Relationship Manager – Core

Job not on LinkedIn

🔥 0 minutes ago

🌪️ Oklahoma – Remote

🌪️ Oklahoma – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Own retention and profitability of a book of business, typically involving plans with $10–$35 million in assets • 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 other departments and partners to solve issues and provide unique solutions • Work with senior staff on complex issues, clients, accounts, projects, analyses, or internal relationships • Strengthen Empower’s relationships with advisors, plan sponsors, and third-party administrators in Oklahoma’s corporate market • Manage relationships with plan sponsors having plan assets between $10 and $35 million

🎯 Requirements

• 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 solutions • Basic negotiation and time management skills, with manager oversight • May travel 40 to 60 percent of time as needed by territory or book of business • Majority of travel will be by personal vehicle with an occasional overnight stay • Normal office working conditions typically from a residential office with access to a distraction-free workspace • Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

🏖️ Benefits

• 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 • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Other necessary computer equipment provided