Strategic Relationship Manager – Corporate Retirement

Empower; Oklahoma; On-site; USD 87,000 - 123,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Tuition reimbursement

Casual dress code

Paid time off + holidays

Volunteer time off

Leave of absence programs

BRGs and inclusion initiatives

Job summary

Empower in Oklahoma is seeking a Relationship Manager to strengthen relationships with advisors, plan sponsors, and TPAs in the corporate market. You will manage a book sized around $10–$35 million, drive retention and profitability, and collaborate on plan design and retirement readiness.

The role requires FINRA 6 & 63, a Life Insurance license, and ERISA knowledge, with 40–60% travel. A bachelor's in business and 4+ years in financial services are expected.

Qualifications

• FINRA registrations (6 & 63) required within corporate timelines.
• Life Insurance license is mandatory.
• FINRA fingerprinting required.
• Bachelor degree in Business or related discipline or equivalent experience.
• 4+ years of financial services or related experience.
• 2+ years building strategic relationships with clients/advisors.
• Foundational understanding of ERISA concepts (compliance, plan design, regulatory).
• Demonstrates introspection and focus on personal/professional development.
• Effective communicator delivering moderately complex content clearly.
• Ability to organize facts and data to define problems and solutions.
• May travel 40-60% of time; majority by personal vehicle with overnights when needed.

Responsibilities

• Own the retention and profitability of a book of business; plans typically $10–$35MM.
• Build and grow relationships with key decision makers.
• Collaborate with plan sponsors and advisors on plan design and retirement readiness.
• Deliver plan-level reviews including employee education planning.
• Problem-solve escalated issues for clients and internal partners.
• Partner with local sales team to deepen advisor relationships and grow business.
• Travel locally or regionally for advisor/client meetings.
• Collaborate with other departments to provide unique solutions.
• Work with senior staff on complex issues and projects.

Skills

FINRA 6 & 63 registrations

Life Insurance license

FINRA fingerprinting

Bachelor Degree in Business

4+ years financial services

2+ years building relationships

ERISA concepts knowledge

Strong communicator

Organizational skills

Negotiation and time management

Travel 40-60% of time

Education

Bachelor Degree in Business or related discipline

Job description

Empower in Oklahoma is seeking a Relationship Manager to strengthen relationships with advisors, plan sponsors, and TPAs in the corporate market. You will manage a book sized around $10–$35 million, drive retention and profitability, and collaborate on plan design and retirement readiness.

The role requires FINRA 6 & 63, a Life Insurance license, and ERISA knowledge, with 40–60% travel. A bachelor's in business and 4+ years in financial services are expected.