Senior Relationship Manager – Mid-Market

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $116.3k - $164.2k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability • Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth • Deliver strategic insights on plan design, investments, retirement readiness, and industry trends • Lead periodic plan reviews, including participant education planning and regulatory updates • Represent the participant communications strategy and integrate it into annual client plans • Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts • Work with client service teams to design and implement business planning deliverables • Participate in new business final presentations and site visits • Identify and implement solutions that enhance client satisfaction while maintaining financial viability • Serve as the primary escalation point for complex client issues • Collaborate across internal teams to provide tailored solutions for clients • Navigate organizational governance structures to advocate for client needs and business objectives • Stay informed on market trends, competitive landscape, and regulatory changes • Deliver client presentations on industry insights, plan performance, and legislative updates • Manage client P&L, balancing revenue growth and operational efficiency • Lead contract renewals, negotiations, and pricing strategies • Identify opportunities to optimize plan efficiency and maximize revenue potential

🎯 Requirements

• Bachelor’s degree in business or related discipline or equivalent experience • 5+ years financial services including building strategic relationships • FINRA 6 and 63 registration required within corporate-established timelines • FINRA fingerprinting required • Life Insurance License required • Proven experience managing client relationships in financial services, retirement plans, or a related industry • Strong understanding of plan design, investment management, and fiduciary governance • Excellent negotiation, presentation, and communication skills • Ability to navigate organizational structures and influence decision-making • Strong business acumen, including financial and risk management expertise • Ability to travel 5-20% as needed based on territory and client book of business • Must reside within the Southern California territory • Reliable high-speed internet with a wired connection and an adequate home work environment

🏖️ 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) – 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 for remote work; necessary computer equipment provided