Senior Relationship Manager Mid-Market jobs in United States
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Empower · 6 hours ago

Senior Relationship Manager Mid-Market

Empower is a company focused on transforming financial lives and fostering a flexible work environment. The Senior Relationship Manager will act as a strategic partner to clients, managing complex relationships and providing solutions to meet business goals in the corporate market segment.

Employee BenefitsNon ProfitSocial
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Responsibilities

Own the retention and profitability of a book of business; plans tend to be larger than $50 million and are more complex in nature
Build and grow highly complex relationships with key decision makers, as well as collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
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)
Independently handle complex issues, clients, accounts, projects, analyses, internal relationships, and problem-solve escalated issues, as well as effectively navigate challenging/difficult negotiations with little reliance on leadership
Support business initiatives through project leadership and training responsibilities, including mentoring and delivery of plan level reviews incorporating employee education planning

Qualification

FINRA 663 registrationFinancial services experienceStrategic relationship buildingERISA compliance knowledgeInvestment acumenClient retentionProblem-solvingPresentation skillsMentoring

Required

FINRA 6 and 63 registration required within corporate-established timelines
FINRA fingerprinting required
Bachelor's degree in business or related field or equivalent experience
7+ years financial services or other relevant experience and 5+ years building strategic relationships, as well as advanced understanding of ERISA concepts such as compliance, plan design, and regulatory requirements
Flexibility to travel 40 to 60 percent of time as needed by territory or book of business, including travel via personal vehicle or air travel with overnight stays

Preferred

Ability to sort and organize facts, data, and other information to define a problem and develop effective solutions for clients or internal partners, and then effectively communicate those solutions
Previous experience presenting to large groups and individuals
Demonstrated track record of success with client retention, sales finals, and positioning of affiliated product solutions
Having an advanced investment acumen as it pertains to retirement investment vehicles with the ability to provide education around investment solutions where appropriate for plan or participant needs; Empower company and operational knowledge including internal teams and demonstrated ability to navigate within the organization preferred
Holding an industry specific designation

Benefits

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Company

EMPower is a non-governmental agency for social well being.

Funding

Current Stage
Late Stage

Leadership Team

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KC Waldron
Chief Compliance Officer
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Roger Hobby
EVP
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Company data provided by crunchbase