PanAgora Asset Management · 1 day ago
Sr Relationship Manager LMN
United States
Full-time
Remote
Senior Level
$138K/yr - $200K/yr
5+ years expPanAgora Asset Management is a company focused on transforming financial lives. As a Senior Relationship Manager, you will support large client relationships, ensuring service delivery and client satisfaction while managing client P&L.
FinanceFinancial Services
No H1B
Responsibilities
Conduct client meetings, working with internal SMEs and the service team, to bring Empower’s best thinking to clients in the areas of plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends
Deliver periodic plan statistical, regulatory/legislative, and industry trending presentation to clients – both via phone and in person
Work with the client service team to develop, present to the client, and implement client business planning deliverables
Participate in new business final presentations and client site visits, building rapport with clients and managing client expectations, beginning with the sales process and continuing throughout the relationship
Effective communication and presentation skills
Effectively communicate ideas/messages in a clear and succinct manner
Articulate Empower’s value proposition, participant and plan sponsor experience, and relationship management value proposition
Share an understanding of capital markets and Empower proprietary investment management products and services
Plan for, negotiate, and effectively manage contract renewal process in timely manner
Qualification
Required
FINRA 6 & 63 registrations required within corporate-established timelines
FINRA fingerprinting required
Bachelor's degree
5+ years of relationship management experience working with large, mega and/or NFP market clients
Understanding and being conversant on revenue and expense variables associated with client relationships
Understanding of investment management products and services
Strong communication skills
Preferred
Ability to build rapport with clients and proactively manage client expectations
Effective time management
Effective project management
Critical thinking and decision making
Ability to work with sophisticated buyers
Deep knowledge of plan design complexities
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
PanAgora Asset Management
PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
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