Senior Relationship Manager

Job not on LinkedIn

🔥 4 hours ago

⛰️ Colorado, Missouri – Remote

⛰️ Colorado – Remote 🏰 Missouri – Remote

💵 $126.6k - $196.2k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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Icmarc

WebsiteLinkedInAll Job Openings

- employees

💸 Finance

🤝 B2B

Finance • B2B

Icmarc is a retirement services provider focused on public‑sector employers and individual participants. It offers administration and investment management for retirement plans (457(b), 401(a), 401(k), 403(b), retirement health savings and IRAs), along with participant financial education, CFP® advisory services, plan‑sponsor support, consultant access, research, and legislative advocacy. The company positions itself as a partner for plan sponsors, consultants, and participants, providing investment products, professional advice, and educational resources.

📋 Description

• Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs. • Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities. • Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development. • Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement. • Performs other duties as assigned

🎯 Requirements

• Bachelor’s degree required; MBA preferred • 5–8 years experience in financial services • FINRA Series 7 and 63 or 65 (preferred) • Expert knowledge of financial products and analytics tools • Strategic thinking, stakeholder management, influence • Ability to navigate complex client dynamics • Advanced product knowledge • Mentorship capabilities

🏖️ Benefits

• Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions • Flexible and hybrid work schedules to support work-life balance • Tuition reimbursement to support continued education • Professional and career development opportunities , including courses and certifications • Comprehensive wellness programs promoting physical, mental, and emotional health • Volunteerism initiatives to encourage community engagement