Strategic Relationship Manager — Core Markets

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

Avantages offerts par ce poste

Medical insurance

Dental/vision insurance

401(k) matching

Tuition reimbursement

Paid time off & holidays

Volunteer time off

Résumé du poste

Empower is seeking a Relationship Manager to strengthen commitments with advisors, plan sponsors, and third-party administrators in the corporate market. The role targets plan assets between $10 and $35 million and focuses on retention, profitability, and growth for a portfolio typically ranging from $10 to $50 million.

You will collaborate on plan design, investments, retirement readiness, and opportunities, delivering plan reviews and employee education.

Qualifications

• FINRA 6 & 63 registrations required within corporate-established timelines.
• Life Insurance license required.
• FINRA fingerprinting 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.

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

FINRA 6 & 63 registrations

Life Insurance license

FINRA fingerprinting

Bachelor’s degree in Business

4+ years financial services

2+ years building relationships

ERISA basics

Clear communicator

Data organization

Negotiation & time management

Willingness to travel

Residential office setup

Formation

Bachelor Degree in Business or related discipline

Description du poste

Empower is seeking a Relationship Manager to strengthen commitments with advisors, plan sponsors, and third-party administrators in the corporate market. The role targets plan assets between $10 and $35 million and focuses on retention, profitability, and growth for a portfolio typically ranging from $10 to $50 million.

You will collaborate on plan design, investments, retirement readiness, and opportunities, delivering plan reviews and employee education.