Relationship Manager – Core

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

📋 Description

• Take ownership of retention and profitability for a portfolio of business, generally involving plans with assets ranging from $10–$35 million.

• Cultivate and enhance relationships with key decision-makers.

• Collaborate with plan sponsors and advisors on various aspects including plan design, investments, retirement readiness, affiliated product solutions, and identifying new opportunities.

• Conduct plan-level reviews that incorporate employee education planning.

• Address and resolve escalated issues effectively.

• Work alongside the local sales team to strengthen advisor relationships, create new business opportunities, and expand existing accounts.

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

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

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

• Enhance Empower’s connections with advisors, plan sponsors, and third-party administrators within Oklahoma’s corporate sector.

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

⛳️ Requirements

• FINRA 6 & 63 registrations must be obtained within company-established timelines.

• A Life Insurance license is mandatory.

• FINRA fingerprinting is required.

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

• A minimum of 4 years in financial services or relevant experience is expected.

• 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.

• Ability to communicate moderately complex information in a clear and concise manner is important.

• Proficiency in organizing facts, data, and other information to identify problems and devise effective solutions is needed.

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

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

• Most travel will involve the use of a personal vehicle, with occasional overnight stays.

• Normal working conditions are primarily from a residential office with access to a distraction-free workspace.

• Must have authorization to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT.

• A reliable high-speed internet connection with a wired setup and an appropriate home workspace for remote work is required.

🏝️ Benefits

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

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

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

• A business-casual work environment that permits wearing jeans.

• Ample paid time off from the start, which includes a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 16 hours per calendar year.

• Various leave of absence programs, including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).

• Access to Business Resource Groups (BRGs) for all employees.

• Opportunities for bonuses for non-sales roles.

• Incentives for sales roles, including potential bonus plans.

• Provision of necessary computer equipment for work purposes.