Relationship Manager II – Retirement Plans

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Deliver exceptional and profitable customer service to channel partners, decision-makers, and plan participants for designated accounts.

• Provide virtual support to a dedicated portfolio of advisors and employers.

• Establish and cultivate key relationships with advisors and channel partners.

• Develop and oversee standalone plans and Private Label PEPs.

• Comprehend customer concerns and requirements, acting as a liaison between internal departments and clients.

• Initiate enhancements to plans and address any issues that arise.

• Keep customers informed about industry and regulatory changes, explaining their implications.

• Offer consulting services for plan design.

• Provide investment advisory services, including updates on fund lineups and Investment Due Diligence and Monitoring Reports.

• Enhance client retention by delivering value-added information and conducting virtual plan reviews.

• Manage the installation process for assigned new groups, involving data collection, submissions, documents, agreements, and communications.

• Conduct enrollment, re-enrollment, and educational sessions, including on-site employee meetings and virtual meetings.

• Engage in sales presentations upon request.

• Advocate for new products and services to employers.

⛳️ Requirements

• Must be able to work within the Pacific Time Zone.

• Bachelor's degree is preferred.

• A degree or an equivalent combination of education and relevant professional experience is required.

• Minimum of 5 years of proven relationship management experience in the retirement plans sector.

• Strong working knowledge of qualified plans, ERISA, and qualified plan investments.

• Series 6/7 licenses are required, along with Series 63 where applicable, or Series 65 license to be obtained within 90 days of hire.

• Must successfully pass a criminal background check and verification of employment, education, and licensing.

• Must be bondable.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with matching contributions from the company.

• Annual incentive bonus plan.

• Paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours each year.

• PTO increases with tenure.

• Supportive and responsive management approach.

• Opportunities for career growth and advancement.

• Paid parental leave.

• Assistance for adoption and surrogacy.

• Employee giving program that matches donations to eligible nonprofits and schools at double the rate.

• Benefits promoting work-life balance.