Relationship Manager Core

EmpowerAtlanta, GA
Hybrid

About The Position

Empower's vision is to transform financial lives by empowering its people with a flexible work environment and fluid career paths, encouraging internal mobility, and recognizing the importance of purpose, well-being, and work-life balance. The company fosters an inclusive environment and supports community volunteering. The Relationship Manager role is a strategic partner to clients, providing prescriptive solutions for retention, growth, and retirement readiness. Specifically, the Core Market Relationship Manager strengthens relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment, focusing on plan sponsors with assets between $10 million and $35 million.

Requirements

  • FINRA 6 & 63 registrations required within corporate-established timelines
  • Life Insurance license required
  • FINRA fingerprinting required
  • Bachelor's 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 the disciplines of: compliance, plan design, and regulatory requirements
  • Introspection and focus on personal and professional development
  • Effective communicator who delivers moderately complex content in a clear and succinct manner
  • Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners
  • 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 personal vehicle with an occasional overnight stay
  • Normal Office Working Conditions typically from a residential office with access to a working space free from distractions

Responsibilities

  • Own the retention and profitability of a book of business; plans will typically fall within the $10 - $35 MM range
  • Build and grow relationships with key decision makers
  • Collaborate with the plan sponsor 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 local sales team to deepen advisor relationships, develop new business, and grow existing business
  • Travel expected for local or regional onsite advisor and client meetings
  • Collaborates internally with other departments and partners to solve issues and provide unique solutions
  • Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships

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.
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