Senior Relationship Manager – Mid-Market

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

📋 Description

• Oversee a portfolio of mid-sized, complex retirement plans, generally consisting of 20 to 30 plans, ensuring their long-term retention and profitability.

• Develop and strengthen relationships with plan sponsors, advisors, and internal stakeholders to foster business growth.

• Provide strategic insights regarding plan design, investments, retirement preparedness, and industry trends.

• Conduct regular plan reviews, which include participant education planning and updates on regulations.

• Execute the participant communications strategy and incorporate it into annual client plans.

• Collaborate with sales teams to enhance advisor relationships, cultivate new business, and expand existing accounts.

• Work alongside client service teams to create and implement business planning deliverables.

• Engage in final presentations for new business and conduct site visits.

• Identify and apply solutions that improve client satisfaction while ensuring financial viability.

• Act as the main escalation point for intricate client issues.

• Partner with internal teams to deliver customized solutions for clients.

• Navigate organizational governance structures to advocate for client requirements and business goals.

• Remain updated on market trends, competitive dynamics, and regulatory developments.

• Present to clients on industry insights, plan performance, and legislative changes.

• Manage client profit and loss, striking a balance between revenue growth and operational efficiency.

• Lead contract renewals, negotiations, and pricing strategies.

• Spot opportunities to enhance plan efficiency and optimize revenue potential.

⛳️ Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.

• Over 5 years of experience in financial services, including the development of strategic relationships.

• FINRA Series 6 and 63 registrations required within corporate-established timeframes.

• FINRA fingerprinting is mandatory.

• Life Insurance License is required.

• Demonstrated experience in managing client relationships within financial services, retirement plans, or a similar sector.

• Strong knowledge of plan design, investment management, and fiduciary governance.

• Exceptional negotiation, presentation, and communication skills.

• Ability to navigate organizational structures and influence decision-making processes.

• Strong business acumen, including expertise in financial and risk management.

• Willingness to travel 5-20% as required based on territory and client portfolio.

• Must reside within the Southern California area.

• Access to reliable high-speed internet with a wired connection and a suitable home office environment.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

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

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

• A business-casual work environment that allows for jeans.

• Generous paid time off starting at hire, which includes 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 both internally and within our communities. BRGs are open to all employees.

• A flexible work environment.

• Reliable high-speed internet and a wired connection for remote work, with necessary computer equipment provided.