Strategic Relationship Manager, Corporate Markets

Empower; Louisville (KY); On-site; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) plan with company match

Tuition reimbursement

Business-casual environment (jeans)

Job summary

Empower is seeking a Relationship Manager in Kentucky to strengthen relationships with advisors, plan sponsors, and third-party administrators in the Corporate market.

You will own retention and profitability of a $10–$35 million book, lead plan design discussions, deliver employee education reviews, and travel locally or regionally 40–60%.

Required registrations and licenses include FINRA 6 & 63, Life Insurance license, ERISA knowledge, and a bachelor’s degree with 4+ years in financial services.

Qualifications

• FINRA 6 & 63 registrations required
• 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 the disciplines of: 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 40 to 60 percent of time as needed by territory or book of business

Responsibilities

• Own the retention and profitability of a book of business; plans will typically fall within the $10 - $35 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

Skills

FINRA 6/63

Life Insurance license

FINRA fingerprinting

Bachelor's degree in Business

Financial services exp

Strategic relationships

ERISA knowledge

Strong communicator

Data organization

Negotiation skills

Travel flexibility

Education

Bachelor's degree in Business

Job description

Empower is seeking a Relationship Manager in Kentucky to strengthen relationships with advisors, plan sponsors, and third-party administrators in the Corporate market.

You will own retention and profitability of a $10–$35 million book, lead plan design discussions, deliver employee education reviews, and travel locally or regionally 40–60%.

Required registrations and licenses include FINRA 6 & 63, Life Insurance license, ERISA knowledge, and a bachelor’s degree with 4+ years in financial services.