and the Sales Managers within their assigned territories to on-board new clients while maintaining and identifying areas of opportunity to retain and grow client relationships. This role is also responsible for managing our existing institutional relationships, creating strategic plans to expand relationships, completing special projects, creating client communications, coordinating the on-boarding of new large relationships, and working closely with Client Service, Operations, Legal and Technology. The ideal incumbent will have extensive experience in the financial services industry with a strong working knowledge of investment advisors, sponsors, and alternative assets.

• Serve as a positive influence in Retirement Service Sales and across the firm.
• Possess strong communication skills.
• Establish a good rapport within client relationships to anticipate their service needs.
• Offer valuable and timely resources.
• Troubleshoot and learn about client business plans to position us as the ideal service provider.
• Work with Sales Managers within assigned territory to establish annual plan to effectively work territory as a team to meet new account and revenue goals.
• Deepen existing client relationships through email and calling efforts to create opportunities for Inspira.
• Research and demonstrate knowledge and understanding of client’s business focus, plan design and company news for assigned relationships.
• Maintain knowledge of current and proposed legislation, sharing relevant information with key contacts.
• Develop a plan for recurring touchpoints with assigned relationships and pursues opportunities for additional business that may include, but is not limited to, communication through email, phone calls, in-person meetings and presentations, after-hours events, conferences attendance, etc.
• Provide scheduled and ad-hoc reporting to select clients, and special projects as requested.
• Organize daily workflow to determine client needs, tracking all activities and communication in Salesforce.
• Work cross-functionally with various individuals at all levels of the business, both internally and externally.
• Participates in meetings to identify, design, and implement strategies and project plans.
• Attend 2-4 conferences annually.
• Create relationships using Brightscope lists through calls and emails.
• Conduct in-person visits with existing accounts to strengthen relationships and find new opportunities.
• Coordinate activities for institutional partner relationships such as custodians, clearing firms, RIAs, broker-dealers, and other channel partners.
• Receive and provide communication internally and externally regarding client deliverables to create a better client experience.
• Organize client conference calls and meetings with Regional Directors to determine client needs.
• Partner with Regional Directors and clients to outline and implement project plans.
• Work closely with Client Service, Operations, Legal and Technology to improve client experience, update documentation, and drive process improvements.
• Work with institutional partners to expand the business by providing insight and positioning our full line of services to expand our overall market share.
• Other duties as assigned.

Preferred Qualifications

• 7-10 years of experience. Degree: Bachelor’s Degree in Business, Finance, Communications, or related field. Certification: N/A. Skills & Abilities: Experience in the retirement plan industry and knowledge of IRAs as well as other retirement products and services.
• Proven ability to up-sell and develop new business.
• Strong verbal and written communication skills; positive attitude; ability to work as team member.
• Self-starter with strong planning, organizational and time management skills.
• Demonstrate proactive, problem-solving, decision-making and client contact skills.
• Experience with Salesforce or another CRM tool.
• Previous experience with alternative investments, advisors, and retirement accounts.
• Proven ability to position product and services to develop new business.
• Strong interpersonal, written, and oral communication skills.
• Strong planning, organizational and analytic abilities combined with task and time management skills.
• Ability to serve as a liaison between various individuals at all levels of the business both internally and externally.
• Demonstrated proactive, problem-solving, decision-making and client contact skills.
• Strong computer aptitude with proficiency in Microsoft suite of products.

Pay Range

$102,000-$115,000 per year (OTE ~$125,460 +)

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.