Relationship Manager Core - Northern California
Empower
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Relationship Manager is the strategic partner to our clients who provide prescriptive solutions which meet business goals of retention, growth, and retirement readiness. The Core Market Relationship Manager is responsible for strengthening Empower's relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment. This role specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million. Collaborate with the plan sponsor and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities Deliver plan level reviews including employee education planning 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 Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships Life Insurance license required
- FINRA fingerprinting required
- Bachelor Degree in Business or related discipline or equivalent experience
- 4+ years financial services or other relevant experience
- 2+ years building strategic relationships
- Foundational understanding of ERISA concepts in the disciplines of: compliance, plan design, and regulatory requirements
- Introspection and focus on personal and professional development
- Effective communicator who delivers moderately complex content in a clear and succinct manner
- Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners
- Basic negotiation and time management skills, with manager oversight
- May travel as required within territory.
- Majority of travel will be personal vehicle with an occasional overnight stay
- Normal Office Working Conditions typically from a residential office with access to a working space free from distractions
$134.46k - $184.89k
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