Sr Relationship Manager LMN

Posted 9 Days Ago
Be an Early Applicant
Hiring Remotely in MI
Remote
133K-192K Annually
5-7 Years Experience
Fintech • Payments • Financial Services
The Role
As a Senior Relationship Manager, you will support large, mega, and not-for-profit plans with asset values between $250 and $500 million. Responsibilities include client meetings, delivering presentations, developing and implementing client business planning deliverables, managing client relationships, and negotiating contract renewal processes.
Summary Generated by Built In

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Senior Relationship Manager, you will support large, mega, and not-for-profit plans with asset values between $250 and $500 million. You’ll act as the central point of business contact for assigned client “plan sponsor” relationships for both clients and internal personnel. The Sr. RM is accountable for assigned client relationships that include overall service delivery, evaluating, improving and managing client satisfaction and risk/retention efforts, and client P&L management.
 

What you will do:

  • Conduct client meetings, working with internal SMEs and the service team, to bring Empower’s best thinking to clients in the areas of plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends.
  • Deliver periodic plan statistical, regulatory/legislative, and industry trending presentation to clients – both via phone and in person
  • Work with the client service team to develop, present to the client, and implement client business planning deliverables
  • Participate in new business final presentations and client site visits, building rapport with clients and managing client expectations, beginning with the sales process and continuing throughout the relationship 
  • Effective communication and presentation skills
  • Effectively communicate ideas/messages in a clear and succinct manner
  • Articulate Empower’s value proposition, participant and plan sponsor experience, and relationship management value proposition.
  • Share an understanding of capital markets and Empower proprietary investment management products and services
  • Plan for, negotiate, and effectively manage contract renewal process in timely manner


What you will bring:

  • FINRA 6 & 63 registrations required within corporate-established timelines
  • FINRA fingerprinting required
  • Bachelor’s degree
  • 5+ years of relationship management experience working with large, mega and/or NFP market clients
  • Understanding and being conversant on revenue and expense variables associated with client relationships
  • Understanding of investment management products and services
  • Strong communication skills

What will set you apart:

  • Ability to build rapport with clients and proactively manage client expectations
  • Effective time management
  • Effective project management
  • Critical thinking and decision making
  • Ability to work with sophisticated buyers
  • Deep knowledge of plan design complexities

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$132,600.00 - $192,300.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-18-2024

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Top Skills

Finra
The Company
Greenwood Village, CO
11,963 Employees
On-site Workplace

What We Do

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day.

Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.


Disclosures: https://www.empower.com/social-media

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