Relationship Manager – Core

Vaga não está no LinkedIn

🔥 21 horas atrás

🏄 California – Remoto

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💵 $96.100 - $135.700 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Empower

10.000+ funcionários

💸 Finanças

💳 Fintech

👥 B2C

Finance • Fintech • B2C

A Empower é uma fornecedora líder de serviços financeiros focada em ajudar indivíduos e organizações a alcançar a liberdade financeira através do planejamento de aposentadoria e da gestão de investimentos. Atendendo a mais de 19 milhões de americanos, a Empower oferece um conjunto abrangente de serviços relacionados a finanças, incluindo planejamento inteligente e aconselhamento de investimento, além de ferramentas como o Empower Personal Dashboard™ para uma visão financeira completa. A empresa é renomada como uma das principais provedoras de planos de aposentadoria e trabalha de perto com investidores pessoais, poupadores de planos no local de trabalho, patrocinadores de planos e profissionais financeiros. A Empower também é reconhecida por suas iniciativas em Diversidade, Equidade, Inclusão e tem um compromisso social que fortalece o impacto na comunidade.

Descrição

• Own the retention and profitability of a book of business, typically plans in the $10–$50 million range • Build and grow relationships with key decision makers • Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities • Deliver plan-level reviews, including employee education planning • Problem-solve escalated issues • Partner with the local sales team to deepen advisor relationships, develop new business, and grow existing business • Travel for local or regional onsite advisor and client meetings • Collaborate internally with departments and partners to solve issues and provide unique solutions • Work with senior staff on complex issues, clients, accounts, projects, analyses, and internal relationships

🎯 Requisitos

• FINRA 6 & 63 registrations required within corporate-established timelines • Life Insurance license required • FINRA fingerprinting required • Bachelor Degree in Business or related discipline or equivalent experience • 4+ years financial services or other relevant experience • 2+ years building strategic relationships • Foundational understanding of ERISA concepts in compliance, plan design, and regulatory requirements • Effective communication of moderately complex content in a clear and succinct manner • Ability to sort and organize facts, data and other information to define problems and develop effective client or internal-partner solutions • Basic negotiation and time management skills, with manager oversight • Reliable high-speed internet with a wired connection and a distraction-limited home workspace • May travel as required within territory • Majority of travel will be by personal vehicle with occasional overnight stays

🏖️ Benefícios

• 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. • Flexible work environment • Reliable high-speed internet and wired connection; necessary computer equipment provided for remote and hybrid positions

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