Relationship Manager – Mid/Large Market

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

📋 Description

• Acting as a strategic ally for our retirement plan clients.

• Leading a dedicated and skilled internal service team.

• Utilizing your industry expertise to deliver insightful and proactive plan assessments, educational strategies, and advice on plan structuring.

• Leveraging your organizational and leadership abilities to ensure effective resolution of issues.

• Strategically showcasing new products and services when appropriate.

⛳️ Requirements

• A minimum of 5 years of experience in the Retirement Industry within a client-facing capacity.

• Demonstrated strong relationship management capabilities, the ability to quickly establish rapport, and proactive oversight of plan objectives.

• In-depth knowledge of ERISA and IRS regulations and their implications for retirement plans.

• FINRA S6 & S63 certification is required within 90 days of employment.

• Life & Health license is required within 120 days of employment.

• Willingness to travel to client sites approximately 30% of the time.

🏝️ Benefits

• Paid time off and parental leave.

• Competitive 401K plan and employee benefits.

• Complimentary financial counseling, health coaching, and employee assistance program.

• Tuition assistance program available.

• Access to effective productivity tools and training related to technology.