Business Relationship Manager

This is a fully remote position, open to applicants in Connecticut, +8 more states.

📋 Description

• Cultivate and maintain relationships with operational and business leaders at designated distribution partners.

• Advocate for operational and technological enhancements to elevate business connectivity and client experiences.

• Identify, escalate, and address systemic operational issues.

• Comprehend partner business models, platforms, and workflows to effectively convey sales-processing requirements and facilitate product launches and modifications.

• Collect, monitor, and relay partner workflow requirements and engagement protocols.

• Drive partner-specific projects that necessitate internal system or workflow adjustments.

• Create supporting business cases when applicable.

• Oversee the execution of authorized partner-specific projects and ensure cross-functional communication.

• Engage in industry working groups to formulate solutions for operational challenges.

• Manage the execution, approval, and tracking of distribution and administrative agreements, RFIs, service-level agreements, compensation schedules, and other pertinent documentation.

• Facilitate the onboarding process for new distribution partners.

• Act as the primary point of contact for day-to-day ad hoc partner requests.

• Collaborate with Sales and Relationship Management teams on strategies and execution related to partners.

⛳️ Requirements

• Minimum of 8 years of experience in financial services.

• Familiarity with financial services operations and electronic order entry technology platforms.

• Annuity-specific experience is highly preferred.

• Strong leadership presence with the capability to influence others.

• Proven ability to work collaboratively and establish rapport with all management levels.

• Results-driven with a strong emphasis on achieving positive outcomes.

• Capacity to think strategically, grasp the broader context, and identify downstream effects.

• Excellent active listening skills and the ability to pose relevant probing questions.

• Proficient at managing multiple competing priorities and adapting to change.

• Experience in a collaborative matrixed environment.

• Preferred experience in supporting third-party annuity distribution via an independent marketing organization, broker-dealer, or similar intermediary channel.

• FINRA Series 6 certification is required.

🏝️ Benefits

• Competitive base salaries in the market.

• Annual bonus potential.

• Comprehensive medical, dental, vision, life insurance, and disability coverage.

• Paid Time Off (PTO).

• Leave for parental and military purposes.

• 401(k) plan with company match (up to 4%).

• Company-funded pension plan.

• Wellness programs, including up to $1,600 annually for reimbursement of personal wellbeing items.

• Work/Life Resources that assist with parenting, housing, senior care, finances, pets, legal issues, education, emotional and mental health, and career development.

• Educational benefits for approved traditional college degrees and accredited certificate programs.

• Employee Stock Purchase Plan allowing shares to be purchased at 85% of the lower of two prices.

• Eligibility for a discretionary annual incentive program.