Relationship Manager, Core

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

📋 Description

• Take charge of retention and profitability for a portfolio of business, generally involving plans valued between $10–$35 million.

• Cultivate and enhance relationships with essential decision-makers.

• Work alongside plan sponsors and advisors on aspects such as plan design, investments, retirement readiness, affiliated product solutions, and identifying new opportunities.

• Conduct plan-level reviews, including planning for employee education.

• Resolve escalated issues effectively.

• Collaborate with the local sales team to strengthen advisor relationships, generate new business, and expand existing operations.

• Travel locally or regionally for onsite meetings with advisors and clients.

• Coordinate internally with various departments and partners to address challenges and deliver innovative solutions.

• Collaborate with senior staff on intricate issues, client accounts, projects, analyses, or internal relationships.

• Enhance Empower’s connections with advisors, plan sponsors, and third-party administrators within the Corporate market segment.

• Maintain relationships with plan sponsors managing plan assets between $10 and $35 million.

⛳️ Requirements

• Candidates must be residents of Kentucky.

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

• A Life Insurance license is required.

• FINRA fingerprinting is mandatory.

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

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

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

• A foundational understanding of ERISA concepts regarding compliance, plan design, and regulatory requirements is essential.

• Strong communication skills to present moderately complex content clearly and concisely.

• Ability to organize facts, data, and other information to identify problems and create effective solutions for clients or internal partners.

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

• Willingness to travel 40 to 60 percent of the time as dictated by the territory or portfolio.

• Most travel will be conducted by personal vehicle, with occasional overnight stays.

• Access to reliable high-speed internet with a wired connection and a suitable home workspace with minimal disruptions is required.

• A dependable fiber, cable, or DSL internet connection is necessary.

🏝️ Benefits

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

• Retirement savings plan – 401(k) with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a diverse investment lineup.

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

• A business-casual environment that allows for jeans.

• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time – 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 business and the communities where we operate. BRGs are accessible to everyone.

• A flexible work environment.

• Necessary computer equipment will be provided.

• Potential for a bonus program or sales incentives, contingent on position and performance.