Relationship Manager

What You’ll Do

Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with sponsors and channel relationships to understand concerns and needs. Act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client. Provide plan design consulting services.

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  Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services, fund lineup updates, and deliver Investment Due Diligence and Monitoring Reports.

• Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.

• Deliver all aspects of the enrollment, re-enrollment, and education process. Includes pro-actively scheduling, determining content, preparing for, and delivering meetings.

• Participate in sales presentations as a relationship manager when requested by sales manager. Promote new products and services to plan sponsors.

The Skills and Background You’ll Need

• Bachelor’s degree preferred. Experience considered in lieu of degree. Degree or experience in Business Administration preferred.

• 3 to 5 years demonstrated relationship management in the retirement plans field.

• Solid knowledge of qualified plans, ERISA, and qualified plan investments.

• Professional certification required: You'll be required to transfer or obtain Series 6, & 63, within 90 days of your date of hire. Registration as an investment adviser representative is required as a condition of your employment. If you do not already hold these qualifications, it is our expectation that you obtain them as a condition of employment. The Standard will provide study materials for any FINRA or State securities examinations and five paid study days within thirty days of your date of hire.