Oracle Cloud ERP · 15 hours ago
Strategic Relationship Manager
Des Moines, IA, United States
Full-time
Hybrid
Senior Level
$70K/yr - $99K/yr
5+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Strategic Relationship Manager is responsible for providing strategic plan management and client service to retirement plan clients, building strong relationships, and facilitating discussions regarding plan design and contributions.
Information Technology & Services
Responsibilities
Setting and driving strategic direction for assigned retirement plans
Building and maintaining strong relationships with plan decision makers
Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office
Providing fiduciary guidance to plan administrators
Planning and conducting executive and investment/market plan reviews – both on-site and virtually
Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues
Driving plan participation and overall plan contributions through plan design and participant education solutions
Differentiating Cetera’s retirement plan solutions to drive client retention
Assist the sales team with new business opportunities and participating in sales presentations
Cross sell Cetera solutions and services
Travel Requirements: Up to 50%
Qualification
Required
Bachelor's degree required in relevant course of study
Minimum of 5 years' experience in financial services industry
Relationship management experience in the financial services industry
Excellent written and verbal communication skills
Strong presentation and negotiation skills with c suite
Knowledge of IRS and DOL regulations relating to qualified retirement plans
Working knowledge of both qualified and non-qualified retirement plan solutions
Excellent time management and organizational skills
Strong problem-solving skills and attention to detail
Ability to work independently in a fast-paced environment
Ability to multi-task in various software applications and managing to deadlines
Preferred
FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment)
Strong proficiency with Microsoft suite of products – Outlook, Excel, Word, etc
Client Relationship Management (CRM) software experience
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase