Senior Relationship Manager – Mid-Market, Tax Exempt

🔥 il y a 23 heures

🦀 Maryland, Pennsylvania – Distant

🦀 Maryland – Remote 🔔 Pennsylvania – Remote

💵 $116 300 - $164 225 / an

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

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Empower

Site WebLinkedInTous les Emplois

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

• 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

🎯 Exigences

• 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

🏖️ 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) 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