Senior Relationship Manager – Mid Market

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

📋 Description

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

• Foster and enhance relationships with plan sponsors, advisors, and internal stakeholders to promote business growth.

• Serve as a trusted advisor on plan design, investments, retirement readiness, and industry developments.

• Conduct regular plan reviews, participant education planning, and updates on regulatory matters.

• Represent the participant communications strategy in annual client plans.

• Collaborate with sales teams to strengthen advisor relationships, generate 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 execute solutions that improve client satisfaction and uphold financial viability.

• Act as the primary escalation contact for complex client issues.

• Work in collaboration with internal teams to provide customized client solutions.

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

• Keep abreast of market trends, the competitive landscape, and regulatory changes.

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

• Manage client P&L, balancing revenue growth with operational efficiency.

• Lead contract renewals, negotiations, and pricing strategies.

• Identify opportunities to enhance plan efficiency and maximize 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 cultivation of strategic relationships.

• FINRA 6 and 63 registration required within corporate-designated timelines.

• FINRA fingerprinting is mandatory.

• Life Insurance License is required.

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

• Strong understanding 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, encompassing financial and risk management expertise.

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

• Regular use of standard office equipment is expected.

• Capability to travel by air and ground, carry business materials, and hold extended client meetings.

• Ability to sit, stand, and move for prolonged periods.

• Reliable high-speed internet with a wired connection and a minimally disruptive home workspace is necessary for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions up to 6%.

• Financial advisory services.

• Potential for a company discretionary contribution.

• Wide-ranging investment options.

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

• Business-casual environment with the option to wear jeans.

• Paid time off program.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Reliable high-speed internet and wired connection required for remote work.

• Necessary computer equipment provided.