Strategic Corporate Relationship Manager – Plan Sponsors

Empower; San Francisco (CA); Sur place; USD 96 000 - 136 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Retirement savings 401(k)

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Résumé du poste

Empower is seeking a Relationship Manager in the San Francisco area to strengthen connections with advisors, plan sponsors, and third-party administrators, managing a book of business between $10 and $50 million. This role emphasizes retention, growth, and retirement readiness within corporate markets.

You will collaborate with sponsors and advisors on plan design, investments, and education, travel locally or regionally, and partner with internal teams to deliver tailored solutions while

Qualifications

• FINRA 6 & 63 registrations within corporate-established timelines.
• Life Insurance license required.
• Bachelor Degree in Business or related discipline or equivalent experience.
• 4+ years financial services or other relevant experience.
• 2+ years building strategic relationships.
• Foundational understanding of ERISA concepts in compliance, plan design, and regulatory requirements.
• Introspection and focus on personal and professional development.
• Effective communicator who delivers moderately complex content in a clear and succinct manner.
• Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners.
• Basic negotiation and time management skills, with manager oversight.
• May travel as required within territory.
• Majority of travel will be personal vehicle with an occasional overnight stay.

Responsabilités

• Own the retention and profitability of a book of business; plans will typically fall within the $10 - $50 MM range
• Build and grow relationships with key decision makers
• Collaborate with the plan sponsor and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
• Deliver plan level reviews including employee education planning
• Problem-solve escalated issues
• Partner with local sales team to deepen advisor relationships, develop new business, and grow existing business
• Travel expected for local or regional onsite advisor and client meetings
• Collaborates internally with other departments and partners to solve issues and provide unique solutions
• Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships

Connaissances

Communication

Relationship building

Time management

Negotiation

Analytical thinking

Travel readiness

Formation

Bachelor's degree in Business or related discipline

Experience equivalent

Description du poste

Empower is seeking a Relationship Manager in the San Francisco area to strengthen connections with advisors, plan sponsors, and third-party administrators, managing a book of business between $10 and $50 million. This role emphasizes retention, growth, and retirement readiness within corporate markets.

You will collaborate with sponsors and advisors on plan design, investments, and education, travel locally or regionally, and partner with internal teams to deliver tailored solutions while