Senior Relationship Manager – Mid-Market

🕒 Setembro 30

🏄 California – Remoto

🏄 California – Remote

💵 $116.300 - $164.225 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Gerente de Contas

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Empower

SiteLinkedInTodas as Vagas

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

• Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability • Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth • Deliver strategic insights on plan design, investments, retirement readiness, and industry trends • Lead periodic plan reviews, including participant education planning and regulatory updates • Represent the participant communications strategy and integrate it into annual client plans • Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts • Work with client service teams to design and implement business planning deliverables • Participate in new business final presentations and site visits • Identify and implement solutions that enhance client satisfaction while maintaining financial viability • Serve as the primary escalation point for complex client issues • Collaborate across internal teams to provide tailored solutions for clients • Navigate organizational governance structures to advocate for client needs and business objectives • Stay informed on market trends, competitive landscape, and regulatory changes • Deliver client presentations on industry insights, plan performance, and legislative updates • Manage client P&L, balancing revenue growth and operational efficiency • Lead contract renewals, negotiations, and pricing strategies • Identify opportunities to optimize plan efficiency and maximize revenue potential

🎯 Requisitos

• Bachelor’s degree in business or related discipline or equivalent experience • 5+ years financial services including building strategic relationships • FINRA 6 and 63 registration required within corporate-established timelines • FINRA fingerprinting required • Life Insurance License required • Proven experience managing client relationships in financial services, retirement plans, or a related industry • Strong understanding of plan design, investment management, and fiduciary governance • Excellent negotiation, presentation, and communication skills • Ability to navigate organizational structures and influence decision-making • Strong business acumen, including financial and risk management expertise • Ability to travel 5-20% as needed based on territory and client book of business • Must reside within the Southern California territory • Reliable high-speed internet with a wired connection and an adequate home work environment

🏖️ 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 for remote work; necessary computer equipment provided