Relationship Manager – Core

This is a fully remote position, open to applicants in California.

📋 Description

• Take charge of the retention and profitability of a portfolio, generally consisting of plans valued between $10–$50 million.

• Establish and nurture relationships with key decision-makers.

• Collaborate with plan sponsors and advisors on aspects such as plan design, investments, retirement readiness, affiliated product solutions, and exploring new opportunities.

• Conduct plan-level reviews, which include employee education planning.

• Resolve escalated issues effectively.

• Partner with the local sales team to strengthen advisor relationships, create new business opportunities, and expand existing business.

• Travel to local or regional on-site advisor and client meetings.

• Work collaboratively with internal departments and partners to address issues and offer innovative solutions.

• Collaborate with senior staff on intricate issues, clients, accounts, projects, analyses, and internal relationships.

⛳️ Requirements

• FINRA 6 & 63 registrations are mandatory within corporate-established timelines.

• A Life Insurance license is required.

• FINRA fingerprinting is necessary.

• A Bachelor's Degree in Business or a related field, or equivalent experience, is required.

• A minimum of 4 years of experience in financial services or a related field.

• At least 2 years of experience in building strategic relationships.

• A foundational understanding of ERISA concepts related to compliance, plan design, and regulatory requirements.

• Ability to communicate moderately complex information clearly and succinctly.

• Competence in organizing facts, data, and information to identify problems and devise effective solutions for clients or internal partners.

• Basic negotiation and time management skills, with oversight from management.

• Access to reliable high-speed internet with a wired connection and a home workspace that minimizes distractions.

• Willingness to travel as necessary within the designated territory.

• Most travel will be conducted using a personal vehicle, with occasional overnight stays required.

🏝️ Benefits

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

• Retirement savings options, including a 401(k) plan with generous matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide array of investment options.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual work environment that allows for denim attire.

• Generous paid time off, which includes a paid time off program, ten paid company holidays, and three floating holidays each year.

• Paid volunteer time of 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) that promote inclusion and collaboration within our organization and the communities where we operate. BRGs are accessible to everyone.

• A flexible work environment.

• Reliable high-speed internet and wired connection; necessary computer equipment will be provided for remote and hybrid roles.