Relationship Manager II – Retirement Plans

🕒 October 23

🏄 California, Oregon, +1 more states – Remote

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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The Standard

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1906

🏥 Healthcare

⚖️ Legal

💼 Consulting

Healthcare • Legal • Consulting

The Standard is a comprehensive provider of insurance, retirement, and investment products and services, targeting individuals, families, businesses, and organizations. Based in Portland, Oregon, and part of the StanCorp Financial Group, Inc. , The Standard offers products such as life and disability insurance, annuities, vision and dental coverage, and retirement plans. Their solutions aim to facilitate financial wellness and enable effective benefits administration, catering to clients of all sizes. The company is renowned for its people-first commitment and innovative partnerships, contributing to a seamless customer experience.

📋 Description

• Provide best-in-class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts • Support a dedicated book of advisors and employers virtually • Develop and manage primary relationships with advisors and channel relationships • Develop and manage standalone plans and Private Label PEPs • Understand customer concerns and needs and liaise between home office departments and customers • Initiate plan improvements and resolve issues • Inform customers about industry and regulatory changes and explain their impact • Provide plan design consulting services • Provide investment advisory services, fund lineup updates, and Investment Due Diligence and Monitoring Reports • Drive client retention through value-added information and virtual plan reviews • Coordinate installation of assigned new groups, including data collection, submissions, documents, agreements, and communications • Deliver enrollment, re-enrollment, and education processes, including on-site employee meetings and virtual meetings • Participate in sales presentations when requested • Promote new products and services to employers

🎯 Requirements

• Ability to work in the Pacific Time Zone • Bachelor's degree preferred • Degree or an equivalent combination of education and relevant professional experience required • 5+ years of demonstrated relationship management experience in the retirement plans field • Excellent working knowledge of qualified plans, ERISA, and qualified plan investments • Series 6/7, with Series 63 where applicable, or Series 65 license required within 90 days of hire • Successful completion of criminal background investigation and employment, education, and licensing verification • Must be bondable

🏖️ Benefits

• Medical, dental, and vision insurance • 401(k) plan with matching company contributions • Annual incentive bonus plan • Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually • PTO increases with tenure • Supportive, responsive management approach • Career growth and advancement opportunities • Paid parental leave • Adoption/surrogacy assistance • Employee giving program that double matches donations to eligible nonprofits and schools • Work-life balance benefits

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