Senior Relationship Manager – Mid-Market, Tax Exempt

Job not on LinkedIn

🕒 August 7

🏛️ District of Columbia, Maryland, +1 more states – Remote

🏛️ District of Columbia – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote

💵 $116.3k - $164.2k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 43%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Maintain and retain client relationships for large tax-exempt retirement plans with approximately $35M–$150M in assets • Identify solutions to improve client satisfaction, reduce client-loss risk, and improve relationship financial viability • Participate in new business final 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 • Advise clients on plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends • Deliver plan statistical, regulatory/legislative, and industry-trend presentations by video conference and in person • Assess client satisfaction or dissatisfaction and positively influence client perspectives • Navigate governance structures such as the Business Acceptance Committee • Articulate Empower’s value proposition and relationship-management value proposition • Provide timely, effective, and comprehensive reporting on plan health and opportunities • Understand revenue and expense variables associated with client relationships • Understand capital markets and Empower proprietary investment management products and services • Work with clients in the Mid-Atlantic region and travel occasionally

🎯 Requirements

• Bachelor's degree • 5+ years relevant experience • Strong communication skills • Ability to build rapport with clients and proactively manage client expectations • Ability to travel to client/prospective client meetings, internal team/SME/leadership relationship development or training • FINRA 6 & 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, including CPT/OPT, is unavailable • Must reside within the assigned territory • Reliable high-speed internet with a wired connection and a minimally disruptive home workspace

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with company matching contributions up to 6% • Financial advisory services • Potential company discretionary retirement contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with option to wear jeans • Paid time off program • Ten paid company holidays • Three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided