Relationship Manager – Core

Emploi pas sur LinkedIn

🕒 il y a 17 jours

🏄 California – Distant

infoinfo

💵 $96 100 - $135 700 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de Empower, pas via un site d'emploi

Repérée par Remote Rocketship il y a 17 jours

Toujours ouverte sur le site de Empower. Vérifiée il y a 2 heures.

Logo of Empower

Empower

10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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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