Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Relationship Manager (RM) acts as the strategic point of contact on assigned Government 457(b) plans between $5 - 35MM, ensuring exceptional client service and plan sponsor satisfaction.
The RM is accountable for strategy, overall service delivery, evaluating, improving and managing client satisfaction, risk / retention efforts, book of business economics, and plan management. The RM must successfully drive plan and participant outcomes as defined by the plan sponsor and Empower. The RM will collaborate with plan sponsors and internal partners to transform each plan by successfully identifying, socializing, managing, and delivering better processes and solutions for each client and their participants.
This RM will be covering plans in Georgia and Florida and MUST BE BASED in this area. This IS NOT a 100% remote position.
What you will do
Maintain client relationships, enhance overall client satisfaction, actively reduce risk of client loss, and improve the financial viability of client relationships
Enhance revenue and work with internal partners to improve plan relationship efficiency
Consistently reinforce assigned clients' buying decision and strengthen overall client relationships
Conduct client meetings, work with internal SMEs and the entire 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
Identify and effectively report key indicators, recommend solutions and identify opportunities to leverage talent and connections to retain and enhance the relationship
Provide clients with regular updates on plan statistics, regulatory changes, and industry trends
Partner with internal shared services team to effectively support the client to meet all contractual requirements and improve client satisfaction and profitability
Work with the client service team to develop material, present to the client, and implement client business planning deliverables
Demonstrate leadership, offer peer support, and collaborate on tactical execution of key initiatives
Participate in new business finals presentations and client site visits to build rapport with clients, and manage client expectations beginning with the sales process and continuing throughout the relationship
Maintain plan persistency and grow book of business via achieving 100% client persistency, increase new enrollments and contributions, and adopt new political sub-divisions (if applicable)
Strategic thinking that enables the RM to create and drive strategy and business results
Problem-solve for root cause using innovative and creative solutions
50% travel to client / prospective client meetings
What you will bring
Bachelor's degree required
3 - 5 years of industry or relationship management experience within the industry
Prior experience with retirement plan administration and/or working with Government/public sector or Taft Hartley/union clients
Demonstrated experience in identifying solutions and resolution to issues and plan design matters
FINRA 6 & 63 registrations required within established timelines
FINRA fingerprinting required
What will set you apart
Understanding and being conversant on revenue and expense variables associated with client relationships
Understanding of investment management products and services
Excellent verbal and written communication skills including presentation skills
Build partnerships internally and externally including plan sponsors, consultants, key stakeholders, committee / board members, and business leaders
Ability to diplomatically persuade and influence others and navigate potential objections on complex issues/ideas/theories
Effective time management
Strong project management skills
Critical thinking and decision making
Adaptability and flexibility in navigating change and complex situations
#PJGOV
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Base Salary Range
$84,000.00 - $118,575.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer * Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
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