Senior Relationship Manager – Retirement

This is a fully remote position, open to applicants in Connecticut, +5 more states.

📋 Description

• Act as a strategic advisor to large-market retirement plan clients managing assets exceeding $250 million.

• Create and implement business plans, proactive plan assessments, educational strategies, and guidance on plan design.

• Oversee a skilled internal service team.

• Provide coaching and mentorship to fellow relationship managers.

• Effectively resolve issues by leveraging organizational and leadership capabilities.

• Employ solution-selling strategies to enhance new business prospects, product improvements, and profitability within current relationships.

• Establish new client connections while ensuring suitable pricing and service offerings.

• Collaborate on plan optimization with an emphasis on client satisfaction and retention.

⛳️ Requirements

• A minimum of 5 years of experience in relationship management that aligns with this role.

• Demonstrated strong relationship management abilities and a talent for quickly building rapport.

• Proactive management of plan objectives.

• FINRA S6 and S63 certifications required within 90 days of hire.

• Life & Health licenses must be obtained within 120 days of hire.

• Solid understanding of ERISA and IRS regulations pertaining to retirement plans.

• Bachelor’s degree or equivalent work experience; 4 years of experience may replace the bachelor’s degree in Business.

• Willingness to travel to client locations up to 50% of the time.

• Preferred strong working knowledge of 401k, 403b, and 457 plans.

🏝️ Benefits

• Clearly defined career paths and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K plan and employee benefits.

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

• Tuition assistance program.

• Flexible work arrangements.

• Productivity and technology tools along with training.

• Eligibility for the Annual Incentive Program.

• Potential for long-term incentives and sales bonuses.

• Standard benefits package.