Senior Relationship Manager – Tax Exempt Mid-Markets

🔥 0 minutes ago

🌽 Illinois, Iowa – Remote

🌽 Illinois – Remote 🌾 Iowa – Remote

💵 $105.7k - $149.3k / 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

• Support plans with assets valuing approximately $50MM to $150MM • Act as the central point of business contact for assigned client plan sponsor relationships • Partner with plan intermediaries and/or Third-Party Advisors aligned with plan sponsors • Maintain and retain large tax-exempt retirement plan client relationships, identifying solutions to enhance satisfaction, reduce client-loss risk, and improve 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 on plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends • Deliver periodic plan statistical, regulatory/legislative, and industry trend presentations via video conference and in person • Identify signs of client satisfaction or dissatisfaction and positively influence client perspective • Navigate governance structures such as the Business Acceptance Committee • 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

🎯 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 • Applicants 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 home workspace with limited disruption for remote work; connectivity must be fiber, cable or DSL

🏖️ 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 • Other necessary computer equipment provided