Senior Relationship Manager – Mid-Market, Tax Exempt

🕒 Ontem

🦀 Maryland, Pennsylvania – Remoto

🦀 Maryland – Remote 🔔 Pennsylvania – 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

• Maintain and retain client relationships for large tax-exempt retirement plans, identifying solutions to improve satisfaction, reduce client-loss risk, and improve relationship financial viability • Participate in new business finals presentations and client site visits • Build rapport with clients and manage expectations from the sales process throughout the relationship • Conduct client meetings with internal subject-matter experts and service teams covering plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends • Deliver periodic plan statistical, regulatory/legislative, and industry-trend presentations by video conference and in person • Identify signs of client satisfaction or dissatisfaction and positively influence client perspectives • Navigate governance structures such as the Business Acceptance Committee • Communicate ideas and messages clearly and succinctly • Articulate Empower’s value proposition and relationship-management value proposition • Provide timely, effective, and comprehensive management reporting on plan health and opportunities • Understand revenue and expense variables associated with client relationships • Understand capital markets and Empower’s proprietary investment-management products and services • Travel occasionally within the Mid-Atlantic territory

🎯 Requisitos

• Bachelor's degree • 5+ years of relevant experience • Strong communication skills • Ability to build rapport with clients and proactively manage client expectations • Ability to travel to client and prospective-client meetings, internal team/SME/leadership relationship development, or training • FINRA 6 and 63 registrations required within established timelines • FINRA fingerprint required • Understanding of investment-management products and services • Understanding of revenue and expense variables associated with client relationships • Ability to work independently and be resourceful • Effective time management • Effective project management • Critical thinking and decision making • Customer focus • Experience building collaborative partnerships • Must be authorized to work for any employer in the U.S.; employment-visa sponsorship is unavailable • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

🏖️ 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) open to all • Non-sales positions have the opportunity to participate in a bonus program • Other necessary computer equipment will be provided • Flexible work environment • Reliable high-speed internet and a home workspace for remote work