Strategic Engagement Team Relationship Manager

Cerity-Partners; Louisville (KY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

401(k) matching

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Relationship Manager to support the Workplace Solutions team in Louisville, KY. You will drive prospecting, client engagement, and program evolution across B2B and B2C relationships, coordinating with Marketing, Compliance, and Advisor teams to design strategic tactics that drive growth.

The ideal candidate has 7+ years of account management, sales, or marketing experience, a Bachelor's degree, and strong presentation skills.

Qualifications

• Bachelor's degree required, with business/related field preferred.
• 7+ years’ experience in account management, sales, or marketing.
• PMP certification preferred.
• Willingness to travel up to 5%.
• Strong written materials and presentation skills.

Responsibilities

• Manage Workplace Solutions corporate financial programs and growth initiatives.
• Lead project initiatives with plans and milestones.
• Collaborate on growth strategies for B2B and B2C relationships.
• Coordinate with Marketing, Advisor Teams, Compliance to execute milestones.
• Prepare external collateral and presentations.
• Assist advisors with benefits education and scripts.
• Facilitate recurring meetings and provide program updates.
• Track metrics and identify trends to evolve program efficacy.
• Manage relationships with HR partners and present quarterly data.

Skills

Interpersonal skills

Relationship management

Client engagement

Communication

Presentation skills

CRM systems

Sales/Marketing

Microsoft Office

Travel readiness

Education

Bachelor's degree in business/related field

Tools

Salesforce

Asana

Canva

CRM platforms

Job description

Position Summary:Our Strategic Engagement Team at Cerity Partners supports engagement across all service lines through business development and marketing efforts. The Relationship Managers primarily support our Workplace Solutions business through the prospecting, sale, implementation, and servicing of companies looking to provide financial planning benefit to their employees. The Relationship Manager develops and oversees the optimization and evolution of our corporate programs. They work alongside cross-functional teams to design strategic tactics that drive growth.Primary ResponsibilitiesManages Workplace Solutions corporate financial programs; responsibilities include but are not limited to:Responsible for supporting the strategic growth of our corporate programs through existing and new businessLeads and manages project initiatives: building project plans, managing project milestones, and seeing them through to completionResponsible for collaborating on growth strategies within each relationship for both B2B and B2C growth.Coordinates with cross-functional teams (i.e Marketing, Advisor Teams, Compliance, etc.) to execute project milestonesCurates Workplace Solutions external collateral (i.e. email drip campaigns, newsletters, flyers, invites, presentations) in concert with Advisor and Marketing teamsAssists advisors with the creation of benefits education, video scripts, presentation talk tracks, etc.Prepares agendas for and facilitates all Workplace Solutions program recurring meetings (both internal and external)Leads recurring meetings with advisor teams to provide updates and ideas to grow programsAttends all internal and external meetings for the relationships they are responsible forTracks and reviews program metrics to identify trends and potential gaps to evolve program efficacyManage relationships with corporate partners; responsibilities include but are not limited to:Facilitate regular communication with our HR partnersDevelop and present quarterly data detailing engagement, trends, and KPIsPresent solutions and strategies to evolve our programs to better meet the needs of the organization and their people.Required Qualifications:Bachelor's degree required, with a concentration in business, project management, marketing/communications, or related field preferred7+ years’ experience in account management, sales, or marketingPreferred Qualifications:PMP certificationSkills and Competencies:Strong interpersonal and networking skills, with an ability to cultivate and manage client relationships, and work effectively with othersAbility to create, compose, and edit written materialsStrong communication and presentation skillsStrong interpersonal and networking skills, with an ability to cultivate, and manage client relationshipsPossesses strong computer skills: Microsoft Office suite (especially Microsoft Word, PowerPoint & Excel), CRM systems, and intranetSalesforce, Asana, and Canva experienceHigh level of integrity in dealing with confidential client and prospect informationWillingness to travel (estimated 5% of time) and work a flexible schedule (some evening events required)Has a positive attitude, is collaborative, takes initiative/responsibility for projects, and has a desire to coach othersCompensation Range:$90,000 - $110,000Why Cerity Partners :Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:Health, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.