Strategic Relationship & Programs Manager

PlanMember Financial Corporation; San Diego (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

PlanMember Financial Corporation is seeking an FBC Relationship & Program Manager to foster strong relationships with clients, partners, and internal teams in a San Diego-based, on-site role. The position emphasizes strategic program management, cross-functional collaboration, and effective communication to ensure stakeholder satisfaction and program success.

The role involves coordinating multiple Financial Centers, recruiting and supervising Advisors, and leading sales and marketing efforts

Qualifications

• Bachelor's degree in business, marketing, communications, or related field.
• Experience in program management or stakeholder engagement.
• FINRA licenses preferred; must obtain 24 within 180 days of employment if not already held.

Responsibilities

• Operate the Financial Center per PLANMEMBER direction and guidelines to serve FBC stakeholders.
• Coordinate activities of independent Financial Centers related to the FBC relationship.
• Recruit and supervise Advisors for PlanMember programs and platforms.
• Coordinate ongoing sales, marketing, and business development activities for PlanMember.
• Manage stakeholder communications, updates, and reports throughout the program lifecycle.
• Identify opportunities to upsell or cross-sell services and enhance client retention.

Skills

Stakeholder management

Relationship building

Cross-functional collaboration

Program coordination

Education

Bachelor's degree

Job description

PlanMember Financial Corporation is seeking an FBC Relationship & Program Manager to foster strong relationships with clients, partners, and internal teams in a San Diego-based, on-site role. The position emphasizes strategic program management, cross-functional collaboration, and effective communication to ensure stakeholder satisfaction and program success.

The role involves coordinating multiple Financial Centers, recruiting and supervising Advisors, and leading sales and marketing efforts