Relationship Manager Core - Northern California

Empower•San Francisco, CA

11d•$96,100 - $135,700

About The Position

The Relationship Manager is a strategic partner to clients, providing prescriptive solutions that support retention, growth, and retirement readiness. The Core Market Relationship Manager strengthens Empower’s relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment, specializing in sponsor relationships for plans with assets between $10 million and $35 million. The book of business typically includes plans in the $10 million to $50 million range. The role involves managing client relationships and plan-level needs, working with sponsors and advisors on plan design and retirement readiness, resolving escalated issues, and partnering with internal teams and local sales. Travel is expected for local or regional onsite meetings. The usual work setting is a residential office with a distraction-free workspace; travel is primarily by personal vehicle, with occasional overnight stays.

Requirements

FINRA Series 6 and 63 registrations, required within corporate-established timelines.
Life Insurance license.
FINRA fingerprinting.
Bachelor’s degree in Business or a related discipline, or equivalent experience.
At least 4 years of financial services or other relevant experience.
At least 2 years of experience building strategic relationships.
Foundational understanding of ERISA concepts in compliance, plan design, and regulatory requirements.
Focus on personal and professional development.
Ability to communicate moderately complex content clearly and succinctly.
Ability to organize facts, data, and other information to define problems and develop effective solutions for clients or internal partners.
Basic negotiation and time-management skills, with manager oversight.
Ability to travel within the territory as required; most travel is by personal vehicle, with occasional overnight stays.
For remote or hybrid work, reliable high-speed internet with a wired connection and a home workspace with limited disruption are required; internet must be fiber, cable, or DSL.

Responsibilities

Own retention and profitability for a book of business, typically involving plans with $10 million to $50 million in assets.
Build and grow relationships with key decision makers.
Collaborate with plan sponsors 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 the local sales team to deepen advisor relationships, develop new business, and grow existing business.
Travel for local or regional onsite advisor and client meetings as needed.
Collaborate internally with other departments and partners to resolve issues and provide solutions.
Work with senior staff on complex issues, clients, accounts, projects, analyses, or internal relationships.

Benefits

Medical, dental, vision, and life insurance.
401(k) plan with company matching contributions up to 6%, financial advisory services, potential discretionary company contributions, and a broad investment lineup.
Tuition reimbursement up to $5,250 per year.
Paid time off program, ten paid company holidays, and three floating holidays each calendar year.
16 hours of paid volunteer time per calendar year.
Paid parental leave.
Paid short- and long-term disability.
Family and Medical Leave (FMLA).
Business Resource Groups open to all employees.
Potential participation in a bonus program for non-sales positions; sales positions may be eligible for sales incentives and, in some cases, a bonus plan.