Sr Relationship Manager- Retirement

As a Senior Relationship Manager, you will be the strategic partner for large retirement plan clients, guiding service delivery and plan optimization. You lead and mentor an internal service team, ensuring client satisfaction and retention. You'll drive new business opportunities through solution selling and education strategies, aligning price and service with client needs. This role sits at the heart of client relationships and plan design expertise, influencing outcomes across multi million plans. You will work with cross functional teams to deliver measurable value and growth.

• PTO/parental leave
• competitive 401K and benefits
• tuition assistance
• health coaching and employee assistance
• leadership development and virtual training
• work arrangements that work for you

• Serve as strategic partner to large market retirement plan clients (over $250 million)
• Develop and deliver robust business plans for retirement plan clients, including plan reviews and education strategies
• Lead and coach an experienced internal service team
• Mentor other relationship managers to develop the overall team
• Navigate issue resolution using strong organizational and leadership skills
• Apply solution selling to optimize new business opportunities and profitability within existing relationships

• 5+ years of relationship management directly aligned to the role responsibilities
• Proven relationship management skills with ability to build rapport and proactively manage plan goals
• FINRA S6 & S63 required within 90 days of hire
• Life & Health licenses required within 120 days of hire
• Strong working knowledge of ERISA and IRS rules affecting retirement plans
• Bachelor in Business or equivalent; 4 years of experience may substitute for degree
• Ability to travel to clients up to 50% of the time

• relationship-building
• proactive communication
• coaching and mentorship
• ERISA and IRS rules knowledge
• experience with 401k, 403b, and 457 plans
• solution selling