Strategic Relationship Manager, Corporate Plans

Empower Retirement, LLC; California; Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

BRGs

Job summary

Empower Retirement, LLC is seeking a Relationship Manager to strengthen ties with advisors, plan sponsors, and third-party admins in corporate markets. You will manage a book of business typically ranging from $10–$50 million in assets, collaborating on plan design and retirement readiness while delivering employee education and reviews.

Ideal candidates bring FINRA 6 & 63, a Life Insurance license, and at least 4 years in financial services with 2+ years in relationship building.

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.
• Effective communicator delivering moderately complex content clearly.
• Ability to organize data to define problems and develop client solutions.
• Travel as required within territory; majority by personal vehicle with occasional overnight stay.

Responsibilities

• Own retention and profitability of a book of business (plans typically $10–$50MM).
• Build and grow relationships with key decision makers.
• Collaborate on plan design, investments and retirement readiness.
• Deliver plan level reviews including employee education planning.
• Problem-solve escalated issues and partner with sales to grow business.
• Travel for local or regional advisor/client meetings.

Skills

Relationship management

Communication

Negotiation

Time management

Education

Bachelor's degree in Business

Tools

FINRA registrations

FINRA fingerprinting

Life Insurance license

Job description

Empower Retirement, LLC is seeking a Relationship Manager to strengthen ties with advisors, plan sponsors, and third-party admins in corporate markets. You will manage a book of business typically ranging from $10–$50 million in assets, collaborating on plan design and retirement readiness while delivering employee education and reviews.

Ideal candidates bring FINRA 6 & 63, a Life Insurance license, and at least 4 years in financial services with 2+ years in relationship building.